asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC0921AU
release_schedule: NO COMMENTARY
structure:
fund_features:
MLC Wholesale Inflation Plus — Conservative Portfolio aims to deliver a return of 3.5% pa above inflation (before fees and tax) over 3 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 3 year periods.
The key aspects of the way the portfolio is managed are:
- Flexible asset allocation – the asset allocation is actively managed in accordance with our changing view of potential risks and opportunities in investment markets.
- Diversification – the portfolio invests across a wide range of assets and strategies.
- Strong focus on risk management – the portfolio has the flexibility not to invest in an asset class if that would cause too much risk of a negative return over 3 years.