The Fund delivered a strong annualised return of 10.07% (RBA + 5.72%) in August.
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Extending its track record of returns above 10% p.a. to 33 consecutive months — every month since Bedrock’s inception in December 2023.
The fund’s performance is built on the foundations of strong underlying Ark Wholesale Fund loans, maximising cash utilisation, full recovery of capital, and importantly, strong portfolio diversity.
It’s through that lens that we manage the portfolio composition, and we are extremely pleased that Bedrock’s record of consistently high returns (now at over 10% p.a for 32 straight months) is being delivered by a highly diverse portfolio.