An actively managed multi-strategy, multi-manager, multi-sector approach*
Multi-Strategy
Underlying Portfolio
- 35-45 Private Equity Real Estate Managers
- 25-50 Individual Public Real Estate Securities
Multi-Manager
Access to Highly-Rated Private Institutional Fund Managers**
Multi-Sector
Diversified by Property Sector and
Geographic Regions of the U.S.
* The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets.
** The term ‘highly-rated’ refers to Institutional Investment Funds screened, reviewed and rated by Mercer Investments, LLC’s proprietary due diligence process.
¹ The chart represents the expected allocation between Public and Private investments under normal market conditions. However this is shown for illustrative purposes only and may not reflect the Fund’s actual allocation. Portfolio holdings are subject to change and should not be considered investment advice.
The managers listed herein represent the Fund’s current investments as of 2023. Portfolio allocations are subject to change at any time and should not be considered investment advice.
For a detailed list of current holdings, please visit bluerockfunds.com/investment-holdings.