MLC Wholesale IncomeBuilder [100461]

Home

PDS	https://informedinvestor.com.au/view/pds/100461-2023-11-30-02:43.pdf
FUND MANAGER	MLC Investments
ASX Code
APIR	MLC0264AU
ASSET CLASS	AUSTRALIAN EQUITIES
INVESTMENT STYLE	The Fund invests primarily in Australian shares.
INVESTMENT PROFILE	The Fund aims to provide an income stream (excluding capital gains) that grows each year.
CURRENCY MANAGEMENT	Active management
INCEPTION DATE	04-12-2006
BENCHMARK	Custom composite
FUND SIZE	Custom composite
DISTRIBUTION FREQUENCY	Quarterly
NO. OF HOLDINGS
FEES	0.72% p.a.
STRUCTURE

Benefits of investing in the MLC Wholesale IncomeBuilder

Experience and track record: We use a market-leading investment approach to design and manage the Trust. Our investment experts have been successfully managing portfolios for over 30 years, helping clients achieve their investment goals.

Multi-manager approach: We use many specialist investment managers from around the world to find some of the best investment opportunities for the Trust and to manage risk.

Extensive diversification: The Trust is diversified across a wide range of both mainstream and alternative assets and strategies and investment managers to enhance returns and manage risk.

Investors wanting to invest in shares in Australian companies that are expected to deliver a growing dividend stream over time.

RISK LEVEL

INVESTOR SUITABILITY

Title
Detail

MLC Wholesale IncomeBuilder invests primarily in Australian companies that have the potential to provide future growth in dividends.

The Trust is expected to provide returns consistent with investing in a broad range of Australian companies.

For over 30 years our investment experts have been designing portfolios using a multi-manager approach to help investors achieve their goals.

The four key aspects of this market-leading investment approach are:

The Trust is expected to generate tax-efficient returns by: