General Information

MLC CGSuper R/O Bond-MIF Growth
MLC Limited
NFS0415AU
Multisector Growth
starstarstarstar (as at 31 Jul 2017)
Superannuation Fund
1 Jul 1989
$7.82 million (as at 30 Jun 2017)
$330.5118 (as at 17 Aug 2017)
$330.5118 (as at 17 Aug 2017)

Fund performance (31 Jul 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.04 -0.21 2.92 6.33 4.57 6.39 9.44 4.87
Growth return -0.04 -0.21 2.92 6.33 4.57 6.39 9.44 4.87
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -0.44 -1.5 3.48 4.58 3.83 7.29 11.09 4.86
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (31 Jul 2017)

Australian Equities 35.60%
International Equities 20.50%
Cash 6.30%
Property 5%
Fixed Interest 32.60%
Alternatives 0%
Asset Allocation

Objectives and Strategy

A flexible growth superannuation bond targeted toward high long term returns.
Invest primarily in domestic and international shares with holdings of domestic and international fixed interest securities, property, and short term money market securities. The manager has defined long term asset targets and asset allocation ranges. Target portfolio to consist of 60% shares, 20% fixed interest and cash and 20% property.

Offer information

Standard entry fee 5%
Minimum initial investment $1,000.00

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