You are now leaving Centuria Australia
and entering Centuria New Zealand.
Investment objective
The portfolio aims to outperform the benchmark, before fees, over 4 year periods.
Investment strategy
MLC actively looks for opportunities to provide better returns, or less risk, than those generated by the benchmark asset allocation and to manage the Trust’s exposure to the risks of investing in markets. Our investment experts do this by:
- Researching and selecting a broad range of mainstream asset classes, and including some exposure to alternative assets and strategies.
- Adjusting the allocations to the asset classes within the defined ranges shown below.
- Selecting investment managers from some of the best in Australia and overseas.
Investment manager
MLC Investments Limited (MLC) has been looking after the investment needs for generations of Australians. Our experience has taught us the right solution for each investor is unique and their needs change over time.
Unit price
Unit price
MLC Wholesale Horizon 4 Balanced Portfolio Unit Price History
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Download unit price history
Past performance is not a reliable indicator of future performance.
Performance
The performance of your investment is measured after taxes and fees within this tax paid fund.
| 1 mth | 3 mth | 6 mth | 1 yr | 2 yrs | 3 yrs | |
|---|---|---|---|---|---|---|
| Net return* (%) | 1.55% | 2.77% | 6.50% | 11.83% | 7.76% | 3.65% |
Past performance is not a reliable indicator of future performance.
(*As at 30/11/2024)
Key features
| Key features | |
|---|---|
| APIR code | OVS1025AU |
| Risk level | 5 – medium to high |
| Minimum initial investment | $500 |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 0.95% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation
| Benchmark Asset Allocation | |
|---|---|
| Cash | 1% |
| Fixed income | 26% |
| Defensive alternatives and other | 5% |
| Total defensive assets | 32% |
| Australian shares | 28% |
| Global shares | 28% |
| Listed property securities | 4% |
| Growth alternatives and other | 8% |
| Total growth assets | 68% |
Unit price
Unit price
MLC Wholesale Horizon 4 Balanced Portfolio Unit Price History
Buy
Sell
Download unit price history
Past performance is not a reliable indicator of future performance.
Performance
The performance of your investment is measured after taxes and fees within this tax paid fund.
| 1 mth | 3 mth | 6 mth | 1 yr | 2 yrs | 3 yrs | |
|---|---|---|---|---|---|---|
| Net return* (%) | 1.55% | 2.77% | 6.50% | 11.83% | 7.76% | 3.65% |
Past performance is not a reliable indicator of future performance.
(*As at 30/11/2024)
Key features
| Key features | |
|---|---|
| APIR code | OVS1025AU |
| Risk level | 5 – medium to high |
| Minimum initial investment | $500 |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 0.95% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation
| Benchmark Asset Allocation | |
|---|---|
| Cash | 1% |
| Fixed income | 26% |
| Defensive alternatives and other | 5% |
| Total defensive assets | 32% |
| Australian shares | 28% |
| Global shares | 28% |
| Listed property securities | 4% |
| Growth alternatives and other | 8% |
| Total growth assets | 68% |
Request a PDS
You are one step closer to securing your future. Request a copy of the Centuria LifeGoals PDS to start investing today.
You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.