Company Overview

Blue Wolf Investments Pty Ltd, acting as the trustee for the Blue Wolf Investment Trust (ABN 57 646 293 492), is a distinguished unregistered investment fund located in New South Wales, Australia.

The fund specialises in offering unique investment opportunities through a meticulously crafted strategy that diverges from traditional investment avenues.

Our investment approach is designed for those who seek alternative investment solutions that aim for steady, consistent and exceptional growth that far exceeds the returns found through traditional investments.

The fund is not open to the general public and investment into the fund is by personal invitation only.

Access to invest in the the fund is reserved for individuals or entities personally known to the fund manager, or those that have been referred to the fund by someone that has an association with the fund manager.

At Blue Wolf Investments, we are committed to transparency, integrity, and delivering exceptional value to our investors. The fund manager and owner of the fund has over 24 years of experience in the capital markets.

To fully understand what sets Blue Wolf Investments apart and our methodology for consistently achieving excellent returns, we encourage potential investors to watch the Video Overview in the next section. It offers a comprehensive insight into our unique investment approach.

Following this, we invite those interested in further information to contact us for an obligation-free discussion, where we can evaluate whether The Blue Wolf Investment fund aligns with your investment objectives.

Blue Wolf Investments: Video Overview

WATCH VIDEO ON YOUTUBE

*01/10/2021 is inception date of the fund

Blue Wolf Average Annual Return

since inception: 20.68%

S&P500 (US Market) Annual Return

during same period: 7.36%

FREQUENLY ASKED QUESTIONS

1. What is the minimum investment amount?

- The minimum investment amount is $5000.

2. What are the fees associated with investing in the fund?

- Blue Wolf Investments charges a management fee and a performance fee, structured to align our interests with those of our investors. Detailed fee information, including any applicable rates and calculations, is available upon request.

3. Are the historical returns quoted on the video and website after fees?

- Yes, all returns quoted on our video and website are after fees. We believe in providing transparent and accurate information to our investors, ensuring clarity and confidence in our investment approach.

4. How long do I have to invest for?

- There is no set minimum investment period, but it is recommended to commit to a timeframe of 3 to 5 years to fully benefit from our investment approach. This duration allows our strategies to unfold and adapt to market conditions effectively, maximising the potential for growth and returns. However, we understand that individual circumstances may vary, so we're here to discuss personalised investment timelines tailored to your specific goals and needs.

5. What if I want to take my money out?

- We understand that financial situations can change. While our investment strategy is designed for the medium to long term, you can withdraw funds at any time giving 14 days notice.

6. Can I add more funds to my investment after the initial investment?

- Yes, investors are welcome to increase their investment in the fund. Additional investments can be made at predetermined intervals or after specific discussions with us, ensuring alignment with our investment cycles and strategies.

7. How often will I receive updates on my investment?

- Transparency is key to our investor relationships. We provide regular updates on fund performance, including quarterly reports and annual summaries. Additionally, investors can access the fund's performance on our website, which is updated monthly. Feel free to reach out for any queries or further information.

8. Do the profits of the investment get distributed or do they get re-invested?

We give each investor a choice at the end of each financial year whether they would like to get the profits for that year paid to them or re-invested.

9. Can I view my funds in my account in real-time?

- For large deposits, we can provide you with your own account, allowing you to view your investments regularly to monitor performance. This personalised approach ensures transparency and allows you to stay informed about your investment journey. Contact us for further information.

10. Does Blue Wolf Investments have a Financial License?

- No, Blue Wolf operates as an unregistered fund and does not hold a financial license. Despite this, our operations are legally compliant, and we operate within the established regulatory framework. While we have certain capital raising limitations, operating as an unregistered fund allows us to provide investment opportunities without the need for a financial license.

11. How can I get started with Blue Wolf Investments?

- Getting started is simple. Reach out to us directly to discuss your investment goals, and we'll guide you through the process, including completing any necessary paperwork and making your initial investment.

Contact Us

If you think our investment approach might suit you and you'd like to explore further, please contact us using the details below.

We can answer your questions and discuss if Blue Wolf Investments is a good fit for your financial goals.