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  • MLC LTAR Portfolio

MLC Long-Term Absolute Return portfolio

MLC Long-Term Absolute Return Portfolio is a multi-sector, multi-manager portfolio, adopting a true long-term investment horizon.

How the MLC Long-Term Absolute Return Portfolio

The MLC Long-Term Absolute Return portfolio:

  • uses strategies not available to traditional portfolios like accessing many sources of returns in addition to share markets, gearing and applying a strategic overlay to manage risk and opportunity.
  • is designed to access a wider range of asset classes and not rely on equity markets.
  • Aims to maximise its return (above inflation, and after deducting investment fees and superannuation tax) over rolling 20 year periods, while ensuring a high likelihood of it being positive over that time-frame.
  • MLC Long-Term Absolute Return Portfolio Brochure (PDF, 0.99MB)

Ratings and Awards

The MLC Long-Term Absolute Return portfolio is rated by leading research houses:

Fund Chant West S&P* ThreeSixty
MLC Long-Term Absolute Return Portfolio Not rated. Approved

Fund Snapshots

Superannuation
View the Superannuation Fund Snapshot

Wholesale
View the Wholesale Snapshot

How to invest in the MLC Long-Term Absolute Return Portfolio
Product Disclosure Statements

Super and
Retirement Income
MLC MasterKey Super and Pension (PDF, 2.10MB)

MLC MasterKey Super and Pension Fundamentals(PDF, 2.08MB)

Ordinary Money MLC MasterKey Investment Service (PDF, 1.19MB)

MLC MasterKey Investment Service Fundamentals (PDF, 1.25MB)

Wholesale
(MasterKey Custom &
other platforms)
MLC Long-Term Absolute Return portfolio (PDF, 454KB)

*To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.fundsinsights.com. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. © 2010 Standard & Poor’s Information Services (Australia) Pty Limited.

 


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