MLC Wholesale IncomeBuilder
MLC0264AU
MLC Wholesale IncomeBuilder MLC0264AU Strategy
The Fund invests primarily in Australian companies that have the potential to provide future growth in dividends.
The Fund is expected to generate tax effective returns by:
- investing in companies expected to have high franking levels, and
- carefully managing the realisation of capital gains.
The Fund is expected to provide returns consistent with investing in a broad range of Australian companies.
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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Listed Investment Companies monthly performance: November 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).
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Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 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 | 8,600.50 | 57.60 | 0.67% |
| CAC 40 | 7,489.35 | 43.66 | 0.59% |
| DAX 40 | 20,340.57 | 124.38 | 0.62% |
| Dow JONES (US) | 42,528.36 | 178.20 | -0.42% |
| FTSE 100 | 8,245.28 | 4.38 | -0.05% |
| HKSE | 19,157.18 | 290.40 | -1.49% |
| NASDAQ | 19,489.68 | 375.30 | -1.89% |
| Nikkei 225 | 39,987.01 | 96.29 | -0.24% |
| NZX 50 Index | 13,043.11 | 1.05 | 0.01% |
| S&P 500 | 5,909.03 | 66.35 | -1.11% |
| S&P/ASX 200 | 8,351.50 | 66.40 | 0.80% |
| SSE Composite Index | 3,181.33 | 48.31 | -1.50% |