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 |
| ZIAX528AU | Zagga CRED Fund |
| BQC0334AU | Capstone Income Fund |
| ETL0922AU | Scout Ventures Fund IV |
| WFS0588AU | Mercer Indexed Defensive Fund |
| GSF0874AU | Munro Global Growth Small & Mid Cap Fund |
| DFA0029AU | Dimensional World Allocation 70/30 Trust |
| DFA0033AU | Dimensional World Allocation 50/50 Trust |
Exchange Traded Products
| Ticker | ETP Name |
| JEPI-AU | JP Morgan Equity Premium Income Active ETF |
| RSSL-AU | Global X Rusell 2000 ETF Exchange Traded Fund Units |
| KNTNF-US | K92 Mining Inc |
| BABX-US | GraniteShares 2x Long Baba |
Mason Stevens Super
Managed Funds
| APIR | Fund Name | Trustee Limit |
| GSF0874AU | Munro Global Growth Small & Mid Cap Fund | 50% |
Exchange Traded Products
| Ticker | ETP Name |
| JEPI-AU | JP Morgan Equity Premium Income Active ETF |
| RSSL-AU | Global X Rusell 2000 ETF Exchange Traded Fund Units |
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.