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This fund aims to outperform the composite benchmark of 50% Bloomberg AusBond Composite 0+ Yr Index and 50% Bloomberg Barclays Global Aggregate Total Return Index (hedged into Australian dollars), before fees and tax, over 3 year periods by using investment managers who invest and diversify across different types of fixed income securities in Australia and around the world. The securities are predominantly investment grade and typically longer dated.

At a glance

Suited to

Investors wanting an actively managed, defensive portfolio that's diversified across investment managers, countries, bond sectors and securities.

Minimum suggested time to invest

3 to 5 years

Market Benchmark

50% Bloomberg Ausbond Composite 0+ Yr Index (previously called the UBS Composite Bond Index (All Maturities)) & 50% Barclays Capital Global Aggregate Bond Index (hedged into Australian dollars) over rolling four year periods.

Target asset allocation

48% Australian fixed income

52% global fixed income

How to invest

Invest through a platform - Super or pension

MLC MasterKey Super and Pension Fundamentals
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MLC MasterKey Business Super
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MLC Wrap Super Series 2
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MLC Navigator Retirement Plan Series
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Invest through a platform - Investment outside super or pension

MLC MasterKey Investment Service Fundamentals
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MLC Wrap Investment Series 2
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MLC Navigator Investment Series 2
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Invest direct $500,000 minimum investment

MLC Wholesale Diversified Debt Fund
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MLC MasterKey Super and Pension Fundamentals
Download PDS

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