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MLC MasterKey Business Super - Investors Mutual Australian Share Fund

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About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101074-2024-04-25-02:35.pdf
FUND MANAGER Investors Mutual
ASX Code
APIR MLC0466AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE The Fund will invest in a diversified portfolio of quality Australian and New Zealand industrial and resource shares.
INVESTMENT PROFILE The Fund seeks to provide a return (after fees and expenses and before taxes) which exceeds the Benchmark, over rolling four year periods.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-01-2003
BENCHMARK S&P/ASX 300 Accumulation Index
FUND SIZE S&P/ASX 300 Accumulation Index
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS 20+
FEES 0.94% 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 fund will aim to provide investors with long-term capital growth and income through an actively managed portfolio of quality Australian Shares listed on the ASX.

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 invest in a diversified portfolio of quality Australian and New Zealand industrial and resource shares, where these shares are identified by our investment team as being undervalued.

Strategic asset allocation

  • Australian shares: 90-100%
  • Cash: 0-10%