SG Hiscock & Company

As a multi-award-winning boutique fund manager, SG Hiscock has a proven record of providing exceptional service and unrivalled insights to our clients.

OUR PROCESS

We believe in buying great companies at good prices. We are firm believers in co-investment, demonstrated by our significant investment in our own funds. Our confidence in our investment approach means we always seed new funds with our own money. We have made the decision to cap our Funds Under Management at modest levels, to ensure that the funds retain greater flexibility to generate strong investment returns across varying market conditions. In order to identify the best opportunities for our clients, we undertake a broad fundamental research program which incorporates an extensive company visitation schedule. With an experienced team of investment professionals, our approach to analysing companies is designed to ensure no stone remains unturned.

We engage with a hand-picked team of external research providers to complement our insights in the macroeconomic landscape (both locally and abroad) and general investment trends. We also have an exclusive joint advisory arrangement with one of the world’s largest commercial real estate investors; LaSalle Investment Management Securities, LLC is a subsidiary of global property giant, Jones Lang LaSalle. This provides our property team access to LaSalle’s research capabilities.

OUR ENVIRONMENTAL, SOCIAL AND GOVERNANCE POLICY

SG Hiscock & Company has a formal board-endorsed environmental, social and governance (ESG) policy. This incorporates the key principles of the Australian Council of Superannuation Investors, as well as the framework provided under the United Nations’ Principles for Responsible Investment. SG Hiscock & Company is a responsible investor and we take an active approach to integrating ESG considerations into our investment decision-making process. We believe that the effective governance and management of business risks has a direct impact on a company’s intrinsic value over the long term and helps to reduce investment risk. In order to identify the best opportunities for our clients, we undertake a broad fundamental research program which incorporates an extensive company visitation schedule. With an experienced team of investment professionals, our approach to analysing companies is designed to ensure no stone remains unturned.

We engage with a hand-picked team of external research providers to complement our insights in the macroeconomic landscape (both locally and abroad) and general investment trends. We also have an exclusive joint advisory arrangement with one of the world’s largest commercial real estate investors; LaSalle Investment Management Securities, LLC is a subsidiary of global property giant, Jones Lang LaSalle. This provides our property team access to LaSalle’s research capabilities.
Staff / Employees 25
Portfolio Manager Average Experience 22 years
Recent Awards Australian Equities Winner, 2018 IMAP Managed Account Awards
our team
  • Stephen Hiscock
    Stephen Hiscock View Profile
    Managing Director
  • Tim Gough
    Tim Gough View Profile
    Portfolio Manager
  • Hamish Tadgell
    Hamish Tadgell View Profile
    Portfolio Manager and Head of Research
  • Andrew Gillies
    Andrew Gillies View Profile
    Analyst
  • Sarah Eager
    Sarah Eager View Profile
    Marketing Coordinator
  • Stratton Bell
    Stratton Bell View Profile
    Analyst
Investment Models
  • Defensive Income
    Defensive Income

    This Model Portfolio suits investors who: are averse to large fluctuations in the value of their investments over shorter time periods. This portfolio is the most risk-averse of our four Model Portfolio categories, and aims to protect you against a fall in the real value of your portfolio over time (that is, after inflation) by investing largely in Defensive assets. This means the portfolio will seek to generate a moderate income. You are comfortable with a targeted rate of return of 1-2% above inflation. As a rough guide, this Model Portfolio will typically consist of 70% Defensive assets and 30% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Sustainable Income
    Sustainable Income

    This Model Portfolio suits investors who: seek a consistent and sustainable income from your portfolio. You also have a reasonably long-term time horizon and are not overly sensitive to changes in the value of your portfolio over shorter time periods. This portfolio takes more risk than the Defensive Income portfolio, seeking to deliver higher income and higher growth. You are comfortable with a targeted rate of return of 2-3% above inflation, and value consistent income over long-term growth of assets. As a rough guide this Model Portfolio will typically consist of 50% Defensive assets and 50% in Growth assets, including higher-yielding Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Robust Growth
    Robust Growth

