asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: MLC7387AU
release_schedule: NO COMMENTARY
structure:
fund_features:
MLC Wholesale Index Plus Balanced Portfolio aims to provide a return that meets its benchmark, before fees, over 4 year periods. At the same time, it also aima 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.
- MLC: Research and select mostly mainstream asset classes, with some exposure to alternative assets and strategies.
- Actively manage the Trust’s exposure to risk by adjusting the allocations to the asset classes within defined ranges.
- Select investment managers from around the world, specialist index and index enhanced managers in certain asset classes, and selectively use active managers where we believe it makes the greatest difference to the Trust’s risk/returns.