Distinguished Track Record
Although past returns are not an indicator of future returns, the Bombora Investment Team aims to achieve strong risk-adjusted returns over the medium to long term.
Bombora Fund Unit Price
$ 1.58September 2024
Compound annual return since fund inception
Bombora Fund Performance (as at 30 September 2024) | |
1 Month | -0.2% |
3 Months | -0.3% |
12 Months | -7.6% |
3 Years (Compound Annual Return) | -11.9% |
Since Inception ( June 2018 ) | 57.6% |
Performance is reported net of all fees and assumes reinvestment of distributions. Past performance is not a reliable indicator of future returns. The NAV unit price has been used for performance report, however, if an investor is to come out of the fund that would be done at the exit price. Numbers greater than one-year are annualised. |
In January 2022, Evergreen Ratings conducted and released an independent rating review of the Fund as 'Highly Commended'
"The Bombora Special Investments Growth Fund is a well-considered, carefully crafted and managed portfolio of early-stage growth companies."
A copy of the report is available on request
Independent Fund Research
During November 2023 SQM Research conducted and released a fourth independent rating review of the Fund
We are proud to announce that the Fund received an upgrade to 4.00 stars and is rated as a “Superior” by SQM
A copy of the report is available on request
Research House Rating Disclaimer
Ratings are only one factor to be taken into account when deciding whether to invest in a financial product
Please refer to the research house ratings disclaimers at below.
DisclaimerTarget Asset Allocation
The Bombora Fund has a concentrated portfolio of ~20-60 unique, high conviction holdings, set to deliver strong, risk adjusted returns to investors over the medium to long term.
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Actively Managed Pre-IPO 40-50%
- 10 – 20 individual investments at any one time
- Average individual investment size of 3–5 % of the portfolio
- Investments spread across key investment themes and sectors
- More than 50% actively managed by designated member of the Bombora team
- Includes convertible note and special situation opportunities
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Actively Managed Listed Equities 20-30%
- 6–10 actively managed investments, often from pre IPO portfolio
- Average individual investment size of 4–7% of the portfolio
- 5–20% issued equity of each company
- Active positions managed by designated member of the Bombora team
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Cash and Liquid Listed Equities 20-40%
- 10-20% cash; and
- 15 – 30 liquid listed equity investments, increasing portfolio diversity
Our Philosophy
Bombora’s investment philosophy is driven by four key principles which sets us apart from traditional fund managers:
01
Originate unique opportunities
Bombora create, structure and invest in opportunities through our deep transactional and capital markets expertise.
02
Active investments
Bombora drives value in our investments via active, collaborative and strategic participation.
03
Pre IPO and equity linked investments
Bombora’s will take positions in private companies where there is an aim to list in 3-24 months, and will hold interests in publicly listed companies.
04
Team of proven operators in target sectors
Bombora utilises industry specialists to leverage global networks and ensure deep domain knowledge.
Co-Investment opportunities
Bombora Fund unitholders can enjoy exclusive access to co-investment opportunities that are typically not available to the wider market. Our network has enjoyed access to a number of exciting high-growth Australian and New Zealand companies over the last seven years.
Find out more