Q2 2025 Enhanced Income Trust Update – with Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust
In this SGH Enhanced Income Trust update, Stratton Bell recaps the Q2 2025 performance and explains the key market forces that shaped the quarter. He covers the impact of widening credit spreads, shifting rate expectations, and the RBA’s May cut, while outlining how the portfolio is positioned for yield in a changing environment.
🔍 Topics covered:
• Q2 performance and market drivers• Impact of Trump tariffs and rate moves• Current portfolio positioning and fixed-rate exposure• Outlook for the coming quarter
More information about the fund: https://sghiscock.com.au/fund/sgh-enhanced-income-trust/
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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 SGH Enhanced Income Trust. 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/.
