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Spheria Opportunities Fund (0P0000Q23V)

澳大利亚悉尼

从投资组合添加/删除添加至投资组合

1.247 +0.010 +0.41%

13/06 - 闭盘. AUD 货币 ( 免责声明 )

类型: 基金

市场: 澳大利亚

发行商: Spheria Asset Management Pty Limited

ISIN: AU60WHT00253

资产类别: 股票

晨星评级:
总资产: 19.33M

0P0000Q23V概述

本页面提供Spheria Opportunities Fund的详细介绍，帮助您了解0P0000Q23V的高管、总资产、投资策略和联系方式等信息。

种类

Equity Australia Mid/Small Blend

总资产

19.33M

费用

开始日期

2010年6月22日

联络信息

地址 L 35 60 Margaret St
SYDNEY,NSW 2000
Australia

电话 0416529547

网址 adam.lund@spheria.com.au

高管

名称	标题	任期	至
Marcus Burns	-	2016	now
背景介紹	Marcus is a co-founder of Spheria and has been a Portfolio Manager since Spheria's inception in April 2016. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years. Marcus has an established track record generating strong investment portfolio returns for investors. He worked alongside his Co-Portfolio Manager Matthew Booker at Schroders since the beginning of 2013 and co-managed the Australian small and micro-cap portfolios with Matthew. These funds generated double digit returns above benchmark during this timeframe.
Matt Booker	-	2016	now
背景介紹	Matthew is a co-founder of Spheria Asset Management and a portfolio manager with research responsibilities. He has managed small company portfolios through volatile market cycles for over 16 years and has established a significant track record for generating returns that have exceeded portfolio benchmarks. Prior to co-founding Spheria, Mr Booker worked at Concord Capital and then Schroders, managing the smaller companies fund as well as the micro-cap product at Schroders. Mr Booker is an Associate of the Institute of Actuaries of Australia and a Fellow of FINSIA. He has over 25 years of financial markets experience.
Adam Lund	-	2016	now
背景介紹	Adam is one of the founding members of the Manager at Spheria and is responsible for the trading of all of the Manager’s investment strategies. Adam also has research and portfolio construction responsibilities. Adam’s career began in 2005 at Thomas Hopper & Partners Chartered Accountants where he worked across the taxation, audit and company account divisions. Prior to Spheria, Adam spent 5 years as an equities and derivatives trader at Schroders Investment Management Australia. Adam worked closely with Matthew Booker and Marcus Burns trading for the small and micro cap funds.

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近期报价

	名称	价格	涨跌额	涨跌幅
	Spheria Opportuni.	1.247	+0.010	+0.41%