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  5. Boman Enhanced Income On - platform Units - Managed fund profile

Boman Enhanced Income On - platform Units - Managed Fund

Fund Objective
The Fund aims to outperform the S&P/ASX 200 Accumulation Index over rolling 3 year periods.
Fund Strategy
The Fund invests in 100% Australian shares; but may hold up to 5% in liquid assets.

Fund Performance Comparison

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Fees Comparison

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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 0.56% 1.8% 3.66% 7.51% 7.46% 6.81% 5.99% -%
Growth return 0% 0% 0% 0% 0% 0% -% -%
Income return 0.56% 1.8% 3.66% 7.51% 7.46% 6.81% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 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
25.41%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.46%
Property
1.93%
Fixed Interest
17.40%

General Information

Fund Details
Type Description
Boman Enhanced Income On - platform Units
BMY5511AU
Miscellaneous
Not Rated
Investment Fund
13 Mar 2020
n/a
$1 (as at 31 Mar 2025)
$1 (as at 31 Mar 2025)
Open
Offer information
Type Description
Minimum initial investment $100,000
Minimum additional investments $10,000.00

FAQs about the Boman Enhanced Income On - platform Units

The objective of the Boman Enhanced Income On - platform Units managed fund is The Fund aims to outperform the S&P/ASX 200 Accumulation Index over rolling 3 year periods.

The strategy of the Boman Enhanced Income On - platform Units managed fund is The Fund invests in 100% Australian shares; but may hold up to 5% in liquid assets.

The APIR code of the Boman Enhanced Income On - platform Units managed fund is BMY5511AU.

Boman Enhanced Income On - platform Units’s total return last month was 0.56%. This was made up of a growth return of 0% and an income return of 0.56%. These returns were calculated as at 31 Mar 2025.

Boman Enhanced Income On - platform Units’s total return for the last three months was 1.8%. This was made up of a growth return of 0% and an income return of 1.8%%. These returns were calculated as at 31 Mar 2025.

Boman Enhanced Income On - platform Units’s one-year total return is 7.51%. This was made up of a growth return of 0% and an income return of 7.51%. These returns were calculated as at 31 Mar 2025.

Boman Enhanced Income On - platform Units’s one-year total return is 6.81%. This was made up of a growth return of 0% and an income return of 6.81%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Boman Enhanced Income On - platform Units managed fund is :

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

The Boman Enhanced Income On - platform Units managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Boman Enhanced Income On - platform Units managed fund was $ million.

The Boman Enhanced Income On - platform Units managed fund has an inception date of 13 Mar 2020.

The current entry price of the Boman Enhanced Income On - platform Units managed fund is $1 per unit and the current exit price is $1 per unit (as at 31 Mar 2025).

The current exit price of the Boman Enhanced Income On - platform Units managed fund is $1 per unit and the current entry price is $1 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the Boman Enhanced Income On - platform Units managed fund is $100,000. Minimum additional investment is $10000.

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.