MLC Wholesale Horizon 4 Balanced Portfolio
The portfolio aims to outperform the benchmark, before fees, over 4 year periods.
MLC actively looks for opportunities to provide better returns, or less risk, than those generated by the benchmark asset allocation and to manage the Trust’s exposure to the risks of investing in markets. Our investment experts do this by:
- Researching and selecting a broad range of mainstream asset classes, and including some exposure to alternative assets and strategies.
- Adjusting the allocations to the asset classes within the defined ranges shown below.
- Selecting investment managers from some of the best in Australia and overseas.
MLC Investments Limited (MLC) has been looking after the investment needs for generations of Australians. Our experience has taught us the right solution for each investor is unique and their needs change over time.
We specialise in creating a diverse range of investment solutions so you can grow your wealth the way you want to. And, we’ll continually enhance our products and services to make the most of changing investment opportunities.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|Net performance* (%)||1 mth||3 mth|
|MLC Wholesale Horizon 4 Balanced Portfolio||-0.37||1.60|
*As at 31 May 2019
Benchmark asset allocation:
Fixed income: 26%
Defensive alternatives and other: 5%
Total defensive assets: 32%
Australian shares: 28%
Global shares: 28%
Listed property securities: 4%
Growth alternatives and other: 8%
Total growth assets: 68%