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MLC MasterKey Business Super - MLC Australian Property Index Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101077-2023-12-09-02:40.pdf
FUND MANAGER Vanguard Investments Australia
ASX Code
APIR MLC0475AU
ASSET CLASS EXCHANGE TRADED FUNDS
INVESTMENT STYLE The Fund provides a low-cost way to invest in property securities listed on the Australian Securities Exchange.
INVESTMENT PROFILE The Fund seeks to track the return of the Benchmark before taking into account fees, expenses and tax.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-10-2003
BENCHMARK S&P/ASX 300 A-REIT Index
FUND SIZE S&P/ASX 300 A-REIT Index
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS 20-40
FEES 0.25% 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 long-term capital growth, some tax-effective income, and you have a higher tolerance for the risks associated with share market volatility.

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 provides a low-cost way to invest in property securities listed on the Australian Securities Exchange. The property sectors in which the fund invests include retail, office, industrial and diversified. The fund offers potential long-term capital growth and tax-effective income that may include a tax-deferred component.

The S&P/ASX 300 A-REIT Index comprises property securities (shares) listed on the Australian Securities Exchange (ASX). These securities are real estate investment trusts and companies that own real estate assets and derive a significant proportion of their revenue from rental income.

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

Strategic asset allocation

  • Australian property securities: 100%