Investment menu update

This page provides you with access to our monthly investment menus as well as other important information including managed investments that have recently been added to the Grow Wrap investment menu.

1 October 2021

Investment menus

Grow Wrap Investment Menu - Super and Pension Service and Investment Service

Grow Wrap Fee Calculator

Suspended and terminating managed investments

Non daily priced funds register

 

Margin lending investment menus

Review most recent Margin Lending investment menus

Leveraged Equities website

nab Equity Lending website

St. George Margin Lending website

 

New funds were added effective 1 October 2021

List of funds

 

APIR code Fund name Grow Wrap Investment Service Grow Wrap Super & Pension Service
MBLPD Macquarie Bank Capital Notes - 3 ✔ ✔
SUNPI Suncorp Capital Notes 4 ✔ ✔
ETL7377AU GQG Partners Global Equity Fund - A Class ✔ ✔
ETL4207AU GQG Partners Emerging Markets Equity Fund ✔ ✔
WBCPK Westpac Capital Notes 8 ✔ ✔

 

This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. This advice is not personal advice. This advice has been prepared without taking account of investors' objectives, financial situation or needs.