    This Model Portfolio suits investors who: are focused on growth within your portfolio, with a commensurate lower focus on stability of the short-term value of the portfolio. This portfolio has a higher orientation to Growth assets than our Sustainable Income model but less than our Maximum Growth model. You are comfortable with a targeted rate of return of 3-4% above inflation, because you value Growth over Income in your portfolio. As a rough guide, this Model Portfolio will typically consist of 30% Defensive assets and 70% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Maximum Growth
    Maximum Growth

    This Model Portfolio suits investors who: are focused on long-term growth and are comfortable with the commensurate risk and volatility that comes with this style of investing. This portfolio has the highest orientation to Growth assets of our four Model Portfolio categories. You are seeking a targeted rate of return of 4-6% above inflation, because you value growth and are a long-term investor. As a rough guide, this Model Portfolio will typically consist of 10% Defensive assets and 90% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

Investment Objective
The objective of the portfolio is to provide an actively managed diversified portfolio for an investor with a need for a stable level of income and who is not comfortable with high levels of fluctuation in the value of their portfolio. The portfolio is also designed to deliver a modest amount of growth to provide some protection against inflation with an overall return objective of CPI plus 1-2%. In order to achieve this objective the portfolio will have long term allocation to defensive or income assets in the range of 70% and 30% to growth assets.
Typical Investor
The typical investor is more risk averse and sustainable income levels are considered the primary objective. The investor is comfortable with a higher weighting to income producing assets such as fixed interest investments and only a small allocation to equities among other asset classes. The portfolio would suit investors in the latter stage of their life where growth is a secondary consideration or investors uncomfortable with market fluctuations and where short term preservation of capital is of high importance.
Investment Strategy and Approach
Actively managed portfolio with a Strategic Asset Allocation of 70% to income assets and 30% to growth assets.
Minimum Investment Amount
$20,000

Model Composition

Allocation as at August 2020

    Allocation & Fees
    Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
    SG Hiscock Defensive Income
    This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
    Cash 4.97% $497,000
    Code Security name Weighting % Amount
    CASH Cash 4.97% $4,970
    Cash 4.97% $497,000
    Australian Shares 14.19% $14,185
    Code Security name Weighting % Amount
    ALX Atlas Arteria 1.29% $1,285
    TCL Transurban Grp 1.60% $1,604
    SYDR Sydney airport rights 0% $0
    SYD Sydney Airport 1.04% $1,038
    ORG Origin Energy 1.11% $1,111
    MQG Macq Grp 1.01% $1,013
    JHX James Hardie Ind 1.02% $1,023
    CWY Cleanaway Waste 1.15% $1,152
    CSL CSL 1.03% $1,025
    WOW Woolworths Grp 1.00% $995
    ANZ ANZ Banking Grp 1.45% $1,451
    BHP BHP 1.58% $1,581
    APA APA Grp 0.91% $906
    Australian Shares 14.19% $14,185
    View all Australian Shares Show less Australian Shares
    International Shares 10.26% $10,264
    Code Security name Weighting % Amount
    ETL8936AU Morgan Stanley Global Quality Fund (Unhedged) 7.15% $7,152
    FRT0009AU Franklin Global Growth Wholesale 3.11% $3,112
    International Shares 10.26% $10,264
    Australian Property 5.84% $5,834
    Code Security name Weighting % Amount
    ETL0119AU SGH Property Income 5.11% $5,109
    SCG Scentre Grp 0.73% $725
    Australian Property 5.84% $5,834
    International Property 4.99% $4,985
    Code Security name Weighting % Amount
    ETL0005AU SGH LaSalle Global Listed Property Securities 4.99% $4,985
    International Property 4.99% $4,985
    Australian Fixed Interest 44.86% $4,486,000
    Code Security name Weighting % Amount
    CGFPA CNV PREF 3-BBSW+3.40% PERP SUB NON-CUM RED T-05-20 7.93% $7,933
    AMPPA CAP NOTE 3-BBSW+5.10% PERP NON-CUM RED T-12-21 8.95% $8,947
    ANZPF CAP NOTE 6-BBSW+3.60% PERP NON-CUM RED T-03-23 6.03% $6,032
    MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 5.03% $5,028
    CGFPB CAP NOTE 3-BBSW+4.40% PERP NON-CUM RED T-05-23 7.91% $7,911
    CBAPF CAP NOTE 3-BBSW+3.90% PERP NON-CUM RED T-03-22 4.99% $4,988
    WBCPI Westpac Banking Corporation - Cap Note 3-Bbsw+3.70% Perp Non-Cum Red T-07-26 4.02% $4,021
    Australian Fixed Interest 44.86% $4,486,000
    View all Australian Fixed Interest Show less Australian Fixed Interest
    International Fixed Interest 14.89% $14,892
    Code Security name Weighting % Amount
    SBC0819AU UBS International Bond Fund 7.43% $7,434
    ETL0016AU PIMCO Diversified Fixed Interest W 7.46% $7,458
    International Fixed Interest 14.89% $14,892
    100.00%
    Total
    $99,991
    Display fees as
    Your monthly fee
    Model Portfolio fee
    $ - per month

