MLC MasterKey Business Super - Perpetual Australian Share Fund
|Reporting Season Puts Spotlight on Balance Sheets|
|Three Resilient Stocks with Pricing Power|
About this Fund
|FUND MANAGER||Perpetual Investment Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests primarily in shares listed on or proposed to be listed on any recognised Australian exchange.|
|INVESTMENT PROFILE||The Fund aims to provide long-term capital growth and regular income, and to outperform the Benchmark (before fees and taxes) over rolling three-year periods.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
|FEES||1.06% p.a. of your balance in this investment option|
Benefits of investing with MLC MasterKey Business Super
What we offer in your super account
|RISK LEVEL||Very High|
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
Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. Investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business, and recurring earnings.
The fund invests primarily in shares listed on or proposed to be listed on any recognised Australian exchange, but may have up to 20% exposure to shares listed on or proposed to be listed on any recognised global exchange. Currency hedges may be used from time to time.
Derivatives may be used in managing the fund.
Strategic asset allocation