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MLC MasterKey Business Super - MLC Australian Share Index Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101073-2024-04-25-02:35.pdf
FUND MANAGER Vanguard Investments Australia
ASX Code
APIR MLC0250AU
ASSET CLASS EXCHANGE TRADED FUNDS
INVESTMENT STYLE The Fund provides low cost, broadly diversified exposure to Australian companies and property trusts listed on the Australian Securities Exchange.
INVESTMENT PROFILE The Fund aims to match the return of the Benchmark, before taking into account fees and tax.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 02-10-2019
BENCHMARK S&P/ASX 200 Total Return Index
FUND SIZE S&P/ASX 200 Total Return Index
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS Around 300
FEES 0.22% p.a. of your balance in this investment option
STRUCTURE

Benefits

Benefits

Benefits of investing with MLC MasterKey Business Super

What we offer in your super account 

  • A wide range of investment options: Customise your investment portfolio to how you like it, using our world-class investment managers.
  • MySuper: Easy-to-manage investing, for all stages in life.
  • Insurance: Tax-effective cover to protect you and your family.
  • Advice tools and calculators: Helping you understand your super, when it's convenient for you.
  • Member benefits program: Access to discounts, lifestyle offers, popular events, travel offers, savings on health insurance, and more.
  • Online access and a mobile app: Stay on top of your super—wherever you are.

 

 

 

RISK LEVEL Very High
INVESTOR SUITABILITY

The investment option may be suited to you if:

  • you want to invest in a portfolio of Australian shares that produces similar returns to the market
  • you want long-term growth in the value of your investment, and
  • you understand that there can be very large fluctuations in the value of your investment. 

Risks

Title
Detail

Key Features

About MLC MasterKey Business Super

You can use the Product Disclosure Statement (PDS) to find what you need to know about your super and how we can help you reach your retirement goals

We've worked with your employer to provide you a super account which gives you a great opportunity to grow and protect your wealth.

With MLC MasterKey Business Super, a part of the MLC Super Fund, you have access to a broad range of investment options, allowing you to customise your investment portfolio. If you haven't chosen an investment option, your super will be invested in MySuper. See Section 5 of the PDS for details of MySuper and go to mlc.com.au/yoursuperfundfor the MySuper Product Dashboard. You can find more information on the MLC Super Fund, the Trustee and executive remuneration, and other Fund documents at mlc.com.au.

Mandate

How we invest your money

The fund will hold most of the securities in the Index, allowing for individual security weightings to vary marginally from the Index from time to time. The fund may invest in securities that have been, or are expected to be, included in the Index.

Target asset allocation

  • Australian shares: 100%