Rivkin has partnered with Mason Stevens to bring our longest-running, flagship strategy, the ASX Events Portfolio, to retail and wholesale investors as a managed fund. This portfolio is designed to generate consistent returns through unique opportunities in corporate actions otherwise unavailable in the retail offering. Watch it now to explore its benefits, learn about Mason Stevens, and see how this innovative investment, unseen anywhere else in the market, can fit your financial strategy.
The webinar will cover these topics:
1. What is Mason Stevens’ ASX Events Portfolio
2. About Mason Stevens
3. How We’ve Designed This for Consistent Returns
4. Unique Opportunities for Wholesale and Retail Clients
5. Benefits of Separately Managed Accounts
6. Considerations
7. How to Sign Up
8. Q&A
Important Notice:
Past performance and/or backtesting is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
To learn more about how we calculate performance click here.
Please consider your own financial situation before investing in our products. Rivkin does not provide personal financial advice and does not take anyone’s personal financial situation into account when structuring its model portfolios.
For a complete list of risks and costs involved with Mason Stevens ASX Events Portfolio Separately Managed Accounts, please refer to the Super Product Disclosure Statement for all superannuation-related enquiries and the Global Product Disclosure Statement for all other retail investment vehicles. This PDS has been prepared and issued by Diversa Trustees Limited (The Trustee, ABN 49 006 421 638, AFSL 235153, RSE Licence No.L0000635).
It is general information only and is not intended to provide you with financial advice. It has been prepared without taking into account your objectives, financial situation, or needs. You should consider the product disclosure statement, available on www.rivkin.com.au, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.
All opinions and estimates constitute judgments of Rivkin and are subject to change without notice. These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. No company in the Diversa Trustees Limited (The Trustee, ABN 49 006 421 638, AFSL 235153, RSE Licence No.L0000635) or its subsidiaries guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.
