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The portfolio aims to provide a return higher than its benchmark (before fees and tax) over five-year periods, while managing risk.

The portfolio invests in growth assets and may have minimal exposure to defensive assets through its alternative investments. 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 growth asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

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 growth assets, primarily shares
  • want to rely largely on the market for returns
  • want long-term capital growth, and
  • understand that there can be very large fluctuations in the value of your investment.

Investment objective

The portfolio aims to provide a return higher than its benchmark (before fees and tax) over 5 year periods.

It aims to achieve this return while keeping volatility (movements up and down in value) at levels similar to the benchmark.

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

6 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 6 Share 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: