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Showing 1 - 10 of 17 results for "Spheria"

Spheria mulls converting emerging companies LIC

ANDREW MCKEAN  |  WEDNESDAY, 17 JAN 2024
Spheria Emerging Companies (SEC) has floated a conditional proposal allowing shareholders to exchange their shares for units in the Spheria Australian Smaller Companies Fund. This follows SEC consistently trading below its net tangible asset (NTA) per ...

Pinnacle steadies FY23 profit, FUM

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... Coolabah, Firetrail, Five V, Hyperion, Langdon, Longwave, Metrics, Palisade, Plato, Resolution Capital, Riparian, Solaris and Spheria. Pinnacle named the Spheria Australian Microcap Fund as its star performer, outperforming its benchmark by delivering ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... First Sentier's Wholesale Developing Companies Fund (-18.6% p.a.) and Ausbil's Microcap Fund (-18.3% p.a.). The Spheria Australian Microcap Fund on the other hand, returned 33.9% p.a., to top the leagues table on a three-year basis. The fund ...

Top Aussie equities funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 13 MAY 2022
... years while the next highest achievers both saw a return of 26.5%, that being the SGH Emerging Companies Fund and the Spheria Australian Microcap Fund. Note, over one year, the Spheria fund ranks first with a return of 42.7%. For large caps, PM Capital's ...

Spheria snares Schroders talent

ANDREW MCKEAN  |  WEDNESDAY, 11 MAY 2022
Spheria Asset Management has reunited new appointee Daniel Peters with his former Schroders colleagues. Peters, who was today announced as Spheria's head of research, will work alongside former Schroders peers and Spheria co-founders Mathew Booker ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Global Energy Companies ETF (49% p.a.), BetaShares Geared US Equity ETF (47% p.a.), and Fiducian India Fund (45% p.a.). The Spheria Australian Microcap Fund (45.1% p.a.), Ausbil Global Resources Fund (45% p.a.), Perpetual Geared Australian Share Fund ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... Oil Index ETF delivered 83% p.a. Auscap Long Short Australian Equities (76% p.a.) came in third place, followed by the Spheria Australian Microcap Fund (73% p.a.), India Avenue Equity Fund (69% p.a.), Ausbil Australian SmallCap Fund (69% p.a.) VanEck ...

HUB24 to acquire Class

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... vote in favour of the acquisition. All directors intend to vote all shares they control in favour of the scheme, as does Spheria Asset Management which owns approximately 19.99% of Class. Class chair Matthew Quinn said the acquisition allows Class shareholders ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... Companies Fund (13.4% p.a.). Pengana Emerging Companies Fund (1.6% p.a.), Investors Mutual Small Cap Fund (-1% p.a.) and Spheria Australian Microcap Fund (-1.7% p.a.) were the worst performance in the Australian equities small cap space. Due to extreme ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... in 10 days. Less liquid strategies included Perennial Value Smaller Companies, Australian Ethical Australian Share, and Spheria Australian Smaller Companies, which take 60 days or longer to sell down 80% of their portfolios. Morningstar also revealed ...
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