Model Details

Model Information
Model:HNW International Growth Assets SMA - AUD
Platform:Mason Stevens
Description:For International Growth Assets exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the entire global economy. Diversification and cost control are achieved using exchange-traded funds (ETF's) and in some cases smart beta funds that invest in over 10,000 companies across 35 countries. This portfolio is denominated to Australian Dollars (AUD) but is not exclusively hedged to the AUD. Investment Strategy The International Growth Assets SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure by broadly diversifying across thousands of companies in U.S., International Developed countries and Emerging Markets. The Portfolio seeks long-term capital appreciation with high dividend income. Portfolio stability is provided by ETFs minimizing the potential short-term impact of any single company, asset class, or country. The International Growth Assets SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. Equity portfolios are constructed and monitored against MISCI World Ex-Australia Net Returns in Australian Dollars.
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Product Information

Product Code Product Name Product Description Download
VGE Vanguard FTSE Emerging Markets Shares ETF The Vanguard FTSE Emerging Markets Shares ETF seeks to track the return of the FTSE Emerging Markets All Cap China A Inclusion Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax. ETF overview The ETF provides low-cost exposure to companies listed on emerging markets exchanges, allowing investors to participate in the long-term growth potential typical of these economies. It is exposed to the fluctuating values of foreign currencies, as there will not be any hedging of foreign currencies to the Australian Dollar. Download
IVV iShares Core S&P 500 ETF The fund seeks to track the investment results of an index composed of large-capitalization U.S. equities. The index, the S&P 500®, is designed to measure the performance of the large capitalisation sector of the U.S. equity market and includes approximately 80% of the market capitalisation of all publically traded U.S. equity securities. The index is a capitalisation-weighted index representing stocks from a broad range of industries chosen for market size, liquidity and industry group representation. Download
VAE Vanguard FTSE Asia ex Japan Shares Index ETF Vanguard FTSE Asia ex Japan Shares Index ETF seeks to track the return of the FTSE Asia Pacific ex Japan, Australia and New Zealand Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax. Download
IHWL iShares Core MSCI World All Cap AUD Hedged ETF The fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of developed market equities (hedged to AUD). The index, the MSCI World Investable Market Index 100% hedged to AUD, measures the AUD-hedged performance of large-, mid- and small-cap stocks in global developed markets, covering approximately 99% of each market’s free-float adjusted market capitalisation. Download
IHVV iShares S&P 500 AUD Hedged ETF The fund aims to provide investors with the performance of the market, before fees and expenses (including the cost of hedging), as represented by an index composed of large capitalisation U.S. equities (hedged to Australian dollars). Download
VEQ Vanguard FTSE Europe Shares ETF Vanguard FTSE Europe Shares ETF seeks to track the return of the FTSE Developed Europe All Cap Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax. Download
HJPN BetaShares WisdomTree Japan ETF - Currency Hedged Track the performance of an index (before fees and expenses) that provides diversified exposure to globally competitive Japanese companies, hedged into Australian dollars by BetaShares. Download
F100 BetaShares FTSE 100 ETF BetaShares has adopted a passive investment strategy in establishing and managing the FTSE 100 ETF. The Fund offers investors an exposure to the FTSE 100 Index ('the Underlying Index'), which is a market capitalisation based, equity index based on the London Stock Exchange ('LSE'). The Fund is an efficient means of gaining exposure to a portfolio of diversified large and mega-cap corporates as bench marked by the FTSE 100 Index, using a methodology developed by FTSE Indices. Download