Morningstar Investor users sign in here.

Spheria Wholesale Plus Aus Smllr Coms Fd

WFS8908AU

Spheria Wholesale Plus Aus Smllr Coms Fd WFS8908AU Strategy

The fund generally invests predominantly in listed companies which are outside the top 100 ASX listed companies by market capitalisation and companies listed on the New Zealand Stock Exchange with an equivalent market capitalisation.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,953.90 20.90 -0.26%
CAC 40 7,503.27 204.75 -2.66%
DAX 40 18,002.02 263.66 -1.44%
Dow JONES (US) 38,589.16 57.94 -0.15%
FTSE 100 8,146.86 16.81 -0.21%
HKSE 18,086.31 144.53 0.81%
NASDAQ 17,688.88 21.32 0.12%
Nikkei 225 38,106.41 708.15 -1.82%
NZX 50 Index 11,737.23 127.66 -1.08%
S&P 500 5,431.60 2.14 -0.04%
S&P/ASX 200 7,709.50 14.80 -0.19%
SSE Composite Index 3,020.93 11.70 -0.39%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.15 0.10 -2.93%
Red 5 Ltd RED 0.46 0.02 3.37%
Core Lithium Ltd CXO 0.09 0.01 -7.07%
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Imugene Ltd IMU 0.06 0.00 -5.17%
Droneshield Ltd DRO 1.40 0.06 -4.12%
Tabcorp Holdings Ltd TAH 0.65 0.01 -0.76%
De Grey Mining Ltd DEG 1.04 0.03 2.97%
GQG Partners Inc GQG 2.65 0.12 -4.17%
Botanix Pharmaceuticals Ltd BOT 0.34 0.01 3.03%