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Sandon Capital Activist - Managed Fund

Fund Objective
To generate attractive risk-adjusted capital growth with some income.
Fund Strategy
To extract and enhance value from investing in listed companies and trusts by engaging in shareholder 'activism'.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  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)
Total return 8.41% 12.42% 16.72% 23.4% 15.71% 9.81% 7.91% 9.19%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Sandon Capital Activist
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.27%
International Equities
3.88%
Cash
3.90%
Property & Infrastructure
0.34%
Fixed Interest
0%
Alternatives
0.60%

General Information

Fund Details
Type Description
Sandon Capital Activist
FHT0010AU
Equity Australia Mid/Small Value
starstarstar (as at 31 Aug 2025)
Investment Fund
1 Sep 2009
$57.67 million (as at 18 Sep 2025)
$2.265 (as at 19 Sep 2025)
$2.2514 (as at 19 Sep 2025)
Open
Offer information
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

FAQs about the Sandon Capital Activist

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 :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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 $2.265 per unit and the current exit price is $2.2514 per unit (as at 19 Sep 2025).

The current exit price of the Sandon Capital Activist managed fund is $2.2514 per unit and the current entry price is $2.265 per unit (as at 19 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.