MLC Wholesale Horizon 5 - Growth - Managed Fund

The objective of the MLC Wholesale Horizon 5 - Growth managed fund is The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

The strategy of the MLC Wholesale Horizon 5 - Growth managed fund is The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

The APIR code of the MLC Wholesale Horizon 5 - Growth managed fund is MLC0265AU.

MLC Wholesale Horizon 5 - Growth’s total return last month was -1.25%. This was made up of a growth return of -1.16% and an income return of -0.09%. These returns were calculated as at 30 Sep 2026.

MLC Wholesale Horizon 5 - Growth’s total return for the last three months was 0.35%. This was made up of a growth return of 0.6% and an income return of -0.25%%. These returns were calculated as at 30 Sep 2026.

MLC Wholesale Horizon 5 - Growth’s one-year total return is 5.07%. This was made up of a growth return of 5.66% and an income return of -0.59%. These returns were calculated as at 30 Sep 2026.

MLC Wholesale Horizon 5 - Growth’s one-year total return is 10.8%. This was made up of a growth return of 6% and an income return of 4.8%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the MLC Wholesale Horizon 5 - Growth managed fund is :

As at 30 Sep 2026, the size of the MLC Wholesale Horizon 5 - Growth managed fund was $702.62 million.

The MLC Wholesale Horizon 5 - Growth managed fund has an inception date of 1 Jan 1998.

The current entry price of the MLC Wholesale Horizon 5 - Growth managed fund is $1.42376 per unit and the current exit price is $1.41949 per unit (as at 8 Oct 2026).

The current exit price of the MLC Wholesale Horizon 5 - Growth managed fund is $1.41949 per unit and the current entry price is $1.42376 per unit (as at 8 Oct 2026).

The minimum initial investment amount for the MLC Wholesale Horizon 5 - Growth managed fund is $1,000.