Objective
The Mason Stevens Flagship Multi-Asset Managed Portfolios are an actively managed, multi-asset investment solution designed to deliver a diversified portfolio aligned to a specific risk profile. The portfolios are constructed using a blend of best of breed managers and ETFs traded on the ASX and major global exchanges.
Strategic Asset Allocations¹
Conservative Portfolio
40/60 growth/defensive split
Target return (p.a.): Morningstar Australia Conservative Target Allocation NR AUD Index
Balanced (Income) Portfolio
60/40 growth/defensive split
Target return (p.a.): Morningstar Australia Balanced Target Allocation NR AUD Index
Balanced (Growth) Portfolio
60/40 growth/defensive split
Target return (p.a.): Morningstar Australia Balanced Target Allocation NR AUD Index
Growth Portfolio
80/20 growth/defensive split
Target return (p.a.): Morningstar Australia Growth Target Allocation NR AUD Index
High Growth Portfolio
98/2 growth/defensive split
Target return (p.a.): Morningstar Australia Aggressive Target Allocation NR AUD Index
1 The current strategic asset allocations are based on our current long term asset class return and risk forecasts.
Features
| Investment Manager | Mason Stevens Asset Management Pty Ltd |
|---|---|
| Benchmark | Morningstar Australia Target Allocation |
| Suggested investment timeframe (varies by portfolio) | 2 - 7 years + |
| Management fees and costs² | 0.30% p.a. |
| Minimum initial investment | A$25,000 |
| Minimum ongoing investment | A$10,000 |
2 Calculated daily and paid monthly in arrears. This does not include underlying fees and costs of individual investments. For all fees and costs associated with the Managed Portfolios, please refer to the relevant discloure document.
Portfolio parameters
| Investment universe | Domestic and international listed managed funds, active and passive ETFs. |
|---|---|
| Number of investments | 15 - 30 (subject to Investment Manager discretion and market conditions) |
| Maximum individual security weighting | 30% |
A solution for investors seeking
Multi-asset investment solution
Actively managed
Attractively priced
Best of breed manager+ cost effective ETF’s
How are the portfolios managed?
Individual investment management is outsourced to managed funds and ETF providers
Monthly Investment Committee to discuss economic outlook, sector views and risk management
Daily management and observation of market and portfolio exposure
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A simple yet sophisticated multi asset, daily liquid solution crafted for retail clients. -
Designed as attractive and competitively priced building blocks tailed for a managed account setting. -
Utilisation of a range of high-quality managed funds complimented by the strategic selection of domestic and international ETFs.
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To invest in the Managed Portfolios you must have a Mason Stevens Global Investment Service or Mason Stevens Super account. Before you make an investment decision, it is important that you understand the risks that can affect your investment being able to meet its objective or retain value.
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The risks that may impact the portfolios include, but are not limited to factors such as market risk, company or security-specific risk, and currency risk.
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Please refer to the relevant discloure document for a full list of potential risks linked to the portfolio.
Meet the team
David Hewett
Managing Director, Private Investments
David joined Mason Stevens in 2011. He works with single and multi-family offices and private high net worth investors. His consultative approach enables his clients to make investment decisions based on insight, trust and intelligence. With more than 25 years’ finance experience, David has held senior executive roles within St George Private Clients, ANZ Private and ANZ Investment Bank. He holds a Masters of Business Banking and Finance and Graduate Diploma in Banking and Finance from Monash University.
