
Funds

Spheria Australian Microcap Fund
APIR Code: WHT0066AU
Investment Objective
The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.
holds between
Generally
20-65 stocksin Australian & New Zealand
listed securities
management fee
1.35% p.a.performance fee
20% p.a.of outperformance above the S&P/ASX Small Ordinaries Accumulation Index (after base mgt fee).
minimum investment
$100,000Investment Universe
Primarily
Excludes top 250ASX listed companies.
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Spheria Australian Smaller Companies Fund
APIR Code: WHT0008AU
Investment Objective
The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.
holds between
Generally
20-65 stocksin Australian & New Zealand
listed securities
management fee
1.10% p.a.performance fee
20% p.a.of outperformance above the S&P/ASX Small Ordinaries Accumulation index (after base mgt fee).
minimum investment
$25,000Investment Universe
Primarily
Excludes top 100ASX listed companies.
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Spheria Opportunities Fund
APIR Code: WHT0025AU
Investment Objective
The Fund aims to outperform the S&P/ASX Mid-Small Accumulation Index over the medium to long term.
holds between
Generally
20-65 stocksin Australian & New Zealand
listed securities
management fee
0.99% p.a.performance fee
15% p.a.of outperformance above the S&P/ASX Mid-Small Accumulation Index (after base mgt fee.)
minimum investment
$25,000Investment Universe
Primarily
Excludes top 50ASX listed companies
find out more