We have updated our Wealth and Super investment menus. These menus are updated on a monthly basis and are available online at:
Please refer below for managed funds and exchange traded products (ETP) added to our investment menu this month.
Mason Stevens Global Investment Service
Managed Funds
| APIR | Fund Name |
| DAM7517AU | Spire Global Private Markets Portfolio (AUD) |
| ETL6886AU | US Opportunities Fund II |
| GLENTCTA | IPG Glendale Town Centre Trust |
| MAQ2153AU | Arrowstreet Global Small Companies |
| NBA8884AU | Neuberger Berman Prima Trust - Class C |
| NCC0682AU | Reservoir Event Driven Credit Fund Platform Class |
| PER2632AU | JPMorgan Global Bond Fund - Class I Units |
| SCA5125AU | Sturt Capital Diversified Income Fund |
| SPI8081AU | Spire Willowstone Agri Co-Investment Fund (AUD) |
| VPA8703AU | Vantage Point Australian Alternative Income Fund |
| VSPGOLD | Victor Smorgan Partners Resources Gold Fund |
Exchange Traded Products
| Ticker | ETP Name |
| MQAE-AU | Macquarie Core Australian Equity Active ETF |
| NVD3-GB | Leverage Shares 3x Nvidia ETP |
Mason Stevens Super
Managed Funds
| APIR | Fund Name | Trustee Limit |
| FRM9005AU | Alceon Debt Income Fund | 10% |
| MAA6243AU | MA Financial Secured Real Estate Income Fund | 20% |
Exchange Traded Products
| Ticker | ETP Name | Trustee Limit |
| FLIN-US | Franklin FTSE India ETF | 10% |
| VBTC-AU | VanEck Bitcoin ETF | 10% |
Fund Manager Updates
Products removed from Menu
| Ticker | ETP Name | Details |
| MGF-AU | Magellan Global Fund - Closed Class | The Fund is terminating on 11 July 2024 as communicated by the issuer. |
For any inquiries regarding Managed funds or ETPs on our platform, we kindly ask that you refer to the investment menu as your primary resource.
If you have any questions or concerns regarding our APL, please contact our Product Team.