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 July 2024

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

 

New funds added effective 1 July 2024

List of funds

APIR code/ARSN Fund name Grow Wrap Investment Service Grow Wrap Super & Pension Service
FSF0033AU First Sentier Wsale Conservative Fund ✔ ✔
FSF0008AU First Sentier Wsale Diversified Fund ✔ ✔
FSF0498AU First Sentier Wsale High Growth Fund ✔ ✔
CIM0008AU Capital Group New Persp Fund Hedged (AU) ✔ ✔
BFL3333AU Quay Global Real Estate AUD (Hdg) ✔ ✔
OPS7755AU Chester High Conviction Fund ✔ ✔

 

Separately Managed Accounts

APIR code/ARSN Fund name Grow Wrap Investment Service Grow Wrap Super & Pension Service
N/A N/A N/A N/A

 

Margin lending investment menus

Review most recent Margin Lending investment menus

Leveraged Equities website

nab Equity Lending website

St. George Margin Lending website

 

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.