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 |