Spheria Wholesale Plus SMID Cap
BTA0480AU
Spheria Wholesale Plus SMID Cap BTA0480AU Strategy
The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Accumulation Index excluding the S&P/ASX 20 Index. The Fund may also invest in securities listed on other exchanges where such securities relate to ASX‑listed securities. Derivative instruments may be used to replicate underlying positions and hedge market and company-specific risks.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
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It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
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Chart of the Week: Active or Passive? The results may surprise you
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,894.60 | 8.90 | -0.10% |
| CAC 40 | 7,761.42 | 103.65 | -1.32% |
| DAX 40 | 25,067.12 | 382.07 | -1.50% |
| Dow JONES (US) | 51,001.47 | 519.81 | -1.01% |
| FTSE 100 | 10,458.69 | 83.00 | -0.79% |
| HKSE | 24,130.50 | 150.06 | -0.62% |
| NASDAQ | 27,403.99 | 195.89 | -0.71% |
| Nikkei 225 | 70,035.71 | 648.27 | -0.92% |
| NZX 50 Index | 13,684.04 | 16.08 | -0.12% |
| S&P 500 | 7,774.91 | 44.02 | -0.56% |
| S&P/ASX 200 | 8,727.70 | 8.00 | -0.09% |
| SSE Composite Index | 3,842.19 | 11.74 | 0.31% |