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 |
|
BFL9371AU |
LCP Insurance Linked Securities Fund – AUD Class |
|
WHT4795AU |
Life Cycle Global Share Fund (Class M) |
|
WHT0246AU |
Life Cycle Global Share Fund (Class A) |
|
WHT9951AU |
Life Cycle Global Share Fund (Class H) (Hedged) |
|
WHT2802AU |
Life Cycle Concentrated Global Share Fund (Class M) |
|
WHT5525AU |
Life Cycle Concentrated Global Share Fund (Class H) (Hedged) |
|
WHT8756AU |
Life Cycle Concentrated Global Share Fund (Class A) |
|
WHT5739AU |
Resolution Capital Global Listed Infrastructure Fund (Class A) |
|
WHT5725AU |
Resolution Capital Global Listed Infrastructure Fund (Hedged) (Class B) |
|
FSF0788AU |
Acadian Australian Equity Long Short Fund |
|
MIC5676AU |
Microequities Asset Management - Pure Microcap Value Fund |
|
MIC0003AU |
Microequities Asset Management - Global Value Microcap Fund |
|
PIM0972AU |
Hamilton Lane Global Private Infrastructure Fund - Distributing Class |
|
PIM3623AU |
Hamilton Lane Global Private Infrastructure Fund - Accumulating Class |
| ECL6748AU | Ellerston Australian Emerging Leaders Fund |
Mason Stevens Super
Managed Funds
| APIR | Fund Name | Trustee Limit |
| ETL0052AU | Tribeca Australian Smaller Companies Fund | 100% |
| WHT5725AU | Resolution Capital Global Listed Infrastructure Fund – Class B (Hedged) | 25% |
| WHT5739AU | Resolution Capital Global Listed Infrastructure Fund – Class A (Unhedged) | 25% |
| DFA0029AU | Dimensional World Allocation 70/30 Trust | 25% |
| DFA0033AU | Dimensional World Allocation 50/50 Trust | 25% |
| DFA0035AU | Dimensional World Equity Trust | 25% |
| DFA8313AU | Dimensional World Allocation 30/70 Trust | 25% |
| EVO3184AU | Hybrid Income Fund | 10% |
| ECL6748AU | Ellerston Australian Emerging Leaders Fund | 25% |
Exchange Traded Products
| Ticker | ETP Name |
| LSGE-AU | Loomis Sayles Global Equity Fund |
| GCI-AU | Gryphon Capital Income Trust (LIT) |
| QTUM-US | Defiance Quantum 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.