The Spire USA ROC IV Fund (AUD) (the “Fund”) feeds into Bridge Multifamily Fund IV LP (70%) and Bridge Office Fund I LP (30%). Spire USA ROC IV Fund (AUD) seeks to generate regular income and capital appreciation through value-add US real estate investments. The Fund owns 0.66% of BMF IV’s diverse portfolio of 59 multifamily investments in high-growth markets, while exposure to BOF I has decreased to less than 2% due to US office sector underperformance. Bridge manages approximately $25 billion in assets, including 40,000 multifamily units, 12,500 senior housing units and 14.4 million square feet of commercial office space across 23 states.
| Performance as at 31 October 2025 | Net Returns* |
|---|---|
| 1 month | 2.16% |
| 3 months | -1.33% |
| 6 months | -1.82% |
| 1 year | -1.80% |
| Since inception p.a.* | 1.22% |
| Unit Price | $1.2514 |
*Past performance is not an indicator of future performance. Performance table is based on the aggregated total application amount and units issued during the capital raising period and includes Unit Price growth from commencement of NAV based unit pricing following completion of capital raising in June 2019. Unit Price and performance do not include the value of Foreign Income Tax Offsets (FITOs) which have been accrued. Individual investor performance will vary according to the Issue Price at which they were issued Units in the Fund. The since inception performance is measured as the is the Internal Rate of Return since inception. The IRR is the annualised rate of return that equates the amount and timing of irregular cashflows since inception with the period end value.
| Period to | Distribution amount (Cents per unit) | Reinvestment Price | Distribution Component |
|---|---|---|---|
| 30 June 2025 | 4.6749 CPU Cash; 0.7782 CPU FITOs | N/A | |
| 30 June 2024 | Nil CPU cash; 0.2286 CPU FITOs | N/A | Download File |
| 30 June 2023 | Nil CPU cash; 0.4983 CPU FITOs | N/A | Download File |
| 30 June 2022 | 6.5273 CPU cash; 0.6059 CPU FITOs | $1.8825 | Download File |
| 30 June 2021 | 0.5036 CPU cash; Nil CPU FITOs | $1.4080 | Download File |
| 30 June 2020 | 1.8927 CPU cash; 0.4730 CPU FITOs | $1.4274 | Download File |
| 30 June 2019 | 4.3931 CPU cash; 0.1570 CPU FITOs | $1.3489 | Download File |
| Off Market Transfer Form | Download File |
| Change of Contact Details Form | Download File |
| Change of Advisor Form | Download File |
| Change for Bank Details Form | Download File |
| TFN/ABN Notification Form | Download File |
| Spire Capital Master Fund Financial Report 2024 | Download File |
How to invest
Via your financial adviser
Please reach out to your financial adviser for more information on Spire Capital and our investment offerings. Spire investments are available on a range of administration platforms including Netwealth, HUB24 and Mason Stevens.
