Benefits of investing in the MLC Wholesale Global Share Fund

Complete asset class solution

The Trust brings together a specific combination of investment managers and is an easy way to gain access to a sophisticated global share strategy.

Aims for above-benchmark returns

The Trust's performance can be compared to its market benchmark, the MSCI ACWI Net Index ($A).

To achieve above-benchmark returns (before fees), the Trust is an actively managed portfolio of companies listed (or expected to be listed) on share markets anywhere around the world, and is typically diversified across major listed industry groups.

Foreign currency exposures will generally not be hedged to the Australian dollar.

Experience and track record

The Trust is designed and managed using MLC's investment approach. Our investment experts have been successfully investing this way 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.

Extensive diversification

The Trust is diversified across different investment managers, countries, industries and companies to enhance returns and manage risk.

Investor suitability

Investors wanting an actively managed global share portfolio with foreign currency exposure, that's diversified across investment managers, countries (developed and emerging), industries, and companies.

About the Fund

This fund aims to be a complete portfolio for the global shares asset class, and aims to deliver growth by using investment managers who invest and diversify across many companies listed (or expected to be listed) on share markets anywhere around the world.

MLC's approach to investing

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:

1. Portfolio design
2. Managing the portfolio
3. Ongoing review
4. Portfolio implementation

How we invest your money

The Trust invests primarily in companies listed (or expected to be listed) on share markets anywhere around the world, and is typically diversified across major listed industry groups.

Foreign currency exposures will generally not be hedged to the Australian dollar.

Benchmark asset allocation

• Global shares: 100%