1 0 obj We've created useful tools and resources to help you reach your retirement goals. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. * InvestSMART's capped Management Fee (capped at $451p.a.) Index: Morningstar Aus Msec Moderate TR AUD. The portfolio aims to provide a return higher than its benchmark (before fees) over 3 year periods, while managing risk. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. You should consider the product disclosure statement before making a decision about a product. The portfolio is broadly diversified across asset classes and investment managers from around the world. MLC Limited uses the MLC brand under licence. MLC Wholesale Horizon 2 Income Portfolio. Build your investment portfolio with MLC MasterKey Investment Service Fundamentals. # Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals.
Asset class. The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket. You can choose the asset allocation that suits your client's investment needs. %) Notes 1 The Indirect Cost Ratio (ICR) includes the investment manager’s fees, estimated performance fee (if applicable), estimated expense recoveries and other indirect costs as a percentage of total average assets of the investment option <> Fee data may not include all costs being charged such as platform and adviser fees. AMI Mixed Asset - Moderate 0 - 12 m 12 - 24 m 24 - 36 m 36 - 48 m 48 - 60 m -3.2: 4.4: 3.7: 3.4: 4.7-0.4: 6.1: 4.3: 3.1: 4.1: Performance Criteria. Historical performance is not a reliable indicator of future performance. You can use the portfolio for your whole portfolio or add it to other investments.
As a result, there may be smaller losses than the benchmark in weak or falling markets and potentially lower returns than the benchmark in strong markets. Please download one of our supported browsers. This includes reducing risk in the portfolio if market risk is high. Fees are calculated by Morningstar as the average over 10 years.
The MLC Horizon portfolios are a range of actively managed portfolios designed to deliver returns above their benchmarks, while managing risk. MLC aims to achieve this by actively managing the portfolio. MLC Horizon 2 Income Portfolio The portfolio aims to provide a return higher than its benchmark (before fees) over 3 year periods, while managing risk. Category: Multisector Moderate.
This may not include all funds available for retail investment in Australia. We aim to achieve this by actively managing the portfolio. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. We wonât be supporting this version of your browser. %PDF-1.7 Data and content is provided for personal use only. Performance figures are shown in Australian dollar (AUD). Find the advice that's right for you. Access forms to manage your insurance cover. Performance. Performance as at 30/09/2020. �V��L�,�Cdm8*'�-,nZ������Gc�Щ&�ae���tA�Z�ɴq3ԍ�+����(��F��"��T���B�rsG`�v.
MLC Limited is a part of the Nippon Life Insurance Group and not part of the NAB Group of Companies. Fund: MLC Wholesale Horizon 2 Income Portfolio. 30 Sep 2020. The portfolio has a strong bias to defensive assets and some exposure to growth assets. Build a better retirement with MLC MasterKey Super Fundamentals.
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Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Financial Year Total Returns. want a diversified portfolio that invests mainly in defensive assets, consider preserving their capital an important but not overriding concern, and. The portfolio aims to provide a return higher than its benchmark (before fees) over 3 year periods. This may not include all funds available for retail investment in Australia. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. Refer to our Computer and Internet browser requirements. Brokerage costs are not included in this calculation. Talk to us on 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday. Each has a different allocation of growth and defensive assets, which are expected to deliver different levels of return while exposed to different levels of volatility. MLC Horizon 2 Income Portfolio * Benchmark asset allocation and ranges. Fund data sourced from Morningstar. does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). want to receive a regular income stream with some tax advantages. For free general advice call 132 652 or find an adviser. Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^. As the Responsible Entity, we’re responsible for all aspects of operating the Trust, including administration of the assets and investment policy. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (Morningstar Aus Msec Moderate TR AUD), Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), MLC Wholesale Horizon 2 Income Portfolio - Managed fund profile. A combination of market indices, weighted according to the asset allocation. Past performance is not a reliable indicator of future performance. Invests into MLC Horizon 2 Income Portfolio (APIR: MLC0670AU) 2 year (p.a. MLC Wholesale Horizon 2 Income Portfolio Retail Fund Report | Report generated 25 Oct 2020 | Read the Analyst Research Report. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. MLC Investments Limited (MLC) is the Responsible Entity for the MLC Wholesale Horizon 2 Income Portfolio (Trust).
Benchmark index * Available in the following products: MLC Wholesale (MLC Investment Trust), MLC MasterKey Investment Service, MLC MasterKey Investment Service Fundamentals and MLC … ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. x��][o�ȱ~7���� � �������Z'xs����`7ci$OV�Qdi��骾�y'������Z���uWץ�/|�����z{��}�Ջ���wW�/���������ۛ�a��?^�{���~��^�^��^}s�����"/�?��̊L�^�������B��0*sB�본}p�5[ �� 8����.Z^��\�b��"���d���Y�\{0�2)ܿL��z"5v ��\4z��_�ϣQ�����E2dsY�@.A�+#E�tz[�{m8���/����魴:�� Build a diversified portfolio to match your needs with our range of low cost investment options. Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark. 4 0 obj
Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. Get the latest news and views on retirement, superannuation and investments here. 2 0 obj Performance charts for MLC Wholesale Horizon 2 - Income Portfolio Fund (MLCWHIP) including intraday, historical and comparison charts, technical analysis and trend lines. This includes reducing risk in the portfolio if market risk is high. want to rely largely on the market for returns. MLC MasterKey Super and Pension Fundamentals, Computer and Internet browser requirements, MLC MasterKey Investment Service Fundamentals. endobj You'll always know where your money is invested because the allocations to these assets are actively managed within defined ranges, in accordance with our changing view of potential risks and opportunities in investment markets. <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 594.96 842.04] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Underperform the industry standard benchmarks. <>/Metadata 361 0 R/ViewerPreferences 362 0 R>> <> 3 0 obj See details of the portfolio's current benchmark for an investment outside super or pension. The portfolio has a strong bias to defensive assets and some exposure to growth assets. Growth of $10,000. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. endobj As a result, there may be smaller losses than the benchmark in weak or falling markets and potentially lower returns than the benchmark in strong markets. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. MLC Horizon. A tax event may be realised as a result of switching investments. National Australia Bank Limited ABN 12 004 044 937, AFSL 230686. %���� For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. MLC Wholesale Horizon 2 Income Portfolio Responsible Entity: MLC Investments Limited: APIR Code: MLC0670AU: Sector/Asset Class: Multisector Moderate: Morningstar Rating (as at 30 Jun 2020) Legal Structure: Investment Fund: Fund Inception: 5 Dec 2005: Fund Size: $364.7 million (as at 31 May 2020) Entry Price: $0.98601 (as at 8 Jul 2020) Exit Price
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