InvestSMART

Spire Bridge US Seniors Housng III AUD Hedged - Managed Fund

Fund Objective
Bridge Investment Group will strategically assemble a blended portfolio of income-generating and value-add assets, whilst incorporating their Senior Living Operating Model. This will focus primarily on investments where Bridge can leverage its forward integration in an effort to provide an improved resident experience and better financial performance.
Fund Strategy
Bridge Investment Group will strategically assemble a blended portfolio of income-generating and value-add assets, whilst incorporating their Senior Living Operating Model. This will focus primarily on investments where Bridge can leverage its forward integration in an effort to provide an improved resident experience and better financial performance.

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 1.5% -2.55% -0.61% -5.76% 2.08% 3.55% -% -%
Growth return -1.23% 2% 0.82% -2.22% 4.93% -% -% -%
Income return 2.73% -4.55% -1.43% -3.54% -2.85% -% -% -%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Spire Bridge US Seniors Housng III AUD Hedged
Cash
6.88%
Property & Infrastructure
93.12%

General Information

Fund Details
Type Description
Spire Bridge US Seniors Housng III AUD Hedged
Spire Capital Pty Ltd
SPI1716AU
Not Rated
Unknown
1 Sep 2022
$5.95 million (as at 31 Mar 2026)
$1.0162 (as at 31 Mar 2026)
$1.0162 (as at 31 Mar 2026)
Open
Offer information
Type Description
Minimum initial investment $100,000
Savings plan comments
Redemption comments
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FAQs about the Spire Bridge US Seniors Housng III AUD Hedged

The objective of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is Bridge Investment Group will strategically assemble a blended portfolio of income-generating and value-add assets, whilst incorporating their Senior Living Operating Model. This will focus primarily on investments where Bridge can leverage its forward integration in an effort to provide an improved resident experience and better financial performance.

The strategy of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is Bridge Investment Group will strategically assemble a blended portfolio of income-generating and value-add assets, whilst incorporating their Senior Living Operating Model. This will focus primarily on investments where Bridge can leverage its forward integration in an effort to provide an improved resident experience and better financial performance.

The APIR code of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is SPI1716AU.

Spire Bridge US Seniors Housng III AUD Hedged’s total return last month was 1.5%. This was made up of a growth return of -1.23% and an income return of 2.73%. These returns were calculated as at 31 Mar 2026.

Spire Bridge US Seniors Housng III AUD Hedged’s total return for the last three months was -2.55%. This was made up of a growth return of 2% and an income return of -4.55%%. These returns were calculated as at 31 Mar 2026.

Spire Bridge US Seniors Housng III AUD Hedged’s one-year total return is -5.76%. This was made up of a growth return of -2.22% and an income return of -3.54%. These returns were calculated as at 31 Mar 2026.

Spire Bridge US Seniors Housng III AUD Hedged’s one-year total return is 3.55%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is :

Cash
6.88%
Property & Infrastructure
93.12%

The Responsible Entity for the Spire Bridge US Seniors Housng III AUD Hedged managed fund is Spire Capital Pty Ltd.

As at 31 Mar 2026, the size of the Spire Bridge US Seniors Housng III AUD Hedged managed fund was $5.95 million.

The Spire Bridge US Seniors Housng III AUD Hedged managed fund has an inception date of 1 Sep 2022.

The current entry price of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is $1.0162 per unit and the current exit price is $1.0162 per unit (as at 31 Mar 2026).

The current exit price of the Spire Bridge US Seniors Housng III AUD Hedged managed fund is $1.0162 per unit and the current entry price is $1.0162 per unit (as at 31 Mar 2026).

The minimum initial investment amount for the Spire Bridge US Seniors Housng III AUD Hedged managed fund is $100,000.

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.