How managed investment schemes are 8 taxed 8. Australia. We've created useful tools and resources to help you reach your retirement goals. Fees and costs 6 7. Performance. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. This may not include all funds available for retail investment in Australia. Compare MLC; MLC Horizon 6 Share Portfolio does not disclose of holdings. MLC Horizon 1 Bond portfolio , opens in new window, MLC Horizon 2 Income portfolio , opens in new window, MLC Horizon 2 Capital Stable portfolio , opens in new window, MLC Horizon 3 Conservative Growth portfolio , opens in new window, MLC Horizon 4 Balanced portfolio , opens in new window, MLC Horizon 5 Growth portfolio , opens in new window, MLC Horizon 6 Share portfolio , opens in new window, MLC Horizon 7 Accelerated Growth portfolio , opens in new window. Data and content is provided for personal use only. We aim to achieve this by actively managing the portfolio. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. This may not include all funds available for retail investment in Australia. How to apply 8 9. Historical performance is not a reliable indicator of future performance. MLC Wholesale Horizon 6 Share Portfolio Wholesale Fund Report | Report generated 24 Oct 2020 | Read the Analyst Research Report. MLC Limited uses the MLC brand under licence. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Underperform the industry standard benchmarks. The portfolio aims to provide a return higher than its benchmark (before fees and tax) over 5 year periods. The portfolio primarily invests in growth assets, with a small exposure to defensive assets. See details of the portfolio's benchmark for a super or pension investment or for an investment outside super or pension. Learn more about this managed fund including fund information, strategy, asset allocation & performance. It also contains a number of references to important information in the MLC Investment Trusts Product Guide (Product Guide) marked with Find out more at Eureka Report They could be hiding holdings in fossil fuels. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Created with Highstock 5.0.6 0-12 m 12-24 m 24-36 m 36-48 m 48-60 m-5% 0% 5% 10% 15% Data from FE Analytics MLC Wholesale Horizon 6 Share Portfolio AMI Mixed Asset - Aggressive The portfolio invests in growth assets and may have minimal exposure to defensive assets through its alternative investments. Build a diversified portfolio to match your needs with our range of low cost investment options. Performance as at 30/09/2020. Talk to us on 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Other information 8 Important information This Product Disclosure Statement (PDS) summarises significant information about the Horizon 6 Share Portfolio ARSN 096 796 075 (referred to in this PDS as the MLC Wholesale Horizon 6 Share Portfolio) (Trust). Click below to see how they compare to other funds. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. Performance charts for MLC MasterKey Super - Horizon 6 - Share Portfolio Fund (MMSH6SP) including intraday, historical and comparison charts, technical analysis and trend lines. Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^. Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark. Fund data sourced from Morningstar. AMI Mixed Asset - Aggressive 0 - 12 m 12 - 24 m 24 - 36 m 36 - 48 m 48 - 60 m -3.8: 7.0: 13.4: 13.3: 8.7-4.0: 6.8: 11.0: 10.0: 7.3: Performance Criteria. National Australia Bank Limited ABN 12 004 044 937, AFSL 230686. 105-153 Miller St. MLC Wholesale Horizon 6 Share Portfolio. Before it's here, it's on the Bloomberg Terminal. MLC Horizon 5 Growth Portfolio The portfolio aims to provide a return higher than its benchmark (before fees and tax) over five year periods, while managing risk. MLC Horizon 6 Share Portfolio The portfolio aims to provide a return higher than its benchmark (before fees and tax) over five year periods, while managing risk. MLC Horizon 5 Growth portfolio, opens in new window. Fund: MLC Wholesale Horizon 6 Share Portfolio. Click Below to … MLC Horizon 6 Share Portfolio has of its holdings invested in non fossil fuel companies. MLC Horizon 3 Conservative Growth portfolio, opens in new window. Build your investment portfolio with MLC MasterKey Investment Service Fundamentals. Index: Morningstar Aus Msec Aggressive TR AUD. About MLC MasterKey Superannuation Five Star - Horizon 6 Share Portfolio. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. Your actual return would be reduced by the cost of buying and selling the fund, and inflation. MLC Horizon 3 Conservative Growth portfolio, MLC Horizon 7 Accelerated Growth portfolio, Financial Services Council identification forms, Contact us about our investment solutions, MLC MasterKey Pension Fundamentals (within super), MLC MasterKey Investment Service Fundamentals. Please download one of our supported browsers. # Performance figures are after management and admin fees excl. A combination of market indices, weighted according to the asset allocation. MLC MasterKey Super F Horizon 6 Share Portfolio. Touch device users, explore by touch or with swipe gestures. A tax event may be realised as a result of switching investments. As a result, there may be smaller losses than the benchmark in weak or falling markets and potentially lower returns than the benchmark in strong markets. Brokerage costs are not included in this calculation. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. No pricing data is available for this time frame, PetSmart Pulls $4.65 Billion Chewy Debt Deal as Buyers Balk, Trump Talks Up Ties With Mexico’s Leader in Bid to Cut Biden’s Latino Lead, Chesapeake, Franklin Head to Bankruptcy Showdown With Creditors, Blank-Check Stocks Engulfed in Market Selloff After SPAC Frenzy, Washington University Boosts Returns After Dumping Most Managers, Henry Kravis Says the Market Is Wilder Than at Any Time in His Career, SocGen to Seek Buyer for $175 Billion Fund Arm After Review, Biden Win Would Hit Private Equity Deals, Add Scrutiny to M&A, Landmark Singapore IPO Turns Professor Into Multimillionaire, Susquehanna Will Take Your Election Bets, Up to $100 Million, Norway’s $1.1 Trillion Fund Says Infrastructure Looks Pricey, Won, Rupiah Stand to Gain Most When Foreign Flows Return to EM, Megacap Tech Disappoints in Market Where Nothing’s Good Enough, Bank of Montreal Explores Options for $270 Billion Fund Arm, Credit Suisse Shutters Funds in Asset Management Review, Newmont CEO Palmer Sees Gold 'Going North Into $2,000', MLC Investments Ltd Refer to our Computer and Internet browser requirements. Each portfolio has a different allocation of growth and defensive assets, which are expected to deliver different levels of returns, while exposed to different levels of volatility. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. The objective of the Trust is to provide long-term growth over time. Financial Year Total Returns. The MLC Horizon portfolios are a range of actively-managed portfolios designed to deliver returns above their benchmarks, while managing risk. MLC Limited is a part of the Nippon Life Insurance Group and not part of the NAB Group of Companies. {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (Morningstar Aus Msec Aggressive TR AUD), Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), MLC MasterKey Super F Horizon 6 Share Portfolio, MLC MasterKey Super F Horizon 6 Share Portfolio - Managed fund profile. For more information on available platforms please speak with your MLC Representative or visit mlc.com.au, Invest through a platform – through a super or pension account, MLC MasterKey Super and Pension Fundamentals - Product Disclosure Statement (PDF 17MB), MLC MasterKey Business Super - Product Disclosure Statement (PDF 21MB), MLC Wrap Super Series 2 - Product Disclosure Statement (PDF 3MB), MLC Navigator Retirement Plan Series 2 - Product Disclosure Statement (PDF 4MB), Invest through a platform – investing outside a super or pension account, MLC MasterKey Investment Service Fundamentals (PDF 4MB), MLC Wrap Investments Series 2 - Supplementary Financial Services Guide (PDF 3MB), MLC Navigator Investment Plan Series 2 - Supplementary Financial Services Guide (PDF 1MB).

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