asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC0265AU
release_schedule: Monthly
structure:
commentary_block:
factsheet_url:
https://www.mlcam.com.au/institutional-clients/mlc-wholesale/resources
fund_features:
MLC Wholesale Horizon 5 Growth Portfolio aims to outperform its benchmark, before fees, over 5 year periods. MLC aims to achieve this by actively managing the Trust. This includes changing the Trust’s asset allocation to reduce risk if market risk is high. As a result of reducing the allocation to higher risk assets, there may be smaller losses than the benchmark in weak or falling markets and potentially lower returns than the benchmark in strong markets.
- The portfolio primarily invests in growth assets, with a small exposure to defensive assets.
- The portfolio is broadly diversified across asset classes and investment managers from around the world.
- These managers invest in many companies and securities in Australia and overseas.