SG Hiscock takes first staff loss in its stride

SGH20 has returned 26.06 per cent since inception compared to the benchmark S&P/ASX 300’s 15.42 per cent. This $80 million fund could take around $1 billion, but to date has no institutional investors. “It doesn’t worry us, but it does surprise us”, Hiscock said of his firm’s retail/platform-dominated client base.

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The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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