SPATIUM SMALL COMPANIES FUND
Performance figures are current as at 31 January 2024. The Spatium Small Companies Fund is a composite calculation of the SMA‘s inception (1 July 2018), through to the Fund’s inception and is net of fees, before tax, and assumes reinvestment of distributions.
Minimal cash weighting,often holding less than 3%
Long only, investing in ASX300 listed companies
Average holding period
of 30-45 days
A diversified portfolio, holding an average of 25-40 stocks
A focus on maintaining an equally weighted portfolio with regular rebalancing