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2017 Annual Reports now available

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2017 Annual Reports now available

Mason Stevens Select Opportunities Fund

An active and diversified global investment strategy

The Fund invests in a diverse range of global assets and may be suitable for investors seeking moderate to high returns over an investment horizon of three to five years.
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Select Opportunities Fund

An actively managed portfolio of domestic and international securities within a broad investment universe

Performance

Performance since inception (March 2017) to 31 October 2018: 6.21%^
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The Manager

Mason Stevens Asset Management is the manager of the portfolio. The portfolio management team is highly experienced and focused on delivering outcomes to investors.
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Investment Objective

The Fund aims to generate returns in excess of 5.0% pa above the RBA Overnight Cash Rate (after fees and expenses) through an actively managed portfolio of domestic and international securities.

Strategy

The Fund will invest in an actively managed portfolio of domestic and international securities within a broad investment universe. It can utilise derivative overlay positions with the aim of generating additional returns or to mitigate risk.

Global universe of investments

The Fund will invest in domestic and global securities including equities, fixed income, currencies, ETFs and cash.

A strong investment philosophy

Our approach is to make active investment decisions based on our assessment of market conditions and the opportunities available at that time, in a risk controlled way.

Balancing risk and return

Our institutional class infrastructure means we can be responsive to market movements. We have the ability to source investments across the risk spectrum.

Fund Performance

The report includes the latest monthly performance and top holdings.

The Fund is open for new and additional investments at the end of each month.

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Investment Specialists

A passionate team whose interests are aligned to investors.

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Mason Stevens Select Opportunities Fund

Grow and diversify your portfolio

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^Returns are calculated using the exit price (including sell spread), net of fees, assuming reinvestment of distributions and excludes franking credits. Returns are calculated from the Fund’s inception date of 27/3/17. Individual returns will vary depending on date of initial investment.

This information is provided by Mason Stevens Asset Management Pty Limited (ACN 141 447 654, Corporate Authorised Representative AR 461312) (MSAM). Mason Stevens Limited (ACN 141 447 207 AFSL 351578) is the trustee of the Mason Stevens Select Opportunities Fund (the Fund). The Fund is only available to wholesale or sophisticated investors. Any content provided in this Report is for the purpose of providing general advice and information only.