Spheria Asset Management
Spheria Opportunities Fund
Mid-cap Opportunistic
Jun 2026 → Jul 2026
Our archive holds 2 letters from this strategy and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Spheria Asset Management for every strategy.
Performance
as of Jul 31, 2026 · net of fees · AUD
- 1Y+4.1%index +2.1%
- 3Y · /yr+11.5%index +7.9%
- 5Y · /yr+7.5%index +4.8%
- 10Y · /yr+9.3%index +7.9%
- Inception · /yr+9.8%index +8.4%
Index: S&P/ASX Mid-Small Accumulation Index
| 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Spheria Opportunities Fund | +4.1% | +11.5% | +7.5% | +9.3% | +9.8% |
| S&P/ASX Mid-Small Accumulation Index | +2.1% | +7.9% | +4.8% | +7.9% | +8.4% |
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
the largest contributors were an overweight position in Perpetual (PPT.ASX, +22%),