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The portfolio has a focus on preserving capital, while aiming to provide a return higher than its benchmark (before fees and tax) over two-year periods. Returns are also expected to be higher than cash investments.

The portfolio is broadly diversified across different types of fixed income securities and investment managers in Australia and around the world.

You can use the portfolio for your whole portfolio or add it to other investments.

At a glance

Suited to

Investors who:

  • want a portfolio that invests in defensive assets, and
  • consider preserving their investment important.

Investment objective

The portfolio aims to provide a return higher than its benchmark (before fees and tax) over 2 year periods. The return is also expected to be higher than cash investments. At the same time, the portfolio aims to preserve your investment over 1 year periods.

Market Benchmark

A combination of market indices, weighted according to the asset allocation. See details of the portfolio's benchmark for a super or pension investment or for an investment outside super or pension.

Minimum suggested time to invest

2 years

How to invest

Invest through a platform - Super or pension

MLC MasterKey Super and Pension Fundamentals
Download PDS

MLC MasterKey Business Super
Download PDS

MLC Wrap Super Series 2
Download PDS

MLC Navigator Retirement Plan Series 2
Download PDS
Invest through a platform - Investment outside super or pension

MLC MasterKey Investment Service Fundamentals
Download PDS

MLC Wrap Investment Series 2
Download PDS

MLC Navigator Investment Series 2
Download PDS
   
Invest direct $500,000 minimum investment

MLC Wholesale Horizon 1 Bond Portfolio
Download PDS
   
MLC MasterKey Super and Pension Fundamentals
Download PDS

Do you have any questions about Investments?

Here are some of the more common questions we get asked: