SGH ICE
Description
SGH ICE is a unique Australian shares fund. The Fund’s goal is to invest in companies which have a sustainable competitive edge. The core belief that drives the Fund is that companies that possess a sustainable competitive advantage should grow profits (and share prices) at a superior rate over the medium to long term. The investible universe in Australia comprises approximately 200 stocks, spread across both large and small cap shares.
Investment Objective
Aims to deliver superior medium to long term returns by investing in listed companies which possess a sustainable competitive edge. Companies can create that by owning/operating assets that are difficult to replicate. The Investment Manager believes that key intangible assets (such as Brands, Licenses, Patents, Logistical capability, a Captive client base) are the most difficult to replicate and that these key assets enable companies to entrench their products/services in the marketplace.
APIR
ETL0062AU
Commencement
13/02/2006
Buy/Sell Spread
+/- 0.35%
Management Costs
1.180% p.a.¹
Minimum Initial Investment
$50000
Unit Prices
| Date | Purchase | Net Asset Value | Withdrawal |
| 2/09/2010 | $1.2012 | $1.1970 | $1.1929 |
- Footnotes¹Includes estimated GST payable, after taking into account reduced input tax credits (RITC).
- DisclaimerThe Responsible Entity is Equity Trustees Limited (EQT) ABN 46 004 031 298, AFSL No. 240975. Detailed information about the product is contained in the Product Disclosure Statement. Unless specifically stated, the repayment of capital or performance of our products is not guaranteed. Past performance is not indicative of future performance. This information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.
- Contact Us1300 555 378