InvestSMART

MLC Investment Linked Super - Resources (C) - Managed Fund (Closed)

Fund Objective
To provide investors with good long term capital growth by investing in resource equities.
Fund Strategy
To invest predominantly in leading resource shares which are in production and have an established cash flow. Investment in companies not meeting these criteria will be restricted to a minimum.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 5.81% 17.19% 24.94% 17.28% -9.24% -3.26% 2.16% 8.08%
Growth return 5.81% 17.19% 24.94% 17.28% -9.24% -3.26% 2.16% 8.08%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 30 Jun 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

MLC Investment Linked Super - Resources (C)
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.16%
International Equities
3.97%
Cash
-0.82%
Property & Infrastructure
1.14%
Fixed Interest
-0.44%
Alternatives
-0.01%

General Information

Fund Details
Type Description
MLC Investment Linked Super - Resources (C)
Closed
MLC Limited
MLC0407AU
Equity Australia Other
Not Rated
Superannuation Fund
29 Apr 1986
$0.08 million (as at 30 Jun 1999)
n/a
$3.5836 (as at 3 Sep 1999)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00
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FAQs about the MLC Investment Linked Super - Resources (C)

The objective of the MLC Investment Linked Super - Resources (C) managed fund is To provide investors with good long term capital growth by investing in resource equities.

The strategy of the MLC Investment Linked Super - Resources (C) managed fund is To invest predominantly in leading resource shares which are in production and have an established cash flow. Investment in companies not meeting these criteria will be restricted to a minimum.

The APIR code of the MLC Investment Linked Super - Resources (C) managed fund is MLC0407AU.

MLC Investment Linked Super - Resources (C)’s total return last month was 5.81%. This was made up of a growth return of 5.81% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

MLC Investment Linked Super - Resources (C)’s total return for the last three months was 17.19%. This was made up of a growth return of 17.19% and an income return of 0%%. These returns were calculated as at 30 Jun 1999.

MLC Investment Linked Super - Resources (C)’s one-year total return is 17.28%. This was made up of a growth return of 17.28% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

MLC Investment Linked Super - Resources (C)’s one-year total return is -3.26%. This was made up of a growth return of -3.26% and an income return of 0%. These returns were calculated as at 30 Jun 1999.

The asset allocation of the MLC Investment Linked Super - Resources (C) managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the MLC Investment Linked Super - Resources (C) managed fund is MLC Limited.

The MLC Investment Linked Super - Resources (C) managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Jun 1999, the size of the MLC Investment Linked Super - Resources (C) managed fund was $0.08 million.

The MLC Investment Linked Super - Resources (C) managed fund has an inception date of 29 Apr 1986.

The current entry price of the MLC Investment Linked Super - Resources (C) managed fund is $ per unit and the current exit price is $3.5836 per unit (as at 3 Sep 1999).

The current exit price of the MLC Investment Linked Super - Resources (C) managed fund is $3.5836 per unit and the current entry price is $ per unit (as at 3 Sep 1999).

The minimum initial investment amount for the MLC Investment Linked Super - Resources (C) managed fund is $2,000.

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.