MLC Assertive Option
Risk / Return Profiles
Superannuation trustees investing through MLC Implemented Consulting acquire an investment life policy issued by MLC Limited (ABN 90 000 000 402). The life policy provides access to the options listed in the diagram above. Investments are only available to "wholesale clients" within the meaning of the Corporations Act.
Investments are subject to investment risk. No member of the National Australia Bank group of companies guarantees the payment of capital, payment of income or performance of the investments.
| MLC Assertive Option | |
|---|---|
| Debt / Equity Mix | 85% Equity 15% Debt |
| Suitability | Suits an investor prepared to take on a high weighting to growth assets whilst accepting a higher than average level of risk. |
| Return Outcome (after tax and management fees)* |
Return potential in excess of CPI + 4% on average per annum over the longer term. |
* The longer the time period, the more likely it is that returns will, on average, be in line with their potential level. However, it should be noted that even over long time periods, return outcomes are not guaranteed and actual returns may be higher or lower than the return potential indicated.
Strategic Asset Allocation
