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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 this week

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

Investment

Asset Class

Style

VAS

Australian Shares

Passive

ATEC

Australian Shares

Sector Specific

IVV

International Shares

Passive

IHVV

International Shares

Passive

EMKT

Emerging Markets

Factor

LHGG

International

Active

GLIN

Infrastructure

Passive

CLW

Property

Active

Jupiter Investments

Investment

Asset Class

Style

VAS

Australian Shares

Passive

ATEC

Australian Shares

Sector Specific

IVV

International Shares

Passive

IHVV

International Shares

Passive

EMKT

Emerging Markets

Factor

LHGG

International

Active

GLIN

Infrastructure

Passive

CLW

Property

Active

GHLD

Gold

Passive

AAA

Cash

Passive

IAF

Australian Fixed Interest

Passive

VBND

Global Fixed Interest

Passive

Martian Investments

Investment

Asset Class

Style

VAS

Australian Shares

Passive

VHY

Australian Shares

Passive

ATEC

Australian Shares

Sector Specific

IVV

International Shares

Passive

IHVV

International Shares

Passive

EMKT

Emerging Markets

Factor

LHGG

International

Active

GLIN

Infrastructure

Passive

CLW

Property

Active

GHLD

Gold

Passive

GXLD

Gold

Passive

AAA

Cash

Passive

MMKT

Cash

Passive

IAF

Australian Fixed Interest

Passive

VBND

Global Fixed Interest

Passive

PAUS

Australian Fixed Interest

Active

PCRD

Global Fixed Interest

Active

Terra Investments

Investment

Asset Class

Style

VAS

Australian Shares

Passive

VHY

Australian Shares

Passive

IVV

International Shares

Passive

IHVV

International Shares

Passive

EMKT

Emerging Markets

Factor

LHGG

International

Active

GLIN

Infrastructure

Passive

CLW

Property

Active

GHLD

Gold

Passive

GXLD

Gold

Passive

AAA

Cash

Passive

MMKT

Cash

Passive

IAF

Australian Fixed Interest

Passive

VBND

Global Fixed Interest

Passive

PAUS

Australian Fixed Interest

Active

PCRD

Global Fixed Interest

Active

Mercury Investments

Investment

Asset Class

Style

VAS

Australian Shares

Passive

VHY

Australian Shares

Passive

IVV

International Shares

Passive

IHVV

International Shares

Passive

GLIN

Infrastructure

Passive

CLW

Property

Active

GHLD

Gold

Passive

GXLD

Gold

Passive

AAA

Cash

Passive

MMKT

Cash

Passive

IAF

Australian Fixed Interest

Passive

VBND

Global Fixed Interest

Passive

PAUS

Australian Fixed Interest

Active

PCRD

Global Fixed Interest

Active

Solar Investments

Investment

Asset Class

Style

AAA

Cash

Passive

MMKT

Cash

Passive

Luna Investments

Investment

Asset Class

Style

VAS

Australian Shares

Passive

IVV

International Shares

Passive

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