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  • MLC Horizon 4 - In the leading pack

MLC Horizon 4 - In the leading pack

The severe ups and downs of the French Alps make the Tour de France one of the toughest races in the world. If you get through the rough terrain near the front, you've given yourself a real chance of success.

In the current financial landscape, which has its own set of challenges, the MLC Horizon 4 Balanced Portfolio* is in the leading pack. It's in the top peer quartile over 1 and 3 years and second quartile over 5 years.

And, while there's still some way to go before we see pleasing absolute returns, as you can see over the long term, MLC Horizon 4 has a history of delivering for investors.

For more information, please speak with your financial adviser or call us on 132 652 between 8am to 6pm AEST Monday to Friday.

 

2011 year to date performance, as at 30 September 2011
Source: MLC Investment Management.

* MLC Horizon 4 Balanced Portfolio Gold Star Superannuation after taking into account fees & tax. The peer group is MLC Superannuation Balanced Universe based on annualised performance. Data source is Morningstar Direct, as at 30 September 2011.

Important information

This information has been provided by MLC Investments, ABN 30 002 641 661 a member of the National Australia Bank group of companies, 105-153 Miller Street, North Sydney 2060.

Any opinions expressed in this communication constitute our judgement at the time of issue and are subject to change. We believe that the information contained in this communication is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time of compilation. However, no warranty is made as to their accuracy or reliability (which may change without notice) or other information contained in this communication.

This communication contains general information and may constitute general advice. Any advice in this communication has been prepared without taking account of individual objectives, financial situation or needs. It should not be relied upon as a substitute for financial or other specialist advice. Before making any decisions on the basis of this communication, you should consider the appropriateness of its content having regard to your particular investment objectives, financial situation or individual needs.

You should obtain a Product Disclosure Statement or other disclosure document relating to any financial product issued by MLC Investments Limited (ABN 30 002 641 661) and MLC Nominees Pty Ltd (ABN 93 002 814 959) as trustee of The Universal Super Scheme (ABN 44 928 361 101), and consider it before making any decision about whether to acquire or continue to hold the product. A copy of the Product Disclosure Statement or other disclosure document is available upon request by phoning the MLC call centre on 132 652 or on our website at mlc.com.au

.

An investment in any product offered by a member company of the National Australia Bank group of companies does not represent a deposit with or a liability of the National Australia Bank Limited ABN 12 004 044 937 or other member company of the National Australia Bank group and is subject to investment risk including possible delays in repayment and loss or income and capital invested. None of the National Australia Bank Limited, MLC Limited, MLC Investments Limited or other member company in the National Australia Bank group of companies guarantees the capital value, payment of income or performance of any financial product referred to in this publication.

Past performance is not indicative of future performance. The value of an investment may rise or fall with the changes in the market.

 


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