BR Wholesale Active Balanced Portfolio

The Wholesale Active strategy is an actively managed and diversified selection of investments, aimed at achieving better risk adjusted returns versus defined portfolio benchmarks. The strategy involves a greater focus on achieving investment returns net of cost versus a focus on costs alone and to this end the portfolio may invest in a variety of investment vehicles, such as direct shares, Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and specialist managed funds, driven by an overarching asset allocation determination. This portfolio is for Wholesale investors only.