Current holdings for Rask Invest and Rask Core

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

Investing for kids with Luna

The Rask investment process

Rask Invest general information