asset_category: 41-60% Growth Assets - Low-Cost Diversified
peer_benchmark: Multi-Asset - 41-60% Low-Cost Index
broad_market_index: Multi-Asset Balanced Investor Index
manager_contact_details: Array
ticker: MLC7849AU
release_schedule: NO COMMENTARY
fund_features:
MLC Wholesale Index Plus Conservative Growth Portfolio aims to provide a return that meets the Benchmark, before fees, over 3 year periods. At the same time, the Trust aslo aim 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.
- The Trust’s Benchmark is a combination of market indices, weighted according to the strategic asset allocation.
- The strategic asset allocation has an approximately equal exposure to growth and defensive assets.
- The Trust uses all aspects of our approach to investing, outlined in the Product Guide.
structure: Managed Fund