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 October 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

Leveraged Equities website

 

New funds were added effective 1 October 2021

List of funds

APIR code Fund name Wealthtrac Portfolio Service Wealthtrac Superannuation Master Trust
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 ✔ ✔
AUS0112AU* Australian Unity Healthcare Property Trust - Wholesale Units ✔ ✔
WBCPK Westpac Capital Notes 8 ✔ ✔

* The fund has been hard closed.

 
* The fund has been hard closed.

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.