SG Hiscock and Company

What SG Hiscock and Company does

SG Hiscock & Company (SGH) is a privately held Australian boutique investment manager headquartered in Melbourne with a Sydney office, founded in August 2001 by Steve Hiscock. The firm is 100% owned by its directors, staff, and associates, a structure the company emphasises as investor alignment. SGH manages $3.3 billion across more than 20 actively managed strategies spanning Australian equities (SGH High Conviction Fund, ICE Fund, Emerging Companies Fund, Medical Technology Fund, Australian Small Companies Fund), global equities distributed through partnerships with Morgan Stanley, IMC, AQR, and abrdn, Australian and global property securities (SGH Property Income Fund and the SGH LaSalle Concentrated Global Property Fund in long-running partnership with LaSalle Investment Management since October 2003), and income/multi-asset vehicles (SGH Enhanced Income Trust, SGH Opportunities Fund, SGH ARI Resources Fund). The firm also delivers bespoke individual portfolio management under SGH Individual Portfolios and acquired CCI Asset Management in April 2024 to add faith-based and Catholic Values managed accounts.

SGH's investment process is described as a multi-layered analysis framework applied across sectors and industries to identify and evaluate opportunities with the goal of outperforming benchmarks (alpha generation). The firm does not disclose proprietary quantitative models, AI/ML pipelines, or technology platforms beyond the standard distribution portals (Apex Fund Services, Fidante, and direct online applications). Products are managed by named portfolio managers led by CIO Rob Hogg, with documented senior leadership including Founder/Chair Steve Hiscock and Senior Portfolio Manager Hamish Tadgell.

The business model is a classic asset-management fee structure: management fees calculated as a percentage of funds under management across each Product Disclosure Statement, plus performance fees on certain products where returns exceed benchmark. SGH distributes through multiple channels — direct online investment, platform access, ASX mFunds, Fidante (for closed funds), Apex Fund Services (for open funds), the Significant Investor Visa (SIV) program, and an Australian financial adviser network — targeting wholesale and institutional investors, high-net-worth individuals, family offices, self-managed superannuation funds, charitable organisations, and faith-based institutions. Marketing is conducted through content (website insights, blog, CIO updates), social channels (LinkedIn, Facebook, Instagram), and "The Active Investor with SGH" podcast.

Name

SG Hiscock and Company

Legal name

SG Hiscock & Company Ltd

Website

https://sghiscock.com.au

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Melbourne-based Australian boutique investment manager founded in 2001, SG Hiscock & Company offers actively managed high-conviction funds across Australian and global equities, REITs, and income. Managing $3.3 billion in assets, it serves 5,000+ clients including HNW individuals, family offices, SMSFs, and faith-based organisations.

Ownership category

akta.pro rank

Product category

Boutique Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Boutique investment management
• Actively managed funds
• Equities portfolio management
• Property securities funds
• Bespoke investment portfolios

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Management Fees: SGH receives management fees as investment manager for funds under management. These fees are set out in Product Disclosure Statements for each financial product and are calculated as a percentage of funds under management.
2. Performance Fees: Performance fees applicable to certain products where investment returns exceed benchmarks, as disclosed in relevant Product Disclosure Statements.

Go-to-market motion1 record

Distribution channels6 records

Marketing channels7 records

Core offering

SG Hiscock and Company is an Australian boutique investment manager that provides actively managed investment funds spanning Australian and global equities, REITs, income, and multi-asset strategies, alongside bespoke individual portfolio management services. The firm manages approximately $3.3 billion across more than 20 strategies, combining in-house managed funds with products distributed in partnership with globally recognised managers such as LaSalle, Morgan Stanley, IMC, and abrdn.

Product overview

SG Hiscock & Company (SGH) is a multi-award-winning Australian boutique investment manager offering a comprehensive suite of actively managed investment funds and individual portfolio services. The core offering consists of Australian and global equities funds (including SGH High Conviction Fund, ICE Fund, SGH Emerging Companies Fund, SGH Medical Technology Fund, and SGH Australian Small Companies Fund), global equities through partnerships with Morgan Stanley and IMC, property securities funds including the SGH LaSalle Concentrated Global Property Fund in partnership with LaSalle, and income-focused products like the SGH Enhanced Income Trust. SGH also provides bespoke SGH Individual Portfolios for high-net-worth individuals, family offices, charities, and faith-based organisations through its CCI Asset Management brand acquired in April 2024. The firm manages $3.3 billion across over 20 strategies serving more than 5,000 clients.

Differentiator

Problem solved

Functional benefit

Products and services

• SGH High Conviction Fund A high-conviction Australian equities fund offering an actively managed, concentrated portfolio of selected stocks designed to generate alpha for wholesale, institutional, and retail investors.
• ICE Fund An Australian equities fund employing a distinct investment approach to identify opportunities and deliver active returns for investors.
• SGH Emerging Companies Fund An Australian equities fund targeting emerging and smaller companies with growth potential listed on the ASX.
• SGH Medical Technology Fund A sector-specific Australian equities fund investing in medical technology and healthcare-related companies.
• SGH Australian Small Companies Fund An Australian equities fund focusing on small-cap companies listed on the ASX.
• Morgan Stanley Global Quality Select Fund A global equities fund managed by Morgan Stanley and distributed in Australia through SGH, focused on quality-oriented investment strategies.
• IMC Global Small Companies Fund A global small companies fund managed by The Informed Momentum Company (IMC) and distributed in Australia by SGH, applying momentum strategies to small-cap opportunities.
• SGH Property Income Fund An Australian REIT fund investing in property securities listed on the ASX to generate property-secured income.
• SGH LaSalle Concentrated Global Property Fund A global listed property fund managed in partnership with LaSalle Investment Management, investing in global REITs and real estate operating companies (includes a hedged series and an unhedged M Series).
• SGH Enhanced Income Trust An income-focused trust designed to generate regular income through a diversified portfolio of income-producing securities.
• SGH Opportunities Fund A multi-asset opportunities fund seeking to identify and capitalise on investment opportunities across various market conditions for wholesale and institutional clients.
• SGH ARI Resources Fund A resources-focused fund investing in Australian and global resource companies.
• CCI Asset Management Faith-based and Catholic values investment management service offering the Catholic Values Trust, Income Trust, and faith-aligned individual managed accounts.
• SGH Individual Portfolios A bespoke individual portfolio management service for high-net-worth individuals, family offices, trusts, companies, SMSFs, charitable organisations, and faith-based clients, providing tailored portfolios aligned with unique financial goals and ethical frameworks.

