Spheria SMID Cap
WHT0025AU
Spheria SMID Cap WHT0025AU Strategy
The Fund aims to hold approximately 20 to 65 securities at any time. Individual asset holdings are limited to 10% of the Fund’s NAV. The Investment Manager may use exchange traded derivatives for hedging purposes as part of its investment strategy subject to the underlying effective face value being limited to 10% of the NAV of the Fund.
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.
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,920.20 | 13.80 | 0.15% |
| CAC 40 | 8,166.78 | 50.02 | 0.62% |
| DAX 40 | 25,512.47 | 151.32 | 0.60% |
| Dow JONES (US) | 52,064.10 | 316.56 | -0.60% |
| FTSE 100 | 10,674.53 | 65.61 | 0.62% |
| HKSE | 24,805.63 | 148.84 | -0.60% |
| NASDAQ | 26,081.72 | 171.62 | -0.65% |
| Nikkei 225 | 64,011.34 | 1,259.61 | -1.93% |
| NZX 50 Index | 13,580.33 | 130.68 | -0.95% |
| S&P 500 | 7,591.70 | 44.66 | -0.58% |
| S&P/ASX 200 | 8,741.20 | 23.30 | 0.27% |
| SSE Composite Index | 3,888.11 | 46.29 | -1.18% |