
Portfolios
Wholesale Impact
Portfolio
There is a growing global awareness and movement towards ‘investing for good’ and with the significant growth of new technologies, renewable energies, social infrastructure and medical advancements, investing with a positive impact objective doesn't require investors to forgo the potential to achieve a sound financial investment outcome. The Wholesale Impact portfolio extends beyond applying a simple ESG (Environmental, Social, Governance) filter, to incorporate a specific mandate of investing in asset classes and strategies which are focused on making a positive impact on our world. This portfolio is for Wholesale investors only.
Powered by the BlueRock community
Resources
The below are links to key disclosure documents for all the underlying investments within this BlueRock portfolio.
Guide
Document
+ Wholesale Impact Portfolio Performance Report - March 2022
Guide
Document
Australian Ethical Australian Shares Fund (Wholesale)
Guide
Document
Australian Unity Property Income Fund
Guide
Document
BetaShares Climate Change Innovation ETF
Guide
Document
BetaShares Global Sustainability Leaders ETF
Guide
Document
ClearBridge RARE Infrastructure Income Fund - Hedged (Class A)
Guide
Document
Ellerston JAADE Australian Private Assets Fund (Retail)
Guide
Document
Federation Alternative Investments II
Guide
Document
Inspire Australian Equities Fund
Guide
Document
Metrics Income Opportunities Trust (ASX:MOT)
Guide
Document
PURE Income and Growth Platform
Guide
Document
Pengana Axiom International Ethical Fund