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.
Managed Funds Onboarded
Mason Stevens Global Investment Service
| 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 |
Managed Funds Closed
Mason Stevens Global Investment Service and Mason Stevens Super
| Ticker | Fund Name | Comment |
| ASX8411AU | Auscap High Conviction Australian Equities Fund - Monthly Platform Class | Closed for new investments at the request of the RE |
| WPC3240AU | Perennial Strategic Natural Resources Trust | Closed for new investments at the request of the RE |
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.