MLC MasterKey Business Super - Platinum International Fund
About this Fund
|FUND MANAGER||Platinum Asset Management|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in undervalued companies from around the world.|
|INVESTMENT PROFILE||The Fund seeks to provide capital growth over the long-term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||MSCI All Country World Net Index in $A (for performance comparison purposes only)|
|FUND SIZE||MSCI All Country World Net Index in $A (for performance comparison purposes only)|
|NO. OF HOLDINGS||70-140|
|FEES||1.35% p.a. of your balance in this investment option|
Benefits of investing with MLC MasterKey Business Super
What we offer in your super account
The investment option may be suited to you if...
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.
How we invest your money
The fund primarily invests in listed securities. The fund will ideally consist of 70 to 140 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. Platinum may short sell securities that it considers overvalued. The fund will typically have 50% or more net equity exposure.
Platinum may use derivatives:
Platinum has set the following investment restrictions in respect of the fund:
Platinum manages risk associated with currency exposure through the use of hedging devices (eg foreign exchange forwards, swaps, non-deliverable forwards and currency options) and cash foreign exchange trades.
This fund is considered a hedge fund by the Australian Securities and Investments Commission because it uses some sophisticated investment techniques.
More information about this fund is available in the investment manager's PDS available on mlc.com.au/findafund.
Strategic asset allocation