asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC0667AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:
MLC Wholesale Inflation Plus — Assertive Portfolio aims to deliver a return of 6% pa above inflation (before fees and tax) over 7 year periods by limiting the risk of negative returns over this timeframe. This careful risk management approach means there may be times when the portfolio doesn’t achieve its return objective. In most circumstances the portfolio is expected to provide a positive return over 7 year periods. Aiming for a particular return can help investors plan their future with more confidence. The MLC Inflation Plus portfolios don’t rely just on the performance of markets to deliver returns. Instead, they’re actively managed to aim for the above-inflation returns investors’ need, while limiting the risk of negative returns. Investing flexibly in a wide range of assets and strategies gives us many sources of return and ways to manage risk. Our portfolios also benefit from the insights of specialist investment managers from all over the world.