mlc wholesale horizon 4 balanced portfolio pds

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Buy/sell spread 0.05% / % Suggested minimum investment period 5 Years Risk level 6 - High Invests into MLC Horizon 4 Balanced Portfolio (APIR: MLC0260AU) 6 1 year (%) Notes 0000003225 00000 n
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At the same time, we aim to reduce risk in the Trust if market risk is high by changing the Trust's asset allocation. /Pages 132 0 R 0000006191 00000 n 143 0 obj endobj 157 0 obj 0000514101 00000 n 0000031099 00000 n 0000514513 00000 n

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<> 156 0 obj %���� endstream 0000058135 00000 n endobj 138 0 obj Page 03 Private Investment Consulting™ Product Disclosure Statement When we introduced the

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0000115920 00000 n MLC Horizon 5 Growth portfolio, opens in new window. 0000006212 00000 n 0000787715 00000 n <>

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The portfolio primarily invests in growth assets, with a small exposure to defensive assets. <>

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MLC Horizon 4 Balanced portfolio, opens in new window.

0000787893 00000 n The latest fund information for MLC Wholesale Horizon 4 Balanced Portfolio, including fund prices, fund performance, ratings, analysis, ratios & manager information. /CropBox [0 0 595.276 841.89 ] Report generated 27 Oct 2020 |Retail 0000083873 00000 n

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147 0 obj endobj 0000789187 00000 n /PageMode /UseOutlines 0000005051 00000 n /Names 149 0 R %%EOF 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. 0000108682 00000 n 0000116030 00000 n 0000004359 00000 n

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0000788621 00000 n 0000789641 00000 n 135 108 0000514552 00000 n ʂ+�y��3�!�LTԙ��e�H;�-�( �Y�&A z� ��'XF��TOn���h�w�S�[1'��b���47dX��>Y���y��2˸�A���C sYX�L�#�1O���H�Ѳ�&NGR��rOƓ���x�ؗZ}��շ�:��)>9R&�T�WD?E���{�6�@ ���L� 0000786739 00000 n MLC Wholesale Horizon 4 Balanced Responsible Entity: MLC Investments Limited: APIR Code: MLC0260AU: Sector/Asset Class : Multisector Growth: Morningstar Rating (as at 30 Sep 2020) Legal Structure: Investment Fund: Fund Inception: 1 Jan 1998: Fund Size: $1900.77 million (as at 30 Sep 2020) Entry Price: $1.21237 (as at 20 Oct 2020) Exit Price: $1.20874 (as at 20 Oct 2020) Fund …

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endobj 0000006050 00000 n PIC Wholesale 70/30 Portfolio MLC Wholesale Horizon 4 ‑ Balanced Portfolio ... ‘our’ in this PDS are references to MLC Investments Limited, not Private Investment Consulting™. <> 0000004015 00000 n 159 0 obj The Product Guide is a separate document which forms part of this PDS.

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to in this PDS as the MLC Wholesale Horizon 4 Balanced Portfolio) (Trust). endobj

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>> MLC Horizon 2 Income portfolio, opens in new window. 0000005778 00000 n

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MLC Horizon 2 Capital Stable portfolio, opens in new window. endobj MLC Wholesale Index Plus Balanced Portfolio Investment objective:Aims to provide a return that meets the Benchmark, before fees, over 4 year periods. <>

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Fund Report | 27 Oct 2020.

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0000812332 00000 n 144 0 obj The latest fund information for MLC Wholesale Horizon 4 Balanced Portfolio, including fund prices, fund performance, ratings, analysis, ratios & manager information. MLC Horizon 6 Share portfolio, opens in new window MLC Wholesale Horizon 4 Balanced Portfolio (MLC0260AU) 4.46 5.41 3.22 Despite a reduction in dividend income, the distribution was significantly higher than FY2019 due to an increase in realised capital gains. 0000788963 00000 n

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