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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

funds

Listed Investment Companies monthly performance: October 2023

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).
funds

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,284.00 52.10 -0.71%
CAC 40 7,332.59 13.56 -0.18%
DAX 40 16,404.76 7.24 0.04%
Dow JONES (US) 36,204.44 41.06 -0.11%
FTSE 100 7,512.96 16.39 -0.22%
HKSE 16,646.05 184.25 -1.09%
NASDAQ 14,185.49 119.54 -0.84%
Nikkei 225 33,231.27 200.24 -0.60%
NZX 50 Index 11,356.43 11.38 -0.10%
S&P 500 4,569.78 24.85 -0.54%
S&P/ASX 200 7,076.80 47.90 -0.67%
SSE Composite Index 3,022.91 8.72 -0.29%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.43 0.10 -2.83%
Origin Energy Ltd ORG 7.81 0.05 -0.64%
Perseus Mining Ltd PRU 1.90 0.13 -6.40%
Metcash Ltd MTS 3.45 0.14 -3.90%
BHP Group Ltd BHP 46.44 0.70 -1.48%
Santos Ltd STO 6.79 0.03 -0.44%
IGO Ltd IGO 7.91 0.12 -1.49%
Telstra Group Ltd TLS 3.79 0.00 0.00%
South32 Ltd S32 3.11 0.01 -0.32%
Fortescue Ltd FMG 24.66 0.63 -2.49%