MLC Wholesale Horizon 5 - Growth
MLC0265AU
MLC Wholesale Horizon 5 - Growth MLC0265AU Strategy
The portfolio primarily invests in growth assets, with a small exposure to defensive assets. 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 asset classes and investment managers from around the world. 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
funds
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.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
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 | 8,751.60 | 4.00 | 0.05% |
CAC 40 | 8,006.22 | 33.19 | 0.42% |
DAX 40 | 21,911.74 | 124.74 | 0.57% |
Dow JONES (US) | 44,470.41 | 167.01 | 0.38% |
FTSE 100 | 8,767.80 | 67.27 | 0.77% |
HKSE | 21,387.55 | 134.43 | -0.62% |
NASDAQ | 19,714.27 | 190.87 | 0.98% |
Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
NZX 50 Index | 12,917.45 | 41.10 | 0.32% |
S&P 500 | 6,066.44 | 40.45 | 0.67% |
S&P/ASX 200 | 8,484.00 | 1.20 | 0.01% |
SSE Composite Index | 3,314.32 | 7.85 | -0.24% |