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 Wealthtrac investment menu.
1 July 2021
Investment menus
Wealthtrac Investment Menu - Superannuation Master Trust and Portfolio Service
Suspended and terminating managed investments
Non daily priced funds register
Margin lending investment menus
Review most recent Margin Lending investment menus
Colonial Margin Lending website
New funds were added effective 1 July 2021
List of funds
| APIR code | Fund name | Wealthtrac Portfolio Service | Wealthtrac Superannuation Master Trust |
|---|---|---|---|
| XARO | ActiveX Ardea Real Outcome Bond Fund (Managed Fund) | ✔ | ✔ |
| ASIA | BetaShares Asia Technology Tigers ETF | ✔ | ✔ |
| GBND | BetaShares Sustainability Leaders Diversified Bond ETF | ✔ | ✔ |
| ANZPI | ANZ Capital Bank Notes 6 | ✔ | ✔ |
| FSF0789AU | Acadian W/S Australian Equity Long Short Fund | ✔ | ✔ |
| ETL0060AU | Allan Gray Australia Equity Fund | ✔ | ✔ |
| BFL3779AU | Bennelong Emerging Companies Fund | ✔ | ✔ |
| CSA0046AU | Bentham Syndicated Loan Fund | ✔ | ✔ |
| FID0021AU | Fidelity Australian Opportunities Fund | ✔ | ✔ |
| GMO0006AU | GMO Systematic Global Macro Trust | ✔ | ✔ |
| BNT0101AU | Hyperion Small Growth Companies Fund | ✔ | ✔ |
| IML0001AU | Investors Mutual Australian Small Companies Fund | ✔ | ✔ |
| LAZ0012AU | Lazard Global Small Companies Fund | ✔ | ✔ |
| MMC0110AU | Loftus Global Disruption Fund | ✔ | ✔ |
| MAQ0443AU | Macquarie Australian Share Fund | ✔ | ✔ |
| OPS0001AU | OC Dynamic Equity Fund | ✔ | ✔ |
| PER0050AU | Perpetual W/Sale International Share fund | ✔ | ✔ |
| FSF0978AU | RealIndex Australian Small Companies Fund - Class A | ✔ | ✔ |
| IOF0184AU | Resolution Capital Global Property Securities Fund Series II (Unhedged) | ✔ | ✔ |