SGH Australian Small Companies
CSA0131AU
SGH Australian Small Companies CSA0131AU Strategy
The fund seek to identify and invest in quality Australian and New Zealand listed securities through first hand company visits. Quality is chiefly an evaluation of a company's management, balance sheet and business model. Only those companies which pass SGH's rigorous quality screen are considered for portfolio inclusion. The fund see risk in terms of investing in a poor quality company, or overpaying for a good one, and do not view risk in benchmark relative terms.
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
funds
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.
funds
Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
funds
Listed Investment Companies monthly performance: December 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,139.90 | 34.50 | -0.38% |
| CAC 40 | 8,347.33 | 24.05 | 0.29% |
| DAX 40 | 25,013.41 | 1.46 | -0.01% |
| Dow JONES (US) | 50,135.87 | 20.20 | 0.04% |
| FTSE 100 | 10,350.43 | 35.80 | -0.34% |
| HKSE | 27,183.15 | 155.99 | 0.58% |
| NASDAQ | 23,238.67 | 207.46 | 0.90% |
| Nikkei 225 | 57,650.54 | 1,286.60 | 2.28% |
| NZX 50 Index | 13,513.68 | 67.31 | 0.50% |
| S&P 500 | 6,964.82 | 32.52 | 0.47% |
| S&P/ASX 200 | 8,867.40 | 44.20 | -0.50% |
| SSE Composite Index | 4,128.37 | 5.28 | 0.13% |