How to invest

Direct investors click below

Application Link

Access is also available via the following platforms:

  • Ausmaq
  • BT Panorama IDPS
  • Hub24 IDPS Menu
  • Macquarie Wrap IDPS and Super Menu
  • Mason Stevens
  • Netwealth
  • Powerwrap
  • The Fund is open for applications. The Fund has temporarily paused redemptions for a minimum 12 month period to 30 June 2024

    *Before making an application for units in the Fund, please read the Product Disclosure Statement (PDS) and the Target Market Determination (TMD). For an investment via platform, please refer to your IDPS operator's requirements.

Latest Fund Report
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Latest Fund Webinar
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Investor Presentation
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Product Disclosure Statement and Target Market Determination
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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

$ 1.71

December 2023

+ 10.1 %
Compound annual return since fund inception

Bombora Fund Performance (as at 31 December 2023)
1 Month 2.1%
3 Months 0.5%
12 Months -11.0%
3 Years (Compound Annual Return) -5.1%
Since Inception ( June 2018 ) 71.4%
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.

Independent Fund Research

Evergreen Ratings Video
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 December 2022 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 4.25 stars and is rated as a “Superior, High Grade Investment” 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.

Disclaimer

Target 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.

  • 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
  • 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
  • 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.

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