Quantifiable outcome

• Over 20 years of dedicated service to clients with multi-award-winning performance
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Eight partnerships are on record, tiered core and minor.

• LaSalle Investment Management SecuritiescoreStrategic or Co-development Partner · 1 October 2003Partnership spanning more than 20 years (since October 2003) providing Australian investors access to global listed property investment opportunities. LaSalle Investment Management, in partnership with SGH, won the International Listed Property category at the 2026 Financial Standard MAX Awards for the SGH LaSalle Concentrated Global Property Fund. SGH distributes the fund exclusively in Australia.
• Morgan Stanley Investment ManagementcoreStrategic or Co-development PartnerPartnership providing Australian investors access to Morgan Stanley Global Quality Select Fund and Morgan Stanley Global Sustain Fund through SGH's distribution network in Australia.
• The Informed Momentum Company (IMC)coreStrategic or Co-development PartnerPartnership to offer IMC Global Small Companies Fund to Australian investors. IMC is the investment manager with SGH Hiscock & Company serving as the Australian partner for distribution. The fund focuses on global small companies investment strategies.
• abrdncoreChannel Partner/ Reseller/ DistributorExclusive distribution partnership with abrdn for Australian investors. SGH provides distribution services for abrdn funds including abrdn Sustainable Asian Opportunities Fund, abrdn Emerging Markets Equity Fund, abrdn Sustainable International Equities Fund, and abrdn Global Corporate Bond Fund.
• AQR Capital ManagementminorChannel Partner/ Reseller/ DistributorPartnership for distribution of AQR Capital Management products to Australian investors through SGH's distribution network.
• Equity Trustees LimitedcoreOthersResponsible Entity for multiple SGH funds including SGH Property Income Fund, SGH High Conviction Fund, SGH Emerging Companies Fund, SGH Medical Technology Fund, SGH Opportunities Fund, ICE Fund, Morgan Stanley Global Sustain Fund, IMC Global Small Companies Fund, SGH LaSalle Concentrated Global Property Fund, and Catholic Values Trust. Equity Trustees ABN 46 004 031 298 AFSL 240975.
• Melbourne Securities Corporation LimitedcoreOthersResponsible Entity for SGH Australian Small Fund and abrdn Funds. Melbourne Securities Corporation Limited ACN 160 326 545 AFSL 428289.
• CCI Asset ManagementminorStrategic or Co-development PartnerCCI Asset Management acquired by SGH in April 2024, providing Catholic Values investment management including Catholic Values Trust and Income Trust for faith-based investors.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Vanguard Australia: Dominant passive/index incumbent in Australia offering ETFs, managed funds, and advised solutions — competes for the same Australian retail and advised wealth pool but at meaningfully lower fee economics, driving the secular shift away from active boutiques.
• Perpetual Limited: Larger Australian wealth and asset management group operating a multi-boutique active equities platform — directly comparable to SGH's Australian and global equities offerings, but at meaningfully greater scale and with additional wealth management verticals.
• BlackRock Australia: Global asset manager's Australian operation offering iShares ETFs, model portfolios, and institutional mandates — competes for adviser distribution and institutional mandates, and represents the scale end of the active-to-passive continuum that pressures boutique managers.

Direct peers

• L1 Capital: Melbourne-based boutique long-only and long-short equities manager serving Australian institutional and wholesale clients — closely comparable boutique active manager competing for similar HNW and adviser-led mandates.
• Magellan Asset Management: Australian boutique active manager with high-conviction global and domestic equities strategies, directly comparable in business model (active management for Australian wholesale and institutional clients) and distribution through adviser and platform channels.
• Platinum Asset Management: Sydney-based boutique active manager running concentrated global and Australian equities strategies distributed primarily through financial advisers — a direct competitor for the same advised HNW and wholesale mandate pool.
• Pendal Group: Larger Australian active asset manager offering Australian and global equities, REITs, and income strategies across retail, wholesale, and institutional channels — competes for the same advised investor mandates while offering greater scale and product breadth.
• Hyperion Asset Management: Sydney-based boutique active manager with concentrated Australian and global equities strategies distributed through advisers — comparable high-conviction active management style and boutique scale, targeting the same advised HNW and institutional client base.
• Bennelong Australian Equity Partners: Boutique Australian active equities manager distributing via financial advisers and platforms — overlaps directly with SGH's Australian equities strategies (large-cap and SMID) for the same retail and wholesale advised clients.

Regional players

• Nikko AM (Australia): Asia-Pacific-rooted active manager with a strong Australian equities, REITs, and income franchise distributed via platforms and advisers — comparable product breadth and distribution model, with regional (APAC) parentage contrasting SGH's pure-Australian focus.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@sghiscockcompany
• Facebookfacebook.com/sghiscockandcompany
• LinkedInlinkedin.com/company/sg-hiscock-company
• Instagraminstagram.com/sghiscockandcompany
• Xx.com/SGHiscockandCo

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SG Hiscock and Company