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
| Ticker | Fund Name |
| AUS9268AU | Perennial Future of Healthcare Fund |
| CIL1835AU | Castlerock Government Property Fund |
| CVS7241AU | CVS Lane Property Finance Fund #1 |
| HGI3747AU | Janus Henderson Sustainable Credit |
| OMF9469AU | Aura Core Income Fund |
| DAM2740AU | Ironbark HarbourVest HGPS Diversified Private Equity Fund (AUD) Class H |
| BQC6386AU | Antler Global Fund Australia |
| ELM9093AU | ELMRI ANZ Conviction Fund |
| CRV3985AU | RF CorVal Eureka Trust |
Exchange Traded Products
| Ticker | ETP Name |
| HQUS-AU | Betashares S&P 500 Equal Weight Currency Hedged Etf is an ETF |
| IDP6-GB | iShares S&P Small Cap 500 |
| AGG-US | iShares Core U.S. Aggregate Bond ETF |
| PGA1-AU | Plato Global Alpha Complex ETF |
| KRE-US | SPDR S&P Regional Banking ETF |
Mason Stevens Super
Managed Funds
| APIR | Fund Name | Trustee Limit |
| CHN2216AU | KKR Global Credit Opportunities Fund (Class B) | 20% |
| EGG0001AU | Eley Griffiths Group Small Companies Fund | 25% |
Exchange Traded Products
| Ticker | ETP Name |
| MTUM-AU | BetaShares Australian Momentum ETF |
| PAI-AU | Platinum Asia Investments Ltd. |
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.