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MLC MasterKey Super - IncomeBuilder

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101084-2023-11-16-02:33.pdf
FUND MANAGER MLC Investments
ASX Code
APIR MLC0175AU
ASSET CLASS EQUITY INCOME
INVESTMENT STYLE The Fund invests primarily in Australian companies that have the potential to provide future growth in dividends.
INVESTMENT PROFILE The Fund aims to provide an income stream (excluding capital gains) that grows each year.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 11-04-1996
BENCHMARK N/A
FUND SIZE N/A
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS
FEES 0.72% p.a. of your balance in this investment option
STRUCTURE

Benefits

Benefits

Benefits of investing with MLC MasterKey Super & Pension Fundamentals 

  • A wide range of investment options: Customise your investment portfolio to how you like it, using our world-class investment managers.
  • Pensions: Transition to retirement and retirement income stream solutions—giving you more choice in retirement.
  • 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 High
INVESTOR SUITABILITY

The investment option may be suited to you if:

  • you want to invest in shares in Australian companies that are expected to deliver a growing dividend stream over time.

Risks

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Detail

Key Features

About MLC MasterKey Super & Pension Fundamentals

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

MLC MasterKey Super & Pension Fundamentals is the easy-to-manage super account that gives you a great opportunity to grow and protect your wealth.

You'll have access to a broad range of investment options, allowing you to customise your investment portfolio. A financial adviser can support you with any decisions you make.

MLC MasterKey Super & Pension Fundamentals is part of the MLC Super Fund. You can find more information on the MLC Super Fund, the Trustee and executive remuneration, and other Fund documents at mlc.com.au/yoursuperfund.

Investing in MLC investment options 

When you're invested in an MLC portfolio, your money is with Australia's most experienced multi-manager.

MLC multi-asset portfolios

Everyone has different ideas about how their money should be managed, so three sets of multi-asset portfolios have been developed to offer you a range of options:

  • MLC Inflation Plus;
  • MLC Horizon; and
  • MLC Index Plus portfolios.

These portfolios use our approach to investing described on page 14 of the Investment Menu.

MLC asset class funds

You may decide to tailor your investment strategy using our asset class funds.

These funds invest in one asset class and suit investors looking for a complete investment solution for that asset class.

Cash and term deposits

We also offer a range of term deposits and the MLC Cash Fund as a cash option.

 

Mandate

How we invest your money

The fund invests primarily in Australian companies that have the potential to provide future growth in dividends.

The fund is expected to generate tax-efficient returns by:

  • investing in companies expected to have high franking levels, and
  • carefully managing the realisation of capital gains.

 

The fund is expected to provide returns consistent with investing in a broad range of Australian companies. Income is reinvested in the fund.

Target asset allocation

  • Australian shares: 100%