InvestSMART

Bombora Special Investments Growth - Managed Fund

Fund Objective
To achieve strong positive risk adjusted returns over the medium to long-term.
Fund Strategy
The Fund's initial Investment Strategy is to create a portfolio of actively managed investments with a focus on capital growth, by applying fundamental bottom up research, screening, diligence and structuring in companies in targeted industries. The Trustee will utilise its network of industry experts in identifying, analysing and actively managing its investments, providing unique opportunities.

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 -0.06% 2.72% 3.08% 7.7% -0.06% -2.76% -0.39% -%
Growth return -0.06% 2.72% 3.08% 7.7% -0.06% -2.76% -0.39% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 3.44% 15.31% 25.25% 21.5% 20.14% 15.54% 9.27% 9.62%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Bombora Special Investments Growth
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
0.60%
Australian Equities
91.18%
International Equities
3.90%
Cash
3.98%
Property & Infrastructure
0.34%
Fixed Interest
0%

General Information

Fund Details
Type Description
Bombora Special Investments Growth
BIM8414AU
Equity Australia Mid/Small Blend
starstar (as at 28 Feb 2025)
Investment Fund
1 Jun 2018
n/a
$1.7048 (as at 31 Aug 2025)
$1.6946 (as at 31 Aug 2025)
Open
Offer information
Type Description
MER 4.23% (as at 20 Dec 2024)
Indirect Cost Ratio (ICR) 2.30% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $50,000
Minimum additional investments $50,000

FAQs about the Bombora Special Investments Growth

The objective of the Bombora Special Investments Growth managed fund is To achieve strong positive risk adjusted returns over the medium to long-term.

The strategy of the Bombora Special Investments Growth managed fund is The Fund's initial Investment Strategy is to create a portfolio of actively managed investments with a focus on capital growth, by applying fundamental bottom up research, screening, diligence and structuring in companies in targeted industries. The Trustee will utilise its network of industry experts in identifying, analysing and actively managing its investments, providing unique opportunities.

The APIR code of the Bombora Special Investments Growth managed fund is BIM8414AU.

Bombora Special Investments Growth’s total return last month was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Bombora Special Investments Growth’s total return for the last three months was 2.72%. This was made up of a growth return of 2.72% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Bombora Special Investments Growth’s one-year total return is 7.7%. This was made up of a growth return of 7.7% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Bombora Special Investments Growth’s one-year total return is -2.76%. This was made up of a growth return of -2.76% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Bombora Special Investments Growth managed fund is :

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

The Bombora Special Investments Growth managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at , the size of the Bombora Special Investments Growth managed fund was $ million.

The Bombora Special Investments Growth managed fund has an inception date of 1 Jun 2018.

The current entry price of the Bombora Special Investments Growth managed fund is $1.7048 per unit and the current exit price is $1.6946 per unit (as at 31 Aug 2025).

The current exit price of the Bombora Special Investments Growth managed fund is $1.6946 per unit and the current entry price is $1.7048 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the Bombora Special Investments Growth managed fund is $50,000. 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.