Investment Menu Update | May 2024

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

APIR Fund Name
LTC8436AU La Trobe US Private Credit Trust Class A - Wholesale Units
ECP1400AU ECP Global Growth Fund (Aust) Class B Units
RSM5859AU Realside Maddington Fund
ITS4815AU Global Transport Fund (Hedged) Unit Trust - Upfront Payment Class - Q2 2024
ITS5790AU Global Transport Fund (Unhedged) Unit Trust - Upfront Payment Class - Q2 2024
WHT7794AU Firetrail S3 Global Opportunities Fund (Managed Fund)
ETL0483AU Pzena Emerging Markets Value Fund

 

Exchange Traded Products

Ticker ETP Name
BITW-US Bitwise 10 Crypto Index Fund
GXAI-AU Global X Artificial Intelligence ETF
VTV-US Vanguard Value ETF
DBA-US Invesco DB Agriculture Fund
QNDQ-AU Betashares Nasdaq 100 Equal Weight ETF

 

Mason Stevens Super

Exchange Traded Products

Ticker ETP Name
QNDQ-AU Betashares Nasdaq 100 Equal Weight ETF
GXAI-AU Global X Artificial Intelligence 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.

 

 

Related:

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