Spheria Australian Microcap
WHT0066AU
Spheria Australian Microcap WHT0066AU Strategy
Spheria is a fundamental based investment manager with a bottom-up focus, specialising in smaller companies. Spheria’s investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained, and the security is trading at a discount to the calculated intrinsic value, subject to certain risk criteria.
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
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,092.70 | 63.90 | 0.71% |
| CAC 40 | 7,621.04 | 10.97 | -0.14% |
| DAX 40 | 23,846.07 | 88.38 | 0.37% |
| Dow JONES (US) | 44,111.74 | 61.90 | -0.14% |
| FTSE 100 | 9,142.73 | 14.43 | 0.16% |
| HKSE | 24,836.46 | 66.07 | -0.27% |
| NASDAQ | 20,916.55 | 137.03 | -0.65% |
| Nikkei 225 | 40,802.73 | 253.19 | 0.62% |
| NZX 50 Index | 12,913.94 | 36.90 | 0.29% |
| S&P 500 | 6,299.19 | 30.75 | -0.49% |
| S&P/ASX 200 | 8,827.20 | 56.80 | 0.65% |
| SSE Composite Index | 3,619.61 | 2.01 | 0.06% |