Investment Menu update | May 2026

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
BQC7194AU Pier 12 US Opportunities Fund III
AUS9836AU Australian Unity Specialist Disability Accommodation Fund
FTD3575AU Fortitude Small Cap PE Feeder Fund
PIM7240AU StepStone Private Venture and Growth Fund - Class D
PIM9459AU Federated Hermes Global Trade Finance Fund - Class F (AUD Hedged Distributing)
PIM7560AU Ophir Global Opportunities Fund - Class B
QVP3860AU FiveRock Opportunities Trust
VPA9951AU Vantage Point Australian Alternative Income Fund - Class B
 

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.

 
 
 
 


 

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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