Quarterly fund update with Roger Walling, Portfolio Manager of the ICE Fund.
In this ICE Fund update, Roger Walling recaps the June quarter, highlighting strong contributors like Catapult, Tasmea, and Life360. He also explains the rationale behind exiting Monash IVF, recent portfolio additions, and why franchise strength, pricing power, and sticky customers remain central to the fund's approach.
🔍 Topics covered:
• Key contributors and detractors
• Franchise businesses the fund is backing
• Portfolio changes and new positions
• Outlook ahead of the August reporting season
🎧 Hear the latest insights from the team behind the ICE Fund as it enters its 20th year.
More information about the fund: https://sghiscock.com.au/fund/ice-fund/
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*This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the ICE Fund. Neither SGH, Equity Trustees, nor any of its related parties provide any warranty of accuracy. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product. Follow the link for the full disclaimer: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.
