MLC Wholesale Horizon 4 Balanced Portfolio
The portfolio aims to outperform the benchmark, before fees, over 4 year periods.
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:
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.
We specialise in creating a diverse range of investment solutions so you can grow your wealth the way you want to. And, we’ll continually enhance our products and services to make the most of changing investment opportunities.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
|Risk level||5 – medium to high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||1.28% p.a.|
|Recommended minimum investment period||Five years|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr|
|Net return* (%)||0.39%||5.30%||3.47%||1.70%|
Past performance is not a reliable indicator of future performance.
(*As at 31/12/2020)
|Benchmark Asset Allocation|
|Defensive alternatives and other||5%|
|Total defensive assets||32%|
|Listed property securities||4%|
|Growth alternatives and other||8%|
|Total growth assets||68%|