Objective
The Mason Stevens Foundation ETF Managed Portfolios are a low-cost, multi-asset investment solution designed to deliver a diversified portfolio aligned to a specific risk profile. The portfolios are constructed using a blend of cost-effective and passive ETFs traded on the ASX and major global exchanges.
Strategic Asset Allocations¹
Conservative Portfolio
40/60 growth defensive split
Focuses on providing capital preservation and volatility management.
Target return (p.a.) = RBA Cash Rate + 2.0%
Balanced Portfolio
60/40 growth defensive split
Focuses on providing capital growth on a risk-adjusted basis whilst holding moderate volatility.
Target return (p.a.) = RBA Cash Rate + 2.5%
Growth Portfolio
80/20 growth defensive split
Focuses on providing capital growth with emphasis on identifying and taking advantage of emerging sector thematics.
Target return (p.a.) = RBA Cash Rate + 3.5%
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 | RBA Cash Rate |
| Suggested investment timeframe (varies by portfolio) | 2 - 5 years + |
| Management fees and costs² | 0.15% 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 passive ETFs, listed managed funds |
|---|---|
| Number of investments | 5 - 30 (subject to Investment Manager discretion and market conditions) |
| Maximum individual security weighting | 30% |
A solution for investors seeking
Multi-asset investment solution
Low cost
Actively managed basket of passive exposures
How are the portfolios managed?
Mason Stevens Asset Management is the Investment Manager and controls the asset allocation decisions.
Individual ETF investment management is outsourced to 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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Fundamentally and thematically driven using forward looking fundamentals and house views to take an active position on the market. -
A combination of passive index tracking, complemented by an active view with sector, factor and geographical tilts to provide a low cost, diversified solution. -
Unconstrained access to the domestic and global ETF universe.
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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.
