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Current holdings for Rask Invest and Rask Core

This article outlines the investments we use. They are a combination of ETFs and direct shares

Mitchell Sneddon avatar
Written by Mitchell Sneddon
Updated over 2 weeks ago

At Rask we are not dogmatic about passive vs active, instead we use the best expression of each asset class we wish to invest in. This means our portfolios will blend active, passive, thematic, sector specific and individual companies if the situation calls for it.

On the whole, you can expect to see our portfolios predominantly using passive, low cost index tracking ETFs with modest usage of higher fee strategies where they add value.

You will note, a lot of the investments are held across multiple portfolios. The reason for this is we believe they are the best expression of the asset class. What differs though is the weight they are held in across the portfolios.

Saturn Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

ATEC

BetaShares S&P/ASX Australian Technology ETF

Australian Shares

Sector Specific

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

IHVV

iShares S&P 500 (AUD Hedged) ETF

International Shares

Passive

EMKT

VanEck MSCI Multifactor Emerging Markets Eq ETF

Emerging Markets

Factor

LHGG

Lakehouse Global Growth Fund Active ETF

International

Active

GLIN

iShares Core FTSE Global Infrastructure (AUDH) ETF

Infrastructure

Passive

CLW

Charter Hall Long WALE REIT

Property

Active

Jupiter Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

ATEC

BetaShares S&P/ASX Australian Technology ETF

Australian Shares

Sector Specific

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

IHVV

iShares S&P 500 (AUD Hedged) ETF

International Shares

Passive

EMKT

VanEck MSCI Multifactor Emerging Markets Eq ETF

Emerging Markets

Factor

LHGG

Lakehouse Global Growth Fund Active ETF

International

Active

GLIN

iShares Core FTSE Global Infrastructure (AUDH) ETF

Infrastructure

Passive

CLW

Charter Hall Long WALE REIT

Property

Active

GHLD

Global X Gold Bullion (Currency Hedged) ETF

Gold

Passive

AAA

Betashares Australian High Interest Cash ETF

Cash

Passive

IAF

iShares Core Composite Bond ETF

Australian Fixed Interest

Passive

VBND

Vanguard Global Aggregate Bond Index (Hedged) ETF

Global Fixed Interest

Passive

Martian Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

VHY

Vanguard Australian Shares High Yield ETF

Australian Shares

Passive

ATEC

BetaShares S&P/ASX Australian Technology ETF

Australian Shares

Sector Specific

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

IHVV

iShares S&P 500 (AUD Hedged) ETF

International Shares

Passive

EMKT

VanEck MSCI Multifactor Emerging Markets Eq ETF

Emerging Markets

Factor

LHGG

Lakehouse Global Growth Fund Active ETF

International

Active

GLIN

iShares Core FTSE Global Infrastructure (AUDH) ETF

Infrastructure

Passive

CLW

Charter Hall Long WALE REIT

Property

Active

GHLD

Global X Gold Bullion (Currency Hedged) ETF

Gold

Passive

GXLD

Global X Gold Bullion ETF

Gold

Passive

AAA

Betashares Australian High Interest Cash ETF

Cash

Passive

MMKT

Australian Cash Plus Active ETF

Cash

Active

IAF

iShares Core Composite Bond ETF

Australian Fixed Interest

Passive

VBND

Vanguard Global Aggregate Bond Index (Hedged) ETF

Global Fixed Interest

Passive

PAUS

PIMCO Australian Bond Active ETF

Australian Fixed Interest

Active

PCRD

PIMCO Global Credit Active ETF

Global Fixed Interest

Active

Terra Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

VHY

Vanguard Australian Shares High Yield ETF

Australian Shares

Passive

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

IHVV

iShares S&P 500 (AUD Hedged) ETF

International Shares

Passive

EMKT

VanEck MSCI Multifactor Emerging Markets Eq ETF

Emerging Markets

Factor

LHGG

Lakehouse Global Growth Fund Active ETF

International

Active

GLIN

iShares Core FTSE Global Infrastructure (AUDH) ETF

Infrastructure

Passive

CLW

Charter Hall Long WALE REIT

Property

Active

GHLD

Global X Gold Bullion (Currency Hedged) ETF

Gold

Passive

GXLD

Global X Gold Bullion ETF

Gold

Passive

AAA

Betashares Australian High Interest Cash ETF

Cash

Passive

MMKT

Australian Cash Plus Active ETF

Cash

Active

IAF

iShares Core Composite Bond ETF

Australian Fixed Interest

Passive

VBND

Vanguard Global Aggregate Bond Index (Hedged) ETF

Global Fixed Interest

Passive

PAUS

PIMCO Australian Bond Active ETF

Australian Fixed Interest

Active

PCRD

PIMCO Global Credit Active ETF

Global Fixed Interest

Active

Mercury Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

VHY

Vanguard Australian Shares High Yield ETF

Australian Shares

Passive

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

IHVV

iShares S&P 500 (AUD Hedged) ETF

International Shares

Passive

GLIN

iShares Core FTSE Global Infrastructure (AUDH) ETF

Infrastructure

Passive

CLW

Charter Hall Long WALE REIT

Property

Active

GHLD

Global X Gold Bullion (Currency Hedged) ETF

Gold

Passive

GXLD

Global X Gold Bullion ETF

Gold

Passive

AAA

Betashares Australian High Interest Cash ETF

Cash

Passive

MMKT

Australian Cash Plus Active ETF

Cash

Active

IAF

iShares Core Composite Bond ETF

Australian Fixed Interest

Passive

VBND

Vanguard Global Aggregate Bond Index (Hedged) ETF

Global Fixed Interest

Passive

PAUS

PIMCO Australian Bond Active ETF

Australian Fixed Interest

Active

PCRD

PIMCO Global Credit Active ETF

Global Fixed Interest

Active

Solar Investments

Code

Name

Asset Class

Style

AAA

Betashares Australian High Interest Cash ETF

Cash

Passive

MMKT

Australian Cash Plus Active ETF

Cash

Active

Luna Investments

Code

Name

Asset Class

Style

VAS

Vanguard Australian Shares Index ETF

Australian Shares

Passive

IVV

iShares S&P 500 AUD ETF

International Shares

Passive

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