We are a dedicated team of professionals who believe investors should be able to access investment opportunities anywhere in the world. We provide investment solutions, execution, administration and reporting to financial advisers and their clients as well as sophisticated investors and family offices. Mason Stevens is a privately owned firm, majority owned by principals and staff.

insight-and-access

Unconstrained investing through a transparent and complete multi-asset, multi-currency investment administration and managed account solution. 

Invest in global shares, global fixed income, derivatives, commodities, multi-currency cash and managed funds with the added benefit of our unique investment thinking and execution capabilities across global markets.

flexibility

You have the flexibility to invest depending on your unique needs. Whether you’re a professional adviser or wholesale investor, we give you confidence to invest in global assets in a risk-controlled way. 

You can access securities directly, or we can design individual bespoke portfolios, right through to end-to-end model portfolio solutions.

opportunity

Though our extensive global network, we give you access to investment opportunities in a range of markets as well as private investment opportunities such as IPOs.

Benefit from our institutional class infrastructure and long-tenured investment management team. 

Client Solutions

final-advisers

For Financial Advisers, we act as an extension to your business. You gain a complete global investment and administration service, delivered through a highly transparent offering. Find out how to build a differentiated, efficient, and client focused business.

Proud event partner – 2016 Financial Standard Best Practice Forum on Managed Accounts.

asset-mangemnet

Mason Stevens Asset Management is a specialist fixed income manager providing wholesale and retail investors with access to professionally managed mandates and funds typically reserved for institutions.

private-investors

Family offices and selected wholesale investors can access the full investment capabilities of Mason Stevens as well as our extensive global network. We offer mandate solutions as well as bespoke investment and co-investment opportunities, with the highest quality relationship management.

Mason Stevens Credit Fund

The Mason Stevens Credit Fund is designed with the aim of generating returns in excess of 3.5% pa above the RBA Cash Rate after fees and expenses by investing in an actively managed portfolio of interest rate securities. The Mason Stevens Credit Fund received a Morningstar RatingTM of 5 stars as at 31 May 2016*. Invest now

 

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Contact


 

pin-8-xxl  MSCF Level 21 | 9 Castlereagh Street | Sydney NSW 2000
MSCF
phone-46-xxl  MSCF 1300 98 88 78
 MSCF
email-5-xxl  MSCF info@masonstevens.com.au

© 2016 Morningstar, Inc. All rights reserved. *Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

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