SGA Global Growth Fund
PIM3026AU
SGA Global Growth Fund PIM3026AU Strategy
The investment style is a fundamental, bottom-up stock selection approach of 25-35 of the Investment Manager’s best ideas.
SGA believes cash flow growth is the primary driver of stock prices over longer-term time horizons. SGA’s ultimate
objective is to translate the underlying cash-flow growth of portfolio companies into portfolio returns by adhering to a strict valuation discipline to minimise the risk of any valuation compression.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: January 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,359.00 | 50.70 | 0.54% |
| CAC 40 | 8,559.07 | 39.86 | 0.47% |
| DAX 40 | 25,175.94 | 189.69 | 0.76% |
| Dow JONES (US) | 49,476.11 | 301.61 | 0.61% |
| FTSE 100 | 10,806.41 | 125.82 | 1.18% |
| HKSE | 26,765.72 | 175.40 | 0.66% |
| NASDAQ | 23,144.44 | 280.76 | 1.23% |
| Nikkei 225 | 58,583.12 | 1,262.03 | 2.20% |
| NZX 50 Index | 13,525.58 | 6.73 | -0.05% |
| S&P 500 | 6,945.49 | 55.42 | 0.80% |
| S&P/ASX 200 | 9,128.30 | 44.20 | 0.49% |
| SSE Composite Index | 4,147.23 | 29.82 | 0.72% |