MLC Wholesale Horizon 1 Bond Portfolio
About this Fund
|FUND MANAGER||MLC Investments|
|INVESTMENT STYLE||The portfolio is broadly diversified across asset classes and investment managers from around the world.|
|INVESTMENT PROFILE||The portfolio aims to provide a return higher than its benchmark (before fees) over 2 year periods, while managing risk.|
|CURRENCY MANAGEMENT||Active management|
|FUND SIZE||Custom composite|
|NO. OF HOLDINGS|
|FEES||0.50% p.a. of the net asset value of the Trust|
Benefits of investing in the MLC Wholesale Horizon 1 Bond Portfolio
The Trust may be suited to you if:
About the Fund
The Trust is one of seven MLC Horizon portfolios.
Each MLC Horizon portfolio has a different asset allocation which is expected to deliver a different level of volatility and return. You can choose the portfolio with the asset allocation that suits your investment needs.
The portfolio has a strong bias to defensive assets and some exposure to growth assets. 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.
The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.
You can use the portfolio for your whole portfolio or add it to other investments.
The portfolio aims to provide a return higher than its benchmark (before fees and tax) over 2 year periods. The return is also expected to be higher than cash investments. At the same time, the portfolio aims to preserve your investment over 1 year periods.
How we invest your money
Investment markets are the main driver of the Trust's investment returns. The Trust's allocation to investment markets is shown in its benchmark asset allocation and ranges below. The benchmark asset allocation is invested in defensive assets.
Our investment experts actively look 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:
The Trust uses all aspects of MLC's approach to investing, outlined in the Product Guide.
Benchmark asset allocation and ranges
(Asset class: Benchmark asset allocation / Ranges)