InvestSMART

MLC Plum Super Pension - Balanced - Managed Fund (Closed)

Fund Objective
Fund Strategy

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
MLC Plum Super Pension - Balanced
Closed
Not Rated
Unknown
29 Sep 2023
n/a
n/a
n/a
Finalised
Offer information
Type Description
MER 0% (as at 18 Sep 2025)
Savings plan comments
Redemption comments
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the MLC Plum Super Pension - Balanced

The objective of the MLC Plum Super Pension - Balanced managed fund is

The strategy of the MLC Plum Super Pension - Balanced managed fund is

The APIR code of the MLC Plum Super Pension - Balanced managed fund is .

MLC Plum Super Pension - Balanced’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

MLC Plum Super Pension - Balanced’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

MLC Plum Super Pension - Balanced’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

MLC Plum Super Pension - Balanced’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the MLC Plum Super Pension - Balanced managed fund is :

Alternatives
100%

As at , the size of the MLC Plum Super Pension - Balanced managed fund was $ million.

The MLC Plum Super Pension - Balanced managed fund has an inception date of 29 Sep 2023.

The current entry price of the MLC Plum Super Pension - Balanced managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the MLC Plum Super Pension - Balanced managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the MLC Plum Super Pension - Balanced managed fund is $.

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.