Model Details

Model Information
Model:Mason Stevens - High Growth - AUD Risk Budget Model
Platform:Mason Stevens
Description:This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "High Growth" Risk Budget. That is; A 100% growth based portfolio with no defensive exposure. It has a strong emphasis on maximising capital growth over the long term. (Inflation plus 5 or 6%) And it is; Suited for an allocation of capital that does not require support for capital stability, and is focussed entirely on increasing spending power. Suitable for capital that might have more than a 7 year plus investment time frame.
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Product Information

Product Code Product Name Product Description Download
HNW_Income GP HNW Guided Portfolio _ Australian Equity (Income Focused) Direct shares from the largest 200 shares on the ASX (outside this index if fundamentals warrant it) as recommended by HNW Planning after guidance from Aberdeen Asset Management. Systems and processes are in place to inform investors of changes to guidance and to take feedback and investor preference. Changes occur based on the view of Aberdeen and on incremental changes to values over time. Investors have an option not to participate in suggested changes. Shares are selected as they are (or are expected to be) supportive of deriving income. See more details at the back of this advice. Download
HNW_Growth GP HNW Guided Portfolio _ Australian Equity Direct shares from the largest 200 shares on the ASX (outside this index if fundamentals warrant it) as recommended by HNW Planning after guidance from Aberdeen Asset Management. Systems and processes are in place to inform investors of changes to guidance and to take feedback and investor preference. Changes occur based on the view of Aberdeen and on incremental changes to values over time. Investors have an option not to participate in suggested changes. Shares are selected as they are (or are expected to be) supportive of a focus on growth while controlling risk. See more details at the back of this advice. Download

SMA: International Growth Assets AUD
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