LIB - MLC Horizon 4 BO - Managed Fund
Fund Objective
To invest in a diversified portfolio that invests mainly in growth assets.Fund Strategy
To invest in a diversified portfolio that invests mainly in growth assets.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 0.94% | 1.85% | 1.78% | 4.14% | 5.34% | 6.29% | 3.61% | 5.06% |
| Growth return | 1.05% | 2.19% | 2.45% | 5.07% | 5.81% | 6.6% | 3.79% | 5.15% |
| Income return | -0.11% | -0.34% | -0.67% | -0.93% | -0.47% | -0.31% | -0.18% | -0.09% |
|
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
|
||||||||
| Total return | 0.46% | 1.81% | 3.22% | 7.16% | 9.61% | 10.85% | 6.43% | 8.01% |
Asset Allocation
LIB - MLC Horizon 4 BO
- Australian Equities
- 23.24%
- International Equities
- 30.29%
- Cash
- 13%
- Property & Infrastructure
- 5.44%
- Fixed Interest
- 18.63%
- Alternatives
- 9.39%
Average Allocation of Peers
- Australian Equities
- 27.20%
- International Equities
- 35.25%
- Cash
- 5.36%
- Property & Infrastructure
- 5.97%
- Fixed Interest
- 21.41%
- Alternatives
- 4.80%
General Information
Fund Details
| Type | Description |
| LIB - MLC Horizon 4 BO | |
| Australian Unity Limited | |
| LIF0127AU | |
| Multisector Growth | |
 (as at 31 Aug 2026) |
|
| Investment Fund | |
| 1 May 2012 | |
| $31.27 million (as at 31 Jul 2026) | |
| $2.16866 (as at 7 Sep 2026) | |
| $2.16866 (as at 7 Sep 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 0.90% (as at 17 Apr 2026) |
| Indirect Cost Ratio (ICR) - Estimated | 1.30% (as at 30 Jun 2025) (Estimated) |
| Minimum initial investment | $1,000.00 |
| Minimum additional investments | $100.00 |
| Minimum redemption amount | $500.00 |
Top 10 holdings (as at 31 May 2026)
| Holding (as at 31 May 2026) | Type | % of Portfolio |
| MultiMix Wholesale International Shrs Tr | 29.36% | |
| Login now to view the complete list of holdings. | ||
Your guide to next steps
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FAQs about the LIB - MLC Horizon 4 BO
What is the objective of the LIB - MLC Horizon 4 BO managed fund?
The objective of the LIB - MLC Horizon 4 BO managed fund is To invest in a diversified portfolio that invests mainly in growth assets.
What is the strategy for the LIB - MLC Horizon 4 BO managed fund?
The strategy of the LIB - MLC Horizon 4 BO managed fund is To invest in a diversified portfolio that invests mainly in growth assets.
What is the APIR code of the LIB - MLC Horizon 4 BO managed fund?
The APIR code of the LIB - MLC Horizon 4 BO managed fund is LIF0127AU.
What was LIB - MLC Horizon 4 BO’s total return last month?
LIB - MLC Horizon 4 BO’s total return last month was 0.94%. This was made up of a growth return of 1.05% and an income return of -0.11%. These returns were calculated as at 31 Aug 2026.
What was LIB - MLC Horizon 4 BO’s total return for the last three months?
LIB - MLC Horizon 4 BO’s total return for the last three months was 1.85%. This was made up of a growth return of 2.19% and an income return of -0.34%%. These returns were calculated as at 31 Aug 2026.
What is LIB - MLC Horizon 4 BO’s one-year total return?
LIB - MLC Horizon 4 BO’s one-year total return is 4.14%. This was made up of a growth return of 5.07% and an income return of -0.93%. These returns were calculated as at 31 Aug 2026.
What is LIB - MLC Horizon 4 BO’s three-year total return?
LIB - MLC Horizon 4 BO’s one-year total return is 6.29%. This was made up of a growth return of 6.6% and an income return of -0.31%. These returns were calculated as at 31 Aug 2026.
What is the asset allocation of the LIB - MLC Horizon 4 BO managed fund?
The asset allocation of the LIB - MLC Horizon 4 BO managed fund is :
- Australian Equities
- 23.24%
- International Equities
- 30.29%
- Cash
- 13%
- Property & Infrastructure
- 5.44%
- Fixed Interest
- 18.63%
- Alternatives
- 9.39%
Who is the responsible Entity of the LIB - MLC Horizon 4 BO managed fund?
The Responsible Entity for the LIB - MLC Horizon 4 BO managed fund is Australian Unity Limited.
What sector/asset class does the LIB - MLC Horizon 4 BO managed fund belong to?
The LIB - MLC Horizon 4 BO managed fund belongs to the Multisector Growth sector/asset class.
What is the size of the LIB - MLC Horizon 4 BO managed fund?
As at 31 Jul 2026, the size of the LIB - MLC Horizon 4 BO managed fund was $31.27 million.
What is the inception date of the LIB - MLC Horizon 4 BO managed fund?
The LIB - MLC Horizon 4 BO managed fund has an inception date of 1 May 2012.
What is the current entry price of the LIB - MLC Horizon 4 BO managed fund?
The current entry price of the LIB - MLC Horizon 4 BO managed fund is $2.16866 per unit and the current exit price is $2.16866 per unit (as at 7 Sep 2026).
What is the current exit price of the LIB - MLC Horizon 4 BO managed fund?
The current exit price of the LIB - MLC Horizon 4 BO managed fund is $2.16866 per unit and the current entry price is $2.16866 per unit (as at 7 Sep 2026).
What is the minimum investment amount for the LIB - MLC Horizon 4 BO managed fund?
The minimum initial investment amount for the LIB - MLC Horizon 4 BO managed fund is $1,000. Minimum additional investment is $100.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.
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