    All fees and charges are inclusive of GST.

    Click here for your total fee explained
    Model Portfolio Fee
    $ - per month
    This includes:

    SG Hiscock Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

    OpenInvest Fee, which covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

    • No hidden fees or charges
    • We pay for brokerage
    • You keep all interest earned
    Other charges:

    The Indirect Cost, which is an estimate of underlying charges of some of the holdings SG Hiscock may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

    The estimated indirect cost for the funds in this model portfolio on a $20,000 investment is $ - per month.


    A Transaction Cost is an underlying charge levied by an ETF or managed fund such as when you first buy into or sell out of a fund.

    The estimated initial transaction cost for the funds in this model portfolio on a $20,000 investment is $ -. This is a once-off cost.


    All fees and charges are inclusive of GST.
    Please refer to the current PDS for a detailed description of fees and other costs.

    Ready to Invest?

    Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

    Invest
    Investment Objective
    The objective is to provide an actively managed diversified portfolio for an investor who is comfortable with a mix of both income and growth, ideally an investor with a conservative approach to risk and a requirement for a moderate level of sustainable income. Exposure to growth assets should be aimed at providing protection for the real value of the portfolio in normal periods of inflation. The portfolio has a return objective of CPI +2-3%. In order to achieve this objective the portfolios long term asset allocation will be split approximately 50% to income and 50% to growth assets.
    Typical Investor
    The typical investor is comfortable with exposure to equities and fixed income and also requires a moderate yet sustainable level of income. The portfolio would suit investors looking to both grow the value of their portfolio modestly but also with a desire to see income generation to meet their needs.
    Investment Strategy and Approach
    Actively managed portfolio with a Strategic Asset Allocation of 50% to income assets and 50% to growth assets
    Minimum Investment Amount
    $20,000

    Model Composition

    Allocation as at August 2020

      Allocation & Fees
      Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
      SG Hiscock Sustainable Income
      This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
      Cash 4.98% $498,000
      Code Security name Weighting % Amount
      CASH Cash 4.98% $4,980
      Cash 4.98% $498,000
      Australian Shares 28.86% $28,863
      Code Security name Weighting % Amount
      ALX Atlas Arteria 1.84% $1,841
      MQG Macq Grp 1.21% $1,205
      LLC Lendlease Grp 1.25% $1,253
      JHX James Hardie Ind 1.32% $1,322
      WOW Woolworths Grp 1.19% $1,190
      ORG Origin Energy 1.01% $1,013
      RIO Rio Tinto 0.97% $974
      DOW Downer EDI 0.97% $972
      CWY Cleanaway Waste 1.49% $1,490
      NST Northern Star 1.12% $1,123
      CSL CSL 1.79% $1,792
      SEK Seek 1.38% $1,377
      TCL Transurban Grp 1.31% $1,306
      CAR Carsales.com 1.22% $1,221
      BHP BHP 1.14% $1,144
      ASX ASX 1.11% $1,107
      APA APA Grp 1.62% $1,622
      WBC Westpac Banking 1.14% $1,137
      ANZ ANZ Banking Grp 1.88% $1,878
      WOR WorleyParsons 1.27% $1,269
      CKF Collins Foods 1.18% $1,181
      NAB National Aust Bank 1.45% $1,447
      Australian Shares 28.86% $28,863
      View all Australian Shares Show less Australian Shares
      International Shares 15.32% $15,325
      Code Security name Weighting % Amount
      ETL8936AU Morgan Stanley Global Quality Fund (Unhedged) 10.16% $10,165
      FRT0009AU Franklin Global Growth Wholesale 5.16% $5,160
      International Shares 15.32% $15,325
      Australian Property 6.25% $6,254
      Code Security name Weighting % Amount
      ETL0119AU SGH Property Income 5.08% $5,082
      WPR Waypoint REIT - Fully Paid Ordinary/Units Stapled Securities 1.17% $1,172
      Australian Property 6.25% $6,254
      International Property 4.96% $4,960
      Code Security name Weighting % Amount
      ETL0005AU SGH LaSalle Global Listed Property Securities 4.96% $4,960
      International Property 4.96% $4,960
      Australian Fixed Interest 29.75% $2,975,000
      Code Security name Weighting % Amount
      CGFPB CAP NOTE 3-BBSW+4.40% PERP NON-CUM RED T-05-23 6.88% $6,882
      CBAPF CAP NOTE 3-BBSW+3.90% PERP NON-CUM RED T-03-22 6.94% $6,941
      ANZPF CAP NOTE 6-BBSW+3.60% PERP NON-CUM RED T-03-23 5.00% $5,001
      AMPPA CAP NOTE 3-BBSW+5.10% PERP NON-CUM RED T-12-21 6.93% $6,927
      MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 4.00% $4,000
      Australian Fixed Interest 29.75% $2,975,000
      International Fixed Interest 9.88% $9,877
      Code Security name Weighting % Amount
      ETL0016AU PIMCO Diversified Fixed Interest W 4.95% $4,947
      SBC0819AU UBS International Bond Fund 4.93% $4,931
      International Fixed Interest 9.88% $9,877
      100.00%
      Total
      $100,009
      Display fees as
      Your monthly fee
      Model Portfolio fee
      $ - per month

