The Spire Bridge US Seniors Housing Fund III (AUD) Hedged (‘SBSHFIII’ or “the Fund”) provides an opportunity to capitalise on the continuing demand for healthcare real estate, driven by an ageing population, the expanding spectrum of available medical care and a fragmented aged care industry. The Fund will seek to invest in for-rent private pay seniors housing communities where residents can age-in-place. 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.
| Performance as at 31 October 2025 | Net Returns* |
|---|---|
| 1 month | 0.49% |
| 3 months | -3.00% |
| 6 months | -2.24% |
| 1 year | 0.61% |
| Since Inception p.a* | 0.93% |
| Unit Price | $1.0275 |
*Past performance is not an indicator of future performance. The 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 November 2022. Unit Price and performance do not include the value of Foreign Income Tax Offsets (FITOs) which have been distributed in addition to cash. Please note, that each investor’s performance numbers are calculated on an individual basis from their time of application and may differ from the above. “Performance since inception” is measured as the annualised Internal Rate of Return since inception.
| Period | Distribution Amount (cents per unit) | EX Price | Downloads |
|---|---|---|---|
| 30 June 2025 | Nil CPU Cash; 0.3623 CPU FITOs | N/A | |
| 30 June 2024 | Nil CPU Cash; 0.1857 CPU FITO's | N/A | Download File |
| 30 June 2023 | Nil CPU Cash; 0.0492 CPU FITO's | N/A | Download File |
| Off Market Transfer Form | Download File |
| Change in Address & Communication Election Form | Download File |
| Letter of Authority Form | Download File |
| Change of Advisor 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.
