Stock SEC SPHERIA EMERGING COMPANIES LIMITED
Add to a list
To use this feature you must be a member
Log inSign up

Company Spheria Emerging Companies Limited

Equities

SEC

AU000000SEC3

Investment Management & Fund Operators

Market Closed - Australian S.E.
Other stock markets
 02:10:11 2024-05-03 am EDT 		5-day change 1st Jan Change
2.18 AUD +1.40% Intraday chart for Spheria Emerging Companies Limited +0.93% +10.10%
Mar. 05 Transcript : Spheria Emerging Companies Limited, H1 2024 Earnings Call, Mar 05, 2024
Feb. 22 Spheria Emerging Companies Limited Reports Earnings Results for the Half Year Ended December 31, 2023 CI

Business Summary

Spheria Emerging Companies Limited is an Australia-based listed investment company. The principal activity of the Company is to provide shareholders the opportunity to invest in an actively managed equities portfolio that provides exposure to Australian small-cap securities. The investment objective of the Company over each full investment cycle (typically 3-5 years) is to generate total returns greater than the S&P/ASX Small Ordinaries Accumulation Index (the Benchmark) and provide investors with capital growth by investing predominantly in listed entities within the Benchmark. The Company offers investors access to an actively managed portfolio, predominantly comprised of Australian small-cap securities. The Company’s investment manager is Spheria Asset Management Pty Limited.

Sales per Business

AUD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
17 100.0 % 8 100.0 % -49.93%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
17 100.0 % 8 100.0 % -49.93%

Managers

Managers TitleAgeSince
Calvin Kwok SEC
 Corporate Secretary - 17-11-30
Daniel Peters
- -

Members of the board

Members of the board TitleAgeSince
Matthew Booker BRD
 Director/Board Member - 21-10-20
Jonathan Trollip CHM
 Chairman - 17-09-11
Lorraine Berends BRD
 Director/Board Member - 17-09-11

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 59,796,502 52,780,995 ( 88.27 %) 0 88.27 %

Shareholders

NameEquities%Valuation
MLC Investments Ltd.
5.730 %
3,446,639 5.730 % 5 M $
Netwealth Investments Ltd.
4.073 %
2,450,012 4.073 % 4 M $
Perennial Value Management Ltd.
2.031 %
1,221,528 2.031 % 2 M $
Spheria Asset Management Pty Ltd.
0.9070 %
545,537 0.9070 % 797 237 $
Tql Investments Pty Ltd.
0.4987 %
300,000 0.4987 % 438 414 $
Dominic McCormick
0.4987 %
300,000 0.4987 % 438 414 $
Macoun Family Super Pty Ltd.
0.4156 %
250,000 0.4156 % 365 345 $
Sibew Pty Ltd.
0.3792 %
228,114 0.3792 % 333 361 $
Matthew Booker
0.3686 %
221,716 0.3686 % 324 011 $
John Harrison Derek
0.3325 %
200,000 0.3325 % 292 276 $

Company contact information

Spheria Emerging Cos. Ltd.

Australia Square Tower 264 George Street

2000, Sydney

+

http://www.spheria.com.au
address Spheria Emerging Companies Limited(SEC)

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
Other Investment Management & Fund Operators

Sector Other Investment Management & Fund Operators

1st Jan change Capi.
SPHERIA EMERGING COMPANIES LIMITED Stock Spheria Emerging Companies Limited
+10.10% 84.1M
BLACKROCK, INC. Stock BlackRock, Inc.
-6.75% 113B
UBS GROUP AG Stock UBS Group AG
-6.36% 85.41B
BROOKFIELD CORPORATION Stock Brookfield Corporation
+7.17% 62.94B
APOLLO GLOBAL MANAGEMENT, INC. Stock Apollo Global Management, Inc.
+16.30% 63.77B
BANK OF NEW YORK MELLON CORPORATION (THE) Stock Bank of New York Mellon Corporation (The)
+8.74% 42.33B
AMERIPRISE FINANCIAL, INC. Stock Ameriprise Financial, Inc.
+9.65% 41.48B
3I GROUP PLC Stock 3i Group plc
+18.26% 34.25B
T. ROWE PRICE GROUP INC. Stock T. Rowe Price Group Inc.
+3.22% 24.82B
STATE STREET CORPORATION Stock State Street Corporation
-5.50% 22.05B
Other Investment Management & Fund Operators
  1. Stock Market
  2. Equities
  3. SEC Stock
  4. Company Spheria Emerging Companies Limited