SG Hiscock launches critical resources fund

SG Hiscock & Company has launched a global equities strategy which will provide investors with a concentrated portfolio of high-quality global resource companies, including businesses that are often overlooked by broader resources strategies.

The SGH ARI Resources Fund aims to build investors exposure to structural growth opportunities emerging from the accelerating demand for critical resources, SG Hiscock said.

SG Hiscock head of distribution Anthony Cochran said the launch comes at a time when the global economy is entering one of the largest structural resource investment cycles in decades.

"Artificial intelligence is increasing demand for electricity, grids and critical minerals," Cochran said.

"Governments are investing in energy security, domestic manufacturing and resilient supply chains. Defence spending is rising, industrial policy is reshaping investment decisions and competition for strategic resources is intensifying. These themes are creating significant long-term demand for critical resources."

The fund will provide institutional, wholesale and family office investors exposure to commodities including gold, copper, uranium and critical minerals, while seeking opportunities beyond traditional large-cap mining companies.

It targets medium- to long-term capital growth and aims to outperform the Bloomberg AusBond Bank Bill Index by 3% per annum over rolling five-year periods.

"The fund combines a top-down thematic investment process with rigorous bottom-up stock selection, focusing on global companies positioned to benefit from structural supply constraints, favourable commodity dynamics, and long-term macroeconomic trends," SG Hiscock said.

The strategy will be managed by SG Hiscock global resources specialist Stephen Gorenstein, who joined the investment manager in 2025 to establish its dedicated global resources capability.

Gorenstein has worked across geology, mining, investment banking, capital markets and funds management, beginning his career with Rio Tinto before moving into investment management.

"Stephen brings a rare combination of technical geological expertise and deep commercial investment experience," Cochran said.

"His disciplined investment process, extensive industry relationships and ability to identify quality resource businesses globally significantly strengthens our investment capability."