InvestSMART

Spire Willowstone Agri Companies - Investment AUD - Managed Fund

Fund Objective
The aim of the Fund (as a base case) is to achieve a net return of 18% IRR with a 2.0x MoM; assuming conservative organic revenue growth and slight margin declines; driven by strong demand for chicken meat.
Fund Strategy
The Fund aims to raise capital to acquarie a 20% equity stake in a family owned and operated; South Australian based poultry processor which has been processing and selling high quality poultry products for over 30 years.Willowstone is attracted to the business because of its strong business model; highly cashflow-generative operations; long history of successful operations; exposure to strong industry fundamentals and the continuation of key management.

Fund Performance Comparison

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Peers
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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.
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Fees Comparison

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% p.a.
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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 -% -0.87% -1.68% -5.01% -% -% -% -%
Growth return -0.87% -0.87% -1.68% -5.01% -% -% -% -%
Income return -% 0% 0% 0% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.9% 1.85% 4.02% 4.2% 4.02% 2.58% 2.07%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
20.74%
Australian Equities
3.91%
International Equities
6.74%
Cash
46.38%
Property & Infrastructure
1.87%
Fixed Interest
20.36%

General Information

Fund Details
Type Description
Spire Willowstone Agri Companies - Investment AUD
Spire Capital Pty Ltd
SPI8081AU
Miscellaneous
Not Rated
Investment Fund
1 May 2024
n/a
$0.94987 (as at 30 Jun 2025)
$0.94987 (as at 30 Jun 2025)
Open
Offer information
Type Description
Minimum initial investment $100,000
Minimum additional investments $50,000

FAQs about the Spire Willowstone Agri Companies - Investment AUD

The objective of the Spire Willowstone Agri Companies - Investment AUD managed fund is The aim of the Fund (as a base case) is to achieve a net return of 18% IRR with a 2.0x MoM; assuming conservative organic revenue growth and slight margin declines; driven by strong demand for chicken meat.

The strategy of the Spire Willowstone Agri Companies - Investment AUD managed fund is The Fund aims to raise capital to acquarie a 20% equity stake in a family owned and operated; South Australian based poultry processor which has been processing and selling high quality poultry products for over 30 years.Willowstone is attracted to the business because of its strong business model; highly cashflow-generative operations; long history of successful operations; exposure to strong industry fundamentals and the continuation of key management.

The APIR code of the Spire Willowstone Agri Companies - Investment AUD managed fund is SPI8081AU.

Spire Willowstone Agri Companies - Investment AUD’s total return last month was -%. This was made up of a growth return of -0.87% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Spire Willowstone Agri Companies - Investment AUD’s total return for the last three months was -0.87%. This was made up of a growth return of -0.87% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

Spire Willowstone Agri Companies - Investment AUD’s one-year total return is -5.01%. This was made up of a growth return of -5.01% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Spire Willowstone Agri Companies - Investment AUD’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Spire Willowstone Agri Companies - Investment AUD managed fund is :

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

The Responsible Entity for the Spire Willowstone Agri Companies - Investment AUD managed fund is Spire Capital Pty Ltd.

The Spire Willowstone Agri Companies - Investment AUD managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Spire Willowstone Agri Companies - Investment AUD managed fund was $ million.

The Spire Willowstone Agri Companies - Investment AUD managed fund has an inception date of 1 May 2024.

The current entry price of the Spire Willowstone Agri Companies - Investment AUD managed fund is $0.94987 per unit and the current exit price is $0.94987 per unit (as at 30 Jun 2025).

The current exit price of the Spire Willowstone Agri Companies - Investment AUD managed fund is $0.94987 per unit and the current entry price is $0.94987 per unit (as at 30 Jun 2025).

The minimum initial investment amount for the Spire Willowstone Agri Companies - Investment AUD managed fund is $100,000. 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.