Asset Management

Mason Stevens Asset Management was established in 2010 to provide investors with access to professionally managed mandates and funds that are typically reserved for institutions and professional investors. Our clients include financial advisers, financial intermediaries, family offices and selected wholesale investors in the delivery of tailored investment solutions.

HIGHLY EXPERIENCED INVESTMENT TEAM


-Over 100+ combined years’ experience in financial markets and across asset classes including global fixed income, domestic equities and international equities.

-A process that encourages robust debate, exchange of ideas and disciplined investment thesis development.

– We construct portfolios from the bottom up, but always with an understanding of the macro environment.

– As partners and shareholders of the firm, our interests are fully aligned with our clients.

INVEST GLOBALLY

-Our investment philosophy and capability gives you the freedom to invest anywhere in the world, and across all asset classes. 

-We work closely with clients in the construction of global and domestic investment portfolios.

-We seek out markets and sectors that offer compelling risk and return characteristics across the globe. This flexibility and reach has the potential to generate attractive risk adjusted returns over time.

INVESTMENT PROCESS AND GOVERNANCE

-Transparency is the hallmark of the way we managed money.

-We undertake a disciplined investment management approach in the construction of investment portfolios.

-Comprehensive governance and risk oversight adds further investor protection.

Asset Management Team

aaron_raynor

Aaron Rayner

Head of Dealing

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A diversified approach to generating income 

The Mason Stevens Credit Fund seeks to generate returns in excess of 3.5%pa above the RBA Cash Rate after fees and expenses by investing in an actively managed portfolio of global interest rate securities.

The Fund has a Lonsec ‘Investment Grade’ rating as at April 2017.


Key strengths include: 

-the experience of the investment managers
-conservative liquidity risk management
-strong historical returns coupled with low volatility
-alignment of interest with investors.

thumbnail42OUT0Q6 Find out more

Contact

For more information, contact us today.

Fixed income is essential for clients whose risk profile is defensive, conservative or balanced, as it can help to mitigate risk and capital losses in a diversified portfolio whilst providing higher returns than term deposits.  Contact us for more information.

MSCF
phone-46-xxl 1300 988 878
 MSCF
email-5-xxl info@masonstevens.com.au

© 2016 Morningstar, Inc. All rights reserved. * Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

The Lonsec Rating (assigned April 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the Mason Stevens Credit Fund and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at:http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

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