      All fees and charges are inclusive of GST.

      Click here for your total fee explained
      Model Portfolio Fee
      $ - per month
      This includes:

      SG Hiscock Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

      OpenInvest Fee, which covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

      • No hidden fees or charges
      • We pay for brokerage
      • You keep all interest earned
      Other charges:

      The Indirect Cost, which is an estimate of underlying charges of some of the holdings SG Hiscock may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

      The estimated indirect cost for the funds in this model portfolio on a $20,000 investment is $ - per month.


      A Transaction Cost is an underlying charge levied by an ETF or managed fund such as when you first buy into or sell out of a fund.

      The estimated initial transaction cost for the funds in this model portfolio on a $20,000 investment is $ -. This is a once-off cost.


      All fees and charges are inclusive of GST.
      Please refer to the current PDS for a detailed description of fees and other costs.

      Ready to Invest?

      Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

      Invest
      Investment Objective
      The objective is to provide an actively managed diversified portfolio for an investor who is looking for a portfolio that will provide growth over the longer term as the primary objective but will also provide a modest level of protection in a falling market. Income is of a secondary consideration and a function of asset allocation. In order to achieve this objective the portfolio's long-term asset allocation will be split approximately 70% to growth and 30% to income assets with a total return objective of CPI +3-4%. Exposure to growth assets will be diversified across both domestic and international equity and property asset classes.
      Typical Investor
      The typical investor is focused on growing the total value of their portfolio through a combination of both capital growth and income. The portfolio would suit investors with a perpetual or long time horizon and with a higher degree of tolerance for risk and fluctuation in portfolio value. Income is most likely a secondary consideration.
      Investment Strategy and Approach
      Actively managed portfolio with a Strategic Asset Allocation of 70% to growth assets and 30% to income assets.
      Minimum Investment Amount
      $20,000

