Investment Menu Update | October 2024

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
PIM7035AU Lucerne Alternative Investments Fund Fee Class 1
MSC8502AU Remara Private Credit Income Fund (PCIF)
ETL1258AU AIPX CARS (AUD) Hedged
PIM0760AU First Sentier Concentrated Australian Share Fund
OPS8578AU HSBC Global Infrastructure Equity Fund
WPC3240AU Perennial Strategic Natural Resources Trust
PRIMEDTAU Primewest Diversified Income Trust No 3
PRIMEOTAU Primewest Office Trust No 1
ETL4012AU Contrarius Global Equity Fund
NORTHGTAU Northgate Geraldton Trust
OMF4269AU Realm Global High Income Fund AUD
MAA7655AU MA Marina Fund
RGL8348AU Regal Partners Private Fund
PER8045AU Perpetual Active Fixed Interest Fund Class A
GTU0008AU Invesco Global Opportunities Fund – Hedged – Class A
GTU0102AU Invesco Global Opportunities Fund – Unhedged
CNA0812AU Invesco Wholesale Australian Smaller Companies Fund - Class A
EVPOPPSAU EVP Opportunities Fund
DUXTONPUBS Duxton Pubs
INITIUMCPF Initium Commercial Property Fund - Class M
CHN7430AU EQT Multi-Access Series
STIRMGHAU Stirling McGraths Hill LFR Fund - Wholesale
AUS4284AU Australian Unity Childcare Property Fund

 

Exchange Traded Products

Ticker ETP Name
PAVE-AU Global X US Infrastructure Development ETF
MTUM-AU BetaShares Australian Momentum ETF
DFND-AU VanEck Global Defence ETF
 
 

Mason Stevens Super

Managed Funds

APIR Fund Name Trustee Limit
PIM7035AU Lucerne Alternative Investments Fund Fee Class 1 10%
PIM0760AU First Sentier Concentrated Australian Share Fund 25%
OPS8578AU HSBC Global Infrastructure Equity Fund 10%
WPC3240AU Perennial Strategic Natural Resources Trust 20%
JBW0103AU Yarra Global Small Companies Fund 25%
OMF4269AU Realm Global High Income Fund AUD 20%
PER8045AU Perpetual Active Fixed Interest Fund Class A 50%
GTU0008AU Invesco Global Opportunities Fund – Hedged – Class A 25%
GTU0102AU Invesco Global Opportunities Fund – Unhedged 25%
CNA0812AU Invesco Wholesale Australian Smaller Companies Fund - Class A 10%

 

Exchange Traded Products

Ticker ETP Name
PAVE-AU Global X US Infrastructure Development ETF
DFND-AU VanEck Global Defence ETF

 

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.

Related:

Have any questions for us?

If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at wealth@masonstevens.com.au