A Share: TIPRX / C Share: TIPPX / I Share: TIPWX / L Share: TIPLX / M Share: TIPMX
Access to Best-in-Class Private Institutional Fund Managers
Diversified by Property Sector and
Geographic Regions of the U.S.
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 Fund intends to employ a Multi-Manager approach by identifying and investing with ‘best in class’ institutional asset managers with expertise in managing portfolios of real estate and real estate-related securities. The term ‘best in class’ refers to Institutional Investment Funds that the Advisor and Mercer have identified through Mercer’s proprietary screening process as having above average prospects.
The managers listed herein represent the Fund’s current investments as of 2021. 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.