Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.16% | 4.97% | 14.77% | 28.24% | 20.54% | 12.3% | 11.01% | 9.95% |
Growth return | 1.16% | -8.31% | 0.25% | 12.02% | 7.89% | 0.56% | 3.9% | 4.02% |
Income return | 0% | 13.28% | 14.52% | 16.22% | 12.65% | 11.74% | 7.11% | 5.93% |
Market index (S&P/ASX Small Ordinaries TR AUD)
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Total return | 8.41% | 12.42% | 16.72% | 23.4% | 15.71% | 9.81% | 7.91% | 9.19% |
Type | Description |
Sandon Capital Activist | |
FHT0010AU | |
Equity Australia Mid/Small Value | |
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|
Investment Fund | |
1 Sep 2009 | |
$57.67 million (as at 18 Sep 2025) | |
$2.2685 (as at 18 Sep 2025) | |
$2.2549 (as at 18 Sep 2025) | |
Open |
Type | Description |
MER | 1.54% (as at 21 Jan 2025) |
Indirect Cost Ratio (ICR) | 1.54% (as at 30 Jun 2024) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | $250,000 |
Minimum additional investments | $50,000 |
The objective of the Sandon Capital Activist managed fund is To generate attractive risk-adjusted capital growth with some income.
The strategy of the Sandon Capital Activist managed fund is To extract and enhance value from investing in listed companies and trusts by engaging in shareholder 'activism'.
The APIR code of the Sandon Capital Activist managed fund is FHT0010AU.
Sandon Capital Activist’s total return last month was 1.16%. This was made up of a growth return of 1.16% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Sandon Capital Activist’s total return for the last three months was 4.97%. This was made up of a growth return of -8.31% and an income return of 13.28%%. These returns were calculated as at 31 Aug 2025.
Sandon Capital Activist’s one-year total return is 28.24%. This was made up of a growth return of 12.02% and an income return of 16.22%. These returns were calculated as at 31 Aug 2025.
Sandon Capital Activist’s one-year total return is 12.3%. This was made up of a growth return of 0.56% and an income return of 11.74%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Sandon Capital Activist managed fund is :
The Sandon Capital Activist managed fund belongs to the Equity Australia Mid/Small Value sector/asset class.
As at 18 Sep 2025, the size of the Sandon Capital Activist managed fund was $57.67 million.
The Sandon Capital Activist managed fund has an inception date of 1 Sep 2009.
The current entry price of the Sandon Capital Activist managed fund is $2.2685 per unit and the current exit price is $2.2549 per unit (as at 18 Sep 2025).
The current exit price of the Sandon Capital Activist managed fund is $2.2549 per unit and the current entry price is $2.2685 per unit (as at 18 Sep 2025).
The minimum initial investment amount for the Sandon Capital Activist managed fund is $250,000. Minimum additional investment is $50000.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.