Portfolios

BlueRock MDA (Super)

Portfolio

The BlueRock Investment Committee oversees 4 core investment offerings on behalf of BlueRock clients via a Managed Discretionary Account (MDA). The ‘MDA’ provides BlueRock with discretion (within defined risk parameters) to make proactive portfolio changes, without requiring approval from clients on each occasion. This helps us to deliver a more active, efficient and from our perspective, a better risk managed solution. Our investment solution is not a BlueRock product, we do not invest into ‘in-house’ investments, and at no stage do BlueRock directly hold or transfer any client assets. Our service is one of portfolio management, which can be turned off by you at any time, without needing to sell your investments.
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Resources

The below are links to key documents in relation to the BlueRock portfolios.
Guide
Document
BlueRock Managed Account Service Investment Mandate
Guide
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BlueRock Managed Portfolio Disclosure Document
Guide
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Mason Stevens Fee Schedule
Guide
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Mason Stevens Financial Services Guide
Guide
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Mason Stevens Global Investment Service Guide
Guide
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Mason Stevens Super Additional Information Guide
Guide
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Mason Stevens Super Investment Guide
Guide
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Mason Stevens Super Product Disclosure Statement