Spheria Asset Management
Spheria Emerging Companies Limited
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Spheria Asset Management for every strategy.
Performance
as of Jul 31, 2026 · net of fees
- 1Y−4.5%index +1.8%
- 3Y · /yr+6.6%index +7.5%
- 5Y · /yr+3.4%index +2.2%
- Inception · /yr+6.7%index +5.2%
Index: S&P/ASX Small Ordinaries Accumulation Index
| 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|
| Spheria Emerging Companies Limited | −4.5% | +6.6% | +3.4% | +6.7% |
| S&P/ASX Small Ordinaries Accumulation Index | +1.8% | +7.5% | +2.2% | +5.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jul 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Over the month the largest contributors were an overweight position in Perpetual (PPT.ASX, +22%), an overweight position in Karoon Energy (KAR.ASX, +20%), and an overweight position in Fletcher Building (FBU.ASX, +10%).