Portfolios

Wholesale Active High Growth

Portfolio

The BlueRock Wholesale Active Portfolio 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.
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Resources

The below are links to key disclosure documents for all the underlying investments within this BlueRock portfolio.
Guide
Document
+ Wholesale Active High Growth Portfolio Performance Report - June 2021
Guide
Web
Arnott Opportunities Trust
Guide
Web
Blackmore Concentrated Australian SMA
Guide
Document
CC RWC Global Emerging Markets Fund
Guide
Document
CC Sage Capital Absolute Return Fund
Guide
Document
ClearBridge RARE Infrastructure Income Fund - Hedged (Class A)
Guide
Document
Lakehouse Small Companies Fund
Guide
Document
Partners Group Global Value Fund (AUD) Wholesale
Guide
Document
SPDR® Dow Jones® Global Real Estate Fund ETF
Guide
Document
VanEck China New Economy ETF
Guide
Document
VanEck Vectors Australian Property ETF
Guide
Document
VanEck Vectors Gold Miners ETF
Guide
Document
Vanguard Consumer Staples ETF
Guide
Document
Vanguard FTSE Emerging Markets ETF
Guide
Document
iShares Global Healthcare ETF
Guide
Web
iShares Gold Trust ETF
Guide
Web
iShares MSCI China ETF