Model Details

Model Information
Model:International Growth Assets 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
IFRA VanEck Vectors FTSE Global Infrastructure (Hedged) ETF Van Eck Vectors FTSE Global Infrastructure (Hedged) ETF (IFRA) invests in a diversified portfolio of infrastructure securities listed on exchanges in developed markets around the world with the aim of providing investment returns (before management costs) that closely track the returns of the FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index (FDCICAHN). -
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