Q2 2025 SGH Property Income Fund Update – with Grant Berry, Portfolio Manager of the SGH Property Income Fund
In this quarterly fund update, Grant Berry recaps the Q2 2025 performance and highlights key drivers behind the fund's solid return. He discusses positive AREIT valuation updates, bond yield movements, and the impact of two rate cuts during the quarter. Grant also outlines portfolio adjustments, new additions, and why the outlook remains constructive for listed property.
🔍 Topics covered:
• Q2 fund performance and macro tailwinds
• Key contributors: GPT Group, Aspen Group and Stockland
• Portfolio changes and new holdings
• Medium-term outlook for income and valuation upside
More information about the fund: https://sghiscock.com.au/fund/sgh-property-income-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 SGH Property Income 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/.
