SGH Medical Technology - Managed Fund

The objective of the SGH Medical Technology managed fund is To provide long-term capital growth by investing in a portfolio of medical technology companies where innovation plays a crucial role in improving global health and economic outcomes. This includes biotechnology, pharmaceuticals, medical devices & equipment, medical data, information technology (e-health), and robotics.

The strategy of the SGH Medical Technology managed fund is The investment manager seeks to achieve long-term capital growth by focusing stock selection on: 1. Share valuation 2. Company management and industry structure 3. Behavioural factors to determine investment-timing It is intended that the investment portfolio will consist of 40 to 60 companies split between: Mature Growth, Developing Growth, and Seed.

The APIR code of the SGH Medical Technology managed fund is ETL2825AU.

SGH Medical Technology’s total return last month was 1.18%. This was made up of a growth return of 1.18% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

SGH Medical Technology’s total return for the last three months was 4.17%. This was made up of a growth return of 4.17% and an income return of 0%%. These returns were calculated as at 31 Dec 2025.

SGH Medical Technology’s one-year total return is -3.18%. This was made up of a growth return of -3.18% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

SGH Medical Technology’s one-year total return is 2.37%. This was made up of a growth return of 2.37% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the SGH Medical Technology managed fund is :

The Responsible Entity for the SGH Medical Technology managed fund is Equity Trustees Ltd.

The SGH Medical Technology managed fund belongs to the Equity Australia Other sector/asset class.

As at 7 Jan 2026, the size of the SGH Medical Technology managed fund was $4.73 million.

The SGH Medical Technology managed fund has an inception date of 30 Jun 2021.

The current entry price of the SGH Medical Technology managed fund is $0.8279 per unit and the current exit price is $0.8221 per unit (as at 7 Jan 2026).

The current exit price of the SGH Medical Technology managed fund is $0.8221 per unit and the current entry price is $0.8279 per unit (as at 7 Jan 2026).

The minimum initial investment amount for the SGH Medical Technology managed fund is $20,000. Minimum additional investment is $5000.