InvestSMART

BWA Diversified BWA Growth - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.69% 4.76% 13.12% 11.01% 16.86% 12.97% -% -%
Growth return 1.69% 4.76% 10.92% 8.33% 14.18% 10.55% -% -%
Income return 0% 0% 2.2% 2.68% 2.68% 2.42% -% -%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BWA Diversified BWA Growth
Australian Equities
24.94%
International Equities
63.27%
Cash
7.02%
Property & Infrastructure
4.75%
Alternatives
0.02%

General Information

Fund Details
Type Description
BWA Diversified BWA Growth
Ironbark Asset Mgmt (Fund Services) Ltd
DAM5182AU
starstar (as at 31 Oct 2025)
Unknown
22 Dec 2020
$347.32 million (as at 7 Nov 2025)
$1.2126 (as at 10 Nov 2025)
$1.2126 (as at 10 Nov 2025)
Open
Offer information
Type Description
MER 1.91% (as at 30 Apr 2025)
Indirect Cost Ratio (ICR) 1.46% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments $1,000.00

FAQs about the BWA Diversified BWA Growth

The objective of the BWA Diversified BWA Growth managed fund is

The strategy of the BWA Diversified BWA Growth managed fund is

The APIR code of the BWA Diversified BWA Growth managed fund is DAM5182AU.

BWA Diversified BWA Growth’s total return last month was 1.69%. This was made up of a growth return of 1.69% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

BWA Diversified BWA Growth’s total return for the last three months was 4.76%. This was made up of a growth return of 4.76% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

BWA Diversified BWA Growth’s one-year total return is 11.01%. This was made up of a growth return of 8.33% and an income return of 2.68%. These returns were calculated as at 31 Oct 2025.

BWA Diversified BWA Growth’s one-year total return is 12.97%. This was made up of a growth return of 10.55% and an income return of 2.42%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the BWA Diversified BWA Growth managed fund is :

Australian Equities
24.94%
International Equities
63.27%
Cash
7.02%
Property & Infrastructure
4.75%
Alternatives
0.02%

The Responsible Entity for the BWA Diversified BWA Growth managed fund is Ironbark Asset Mgmt (Fund Services) Ltd.

As at 7 Nov 2025, the size of the BWA Diversified BWA Growth managed fund was $347.32 million.

The BWA Diversified BWA Growth managed fund has an inception date of 22 Dec 2020.

The current entry price of the BWA Diversified BWA Growth managed fund is $1.2126 per unit and the current exit price is $1.2126 per unit (as at 10 Nov 2025).

The current exit price of the BWA Diversified BWA Growth managed fund is $1.2126 per unit and the current entry price is $1.2126 per unit (as at 10 Nov 2025).

The minimum initial investment amount for the BWA Diversified BWA Growth managed fund is $20,000. Minimum additional investment is $1000.

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.