MLC Wholesale Property Securities Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100114-2023-11-30-02:43.pdf |
FUND MANAGER | MLC Investments |
ASX Code | |
APIR | MLC0263AU |
ASSET CLASS | PROPERTY |
INVESTMENT STYLE | The Fund is designed to be a complete portfolio for the Australian property securities asset class, using investment managers who invest and diversify across many listed Real Estate Investment Trusts and companies. |
INVESTMENT PROFILE | The Fund aims to deliver growth by using investment managers who invest and diversify across many companies. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 04-12-2006 |
BENCHMARK | S&P/ASX 300 A-REIT Accumulation Index |
FUND SIZE | S&P/ASX 300 A-REIT Accumulation Index |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.68% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the MLC Wholesale Property Securities FundComplete asset class solutionThe Trust brings together a specific combination of investment managers and is an easy way to gain access to a sophisticated property securities strategy. The Trust invests primarily in Australian property securities, including listed Real Estate Investment Trusts (REITs') and companies across most major listed property sectors. It does not normally invest in direct property, but may have some exposure to property securities listed outside of Australia from time to time. Experience and track recordThe Trust is designed and managed using MLC's investment approach. We've been successfully investing this way for over 25 years, helping clients achieve their investment goals. Multi-manager approachWe use specialist investment managers to find some of the best investment opportunities for the Trust. Extensive diversificationThe Trust is diversified across different investment managers, property sectors and REITs to enhance returns and manage risk. Investor SuitabilityInvestors wanting an actively managed property portfolio that invests in Australia, with some global exposure, and diversifies across property sectors and real estate investment trusts (REITs). |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
Investment philosophyThe core of any successful investment is a clear investment philosophy. MLC's investment philosophy defines the kind of investor we are and, most importantly, how we manage your money. These four beliefs are the foundation of our business:
We believe that by applying this philosophy, we can deliver more reliable returns to you. Our approach to investing - the way we design, construct, implement and manage our portfolios - is built around this philosophy. |
Mandate
How we invest your moneyFor more than 25 years we've been designing portfolios to help investors achieve their goals. There are four key aspects to our market-leading investment approach. Portfolio DesignOur portfolios focus on what affects investor outcomes the most: asset allocation. Each asset class has its own risk and return characteristics. We allocate money between asset classes based on the following beliefs. Risk can't be avoided, but can be managed.
Risks and returns vary
through time
Diversification matters
Managing the portfolioOur portfolios have different investment objectives. That's why our investment experts select a different mix of assets and investment managers for each. Our investment managers may be specialist in-house managers, external managers or a blend. We research hundreds of investment managers from around the world and select some of the best for our portfolios. We then combine them in our portfolios so they complement each other. This multi-manager approach helps to reduce risk and deliver more consistent returns. Ongoing reviewTo make sure our portfolios are working hard for our investors, we continually review and actively manage them. We may adjust the asset allocation, investment strategies and managers. This may be because our assessment of the future market environment has altered or because we have found new ways to balance risk and return in the portfolios. Portfolio implementationWe aim to deliver better returns by avoiding unnecessary costs. We do this by carefully managing cash flows and changes in our portfolios. Our knowledge of local tax requirements means our portfolios are sensitive to the needs of Australian investors. Asset allocation
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