MLC MKBS - MLC Low Cost Growth
MLC0869AU
MLC MKBS - MLC Low Cost Growth MLC0869AU Strategy
The portfolio invests primarily in growth assets with a small exposure to defensive assets. The allocations to these assets are actively managed within defined ranges, in accordance with MLC’s changing view of potential risks and opportunities in investment markets.
The portfolio is broadly diversified across mainstream asset classes. It uses mainly passive investment managers for growth assets and active managers for defensive assets. These managers invest in many companies and securities in Australia and overseas.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,683.40 | 50.00 | 0.58% |
| CAC 40 | 7,879.93 | 26.47 | -0.33% |
| DAX 40 | 21,552.15 | 46.45 | 0.22% |
| Dow JONES (US) | 44,623.59 | 67.55 | 0.15% |
| FTSE 100 | 8,617.15 | 46.38 | 0.54% |
| HKSE | 20,597.09 | 192.87 | -0.93% |
| NASDAQ | 19,590.68 | 63.34 | -0.32% |
| Nikkei 225 | 38,831.48 | 33.11 | 0.09% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,034.08 | 3.80 | -0.06% |
| S&P/ASX 200 | 8,416.90 | 42.90 | 0.51% |
| SSE Composite Index | 3,229.49 | 21.11 | -0.65% |