asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC4447AU
release_schedule: NO COMMENTARY
structure:
fund_features:
PIC Wholesale Index Plus Balanced Portfolio aims to provide a return that meets the benchmark, before fees, over 4 year periods. The Fund also aims. to to reduce risk in the Trust if market risk is high by changing the Trust’s asset allocation. 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 4.25% pa above inflation (before fees) is consistent with historical long-term returns from investment markets, using an asset allocation similar to the Trust’s.