The Mason Stevens Dynamic ETF Managed Portfolios are a low-cost, actively managed basket of leading global fundamental investment managers with a fundamentally-driven investment process seeking risk-adjusted returns.
|Benchmark||Consumer Price Index|
|Inception date||21 April 2021|
|Investment universe||Domestic and international ETFs, listed managed funds & cash|
|Number of investments||5 – 25 (subject to Manager discretion & market conditions)|
|Max individual security weighting||15%|
|Rebalancing||Investment Manager discretion|
|Management fee||0.22% p.a.|
|Minimum initial investment||A$25,000|
|Suggested investment timeframe||2-5 years + (portfolios vary)|
|Availability||Mason Stevens Global Investment Service|
|Meet the Team||Vincent Hua >
Patrick Eng >
Aaron Rayner >
Max Pacella >
A solution for investors seeking:
An actively managed portfolio with global exposure.
A low cost solution
Fundamentally driven investment process
A portfolio of ideas as opposed to a basket of indexes.
Fundamentally and thematically driven using forward looking fundamentals and house views to take an active position on the market.
Passive index tracking (broad based ~70% of the portfolio), complemented by an active view with sector tilts based on risk profile (focused ~30% of the portfolio).
Unconstrained access to the entire ETF universe
All holdings selected as top quartile exposures amongst relevant peers.
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.
The risks that may impact the Managed Portfolio include, but are not limited to factors such as market risk, company or security specific risk, and currency risk.
Please refer to the Investment Mandate for a full list of potential risks linked to the portfolio.
The Model Portfolio Asset Allocations displayed above are hypothetical and are illustrative of the “target” allocations in the Mason Stevens Dynamic ETF Model Portfolios.
How are the portfolios managed?
Mason Stevens are the Investment Managers and control the asset allocation decisions
Individual ETF investment management is outsourced to ETF providers
Quarterly Investment Committee to discuss economic outlook, sector views and risk management
Daily management and observation of market/portfolio exposure
Meet our Wealth Team
Mason Stevens Super
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.