asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC0778AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:
PIC Wholesale 85/15 Portfolio aims to outperform the 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.
- While the Trust isn’t managed to achieve a particular return above inflation, an average return of 5.25% pa above inflation (before fees) is consistent with historical long-term returns from investment markets, using an asset allocation similar to the Trust’s.