FEATURED INTERVIEW
We visited the Ticker studios in February 2025 to discuss the onslaught of US tariff's and what it means for Australian exports, and global trade alike
SPATIUM SMALL COMPANIES FUND
Performance figures are current as at 28 February 2025. Inception was 1 July 2018. Total returns are calculated using the sell (exit) price, net of fees, gross of tax, and assume reinvestment of distributions. Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are shown on a per annum compound basis. Past performance is not a reliable indicator of future performance.
INVESTMENT STRATEGY
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