      Model Composition

      Allocation as at August 2020

        Allocation & Fees
        Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
        SG Hiscock Robust Growth
        This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
        Cash 2.94% $294,000
        Code Security name Weighting % Amount
        CASH Cash 2.94% $2,940
        Cash 2.94% $294,000
        Australian Shares 37.99% $3,799,000
        Code Security name Weighting % Amount
        A2M The A2 Milk Company 1.60% $1,596
        WOW Woolworths Grp 0.98% $980
        WOR WorleyParsons 1.46% $1,465
        TCL Transurban Grp 1.24% $1,245
        SYDR Sydney airport rights 0% $0
        SYD Sydney Airport 0.82% $818
        SEK Seek 1.36% $1,364
        ORG Origin Energy 0.91% $912
        NST Northern Star 1.21% $1,205
        MVP Medical Developments 0.98% $984
        MQG Macq Grp 1.20% $1,197
        LLC Lendlease Grp 1.14% $1,145
        JHX James Hardie Ind 1.51% $1,509
        ETL0118AU SGH Emerging Companies 2.93% $2,927
        DOW Downer EDI 1.25% $1,251
        XRO Xero 1.13% $1,126
        COE Cooper Energy 0.87% $866
        ALL Aristocrat Leisure 1.75% $1,746
        ALX Atlas Arteria 1.01% $1,013
        ANZ ANZ Banking Grp 1.72% $1,716
        APA APA Grp 1.43% $1,428
        APT Afterpay Touch 2.26% $2,264
        CSL CSL 2.04% $2,044
        BHP BHP 1.79% $1,794
        CAR Carsales.com 1.43% $1,429
        BAP Bapcor 1.47% $1,475
        CKF Collins Foods 1.38% $1,381
        CCX City Chic Collective Limited 1.12% $1,115
        Australian Shares 37.99% $3,799,000
        View all Australian Shares Show less Australian Shares
        International Shares 20.24% $20,241
        Code Security name Weighting % Amount
        FRT0009AU Franklin Global Growth Wholesale 7.66% $7,662
        ETL8936AU Morgan Stanley Global Quality Fund (Unhedged) 12.58% $12,579
        International Shares 20.24% $20,241
        Australian Property 12.36% $12,366
        Code Security name Weighting % Amount
        SCG Scentre Grp 1.14% $1,143
        ETL0119AU SGH Property Income 10.06% $10,063
        WPR Waypoint REIT - Fully Paid Ordinary/Units Stapled Securities 1.16% $1,160
        Australian Property 12.36% $12,366
        International Property 4.91% $4,910
        Code Security name Weighting % Amount
        ETL0005AU SGH LaSalle Global Listed Property Securities 4.91% $4,910
        International Property 4.91% $4,910
        Australian Fixed Interest 16.67% $16,669
        Code Security name Weighting % Amount
        CGFPB CAP NOTE 3-BBSW+4.40% PERP NON-CUM RED T-05-23 5.84% $5,844
        ANZPF CAP NOTE 6-BBSW+3.60% PERP NON-CUM RED T-03-23 4.95% $4,948
        AMPPA CAP NOTE 3-BBSW+5.10% PERP NON-CUM RED T-12-21 5.88% $5,878
        Australian Fixed Interest 16.67% $16,669
        International Fixed Interest 4.89% $4,887
        Code Security name Weighting % Amount
        SBC0819AU UBS International Bond Fund 2.93% $2,929
        ETL0016AU PIMCO Diversified Fixed Interest W 1.96% $1,959
        International Fixed Interest 4.89% $4,887
        100.00%
        Total
        $100,006
        Display fees as
        Your monthly fee
        Model Portfolio fee
        $ - per month

        All fees and charges are inclusive of GST.

        Click here for your total fee explained
        Model Portfolio Fee
        $ - per month
        This includes:

        SG Hiscock Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

        OpenInvest Fee, which covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

        • No hidden fees or charges
        • We pay for brokerage
        • You keep all interest earned
        Other charges:

        The Indirect Cost, which is an estimate of underlying charges of some of the holdings SG Hiscock may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

        The estimated indirect cost for the funds in this model portfolio on a $20,000 investment is $ - per month.


        A Transaction Cost is an underlying charge levied by an ETF or managed fund such as when you first buy into or sell out of a fund.

        The estimated initial transaction cost for the funds in this model portfolio on a $20,000 investment is $ -. This is a once-off cost.


        All fees and charges are inclusive of GST.
        Please refer to the current PDS for a detailed description of fees and other costs.

        Ready to Invest?

        Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

        Invest
        Investment Objective
        The objective is to provide an actively managed portfolio for an investor with a primary objective of growing the value of their investments and a high tolerance for market fluctuations and risk. In order to achieve this objective the portfolios long term asset allocation will be split approximately 90% to growth and 10% to income assets. This portfolio has a target return of CPI +4-6%. Exposure to growth assets will be diversified across both domestic and international equity and property asset classes.
        Typical Investor
        The typical investor is focused on growing the total value of their portfolio through exposure to growth assets classes such as equities and property. The portfolio would suit investors with a perpetual or long time horizon and with a high understanding and comfort level for risk and fluctuation in portfolio value.
        Investment Strategy and Approach
        Actively managed portfolio with a Strategic Asset Allocation of 90% to growth assets and 10% to income assets.
        Minimum Investment Amount
        $20,000

        Model Composition

        Allocation as at August 2020

          Allocation & Fees
          Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
          SG Hiscock Maximum Growth
          This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
          Cash 1.90% $190,000
          Code Security name Weighting % Amount
          CASH Cash 1.90% $1,900
          Cash 1.90% $190,000
          Australian Shares 45.39% $4,539,000
          Code Security name Weighting % Amount
          A2M The A2 Milk Company 1.49% $1,488
          WOR WorleyParsons 1.76% $1,763
          VOC Vocus Grp 1.13% $1,130
          TCL Transurban Grp 1.38% $1,377
          SEK Seek 1.51% $1,508
          PCK Painchek Ltd 0.91% $912
          ORG Origin Energy 0.95% $949
          NST Northern Star 0.92% $919
          MVP Medical Developments 0.98% $975
          MQG Macq Grp 1.58% $1,581
          MP1 Megaport Limited 1.48% $1,484
          LLC Lendlease Grp 1.09% $1,088
          JHX James Hardie Ind 1.80% $1,796
          WOW Woolworths Grp 0.88% $875
          ETL0118AU SGH Emerging Companies 3.50% $3,502
          BHP BHP 2.34% $2,339
          ALL Aristocrat Leisure 1.63% $1,628
          ALX Atlas Arteria 1.36% $1,355
          ANZ ANZ Banking Grp 1.94% $1,937
          APA APA Grp 1.59% $1,592
          APT Afterpay Touch 2.81% $2,806
          BAP Bapcor 1.69% $1,687
          DOW Downer EDI 1.10% $1,097
          XRO Xero 1.28% $1,281
          CCX City Chic Collective Limited 1.16% $1,156
          CKF Collins Foods 1.79% $1,791
          COE Cooper Energy 0.86% $858
          CSL CSL 2.74% $2,736
          CAR Carsales.com 1.74% $1,744
          Australian Shares 45.39% $4,539,000
          View all Australian Shares Show less Australian Shares
          International Shares 30.08% $30,079
          Code Security name Weighting % Amount
          FRT0009AU Franklin Global Growth Wholesale 10.13% $10,128
          ETL8936AU Morgan Stanley Global Quality Fund (Unhedged) 19.95% $19,952
          International Shares 30.08% $30,079
          Australian Property 9.98% $9,976
          Code Security name Weighting % Amount
          ETL0119AU SGH Property Income 9.98% $9,976
          Australian Property 9.98% $9,976
          International Property 9.73% $9,735
          Code Security name Weighting % Amount
          ETL0005AU SGH LaSalle Global Listed Property Securities 9.73% $9,735
          International Property 9.73% $9,735
          Australian Fixed Interest 2.92% $2,915
          Code Security name Weighting % Amount
          AMPPA CAP NOTE 3-BBSW+5.10% PERP NON-CUM RED T-12-21 2.92% $2,915
          Australian Fixed Interest 2.92% $2,915
          100.00%
          Total
          $99,960
          Display fees as
          Your monthly fee
          Model Portfolio fee
          $ - per month

          All fees and charges are inclusive of GST.

          Click here for your total fee explained
          Model Portfolio Fee
          $ - per month
          This includes:

          SG Hiscock Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

          OpenInvest Fee, which covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

          • No hidden fees or charges
          • We pay for brokerage
          • You keep all interest earned
          Other charges:

          The Indirect Cost, which is an estimate of underlying charges of some of the holdings SG Hiscock may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

          The estimated indirect cost for the funds in this model portfolio on a $20,000 investment is $ - per month.


          A Transaction Cost is an underlying charge levied by an ETF or managed fund such as when you first buy into or sell out of a fund.

          The estimated initial transaction cost for the funds in this model portfolio on a $20,000 investment is $ -. This is a once-off cost.


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          Please refer to the current PDS for a detailed description of fees and other costs.

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