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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Morningstar’s Australia Active/Passive Barometer 2026
Skill, survival, and structure: a case for selectivity in active management
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New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds
The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,956.20 | 5.20 | 0.06% |
| CAC 40 | 8,116.46 | 38.45 | -0.47% |
| DAX 40 | 25,448.41 | 130.44 | -0.51% |
| Dow JONES (US) | 51,673.72 | 189.97 | -0.37% |
| FTSE 100 | 10,713.70 | 5.37 | 0.05% |
| HKSE | 24,834.12 | 253.63 | -1.01% |
| NASDAQ | 27,132.36 | 111.92 | -0.41% |
| Nikkei 225 | 65,018.95 | 882.70 | 1.38% |
| NZX 50 Index | 13,821.76 | 53.72 | -0.39% |
| S&P 500 | 7,742.31 | 22.33 | -0.29% |
| S&P/ASX 200 | 8,765.30 | 7.50 | 0.09% |
| SSE Composite Index | 3,936.52 | 15.61 | -0.39% |