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2017 Annual Reports now available

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2017 Annual Reports now available

Investment Service for Wholesale Investors

A highly personalised investment approach

We give you the confidence to build on your wealth through global opportunities delivered through an open and trusted partnership.
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Self Directed Service

Benefit from our unique insight and ideas, where you control the investment decisions

If you’re interested in markets and want to take an active role in your portfolio, this service may suit you.

We drive the insight and generate opportunities and you decide whether its right for you. It’s a close and open partnership.

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Global Market Access

You get an open universe of investment assets and currencies including global equities and global fixed income, derivatives, commodities, managed funds, private equity, as well as exclusive investment opportunities.

Insight and thinking

We provide you with current and informed views on markets and global investment opportunities. You make the decisions based on what you’re comfortable with.

Investment Transparency

You have full view of your portfolio via a secure online service. View portfolio valuations, performance, any investment changes and download reports.

Discretionary Service

Benefit from active management and monitoring of your tailored portfolio

As market conditions become more complex, achieving portfolio objectives can be extremely challenging.

We design your investment service based on your unique situation. Your assets are actively managed by investment specialists that understand your needs.

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Global Market Access

You get an open universe of investment assets and currencies including global equities and global fixed income, derivatives, commodities, managed funds, private equity, as well as exclusive investment opportunities.

Investment Transparency

You have full view of your portfolio via a secure online service. View portfolio valuations, performance, any investment changes and download reports.

Improved Efficiency

As all investment decisions are made on your behalf, you benefit from live execution that has the potential to improve portfolio outcomes.

Investment Options

You also have access to specialist investment funds, managed by our asset management team.

Credit Fund

An active strategy focused on regular income and capital stability

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Investment Objective

The Credit Fund aims to generate returns in excess of 3.5% pa above the RBA Cash Rate after fees and expenses.

Only invests in global quality debt

Which means higher liquidity and peace of mind.

Recognised track record

Historical returns that have outperformed its benchmark coupled with low volatility.

Select Opportunities Fund

An active and diversified global investment strategy that seeks to provide moderate to high returns

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Investment Objective

The Select Opportunities Fund aims to generate returns in excess of 5.0% pa above the RBA Overnight Cash Rate (after fees and expenses).

Multi-asset strategy

It gives you exposure to a broad and global investment universe, including the use of derivative overlay positions.

Delivers a balance between risk and return

Active portfolio construction that seeks to mitigate risk.

Mason Stevens for Wholesale Investors

Let our best assets help yours

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