Barrett Opportunity Fund — new fund registration

Segall Bryant & Hamill Trust registered 1 new fund series on Form 485APOS, filed 2023-06-16. Featured series: Barrett Opportunity Fund.

Registration

• Registrant / trust: Segall Bryant & Hamill Trust
• CIK: 0000357204
• Form: 485APOS
• Filed: 2023-06-16
• State of incorporation: MA
• Accession: 0001580642-23-003235
• Reported net assets: $21.8M

Series & classes (1)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 1.55%
• Management fee: 0.65%
• Net expense ratio: 0.99%
• Other expenses: 0.90%

Investment objective

The Barrett Opportunity Fund (the Fund) seeks to achieve above average long term capital appreciation. Current income is a secondary objective.

Advisers

• SEGALL BRYANT AND HAMILL LLC (Advisor)

Other filings by this registrant (15)

• 485APOS — 2025-12-31 (1 new series)
• 485APOS — 2023-09-22 (2 new series)
• 485APOS — 2023-06-20 (1 new series)
• 485APOS — 2023-03-28 (1 new series)
• 485APOS — 2022-04-08 (10 new series)
• 485APOS — 2019-10-16 (2 new series)
• 485APOS — 2019-02-28
• 485APOS — 2019-02-21 (8 new series)
• 485APOS — 2018-09-28 (2 new series)
• 485APOS — 2018-03-01
• 485APOS — 2017-02-28
• 485APOS — 2016-09-30 (4 new series)

More

• Registrant profile: Segall Bryant & Hamill Trust
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