Build-your-own portfolio

Our Australian share investment options suit investors looking for a solution for the Australian shares allocation of their portfolio. The investment managers invest in companies listed on the Australian Securities Exchange (and other regulated exchanges).

MLC Australian Shares

The fund invests primarily in companies listed (or expected to be listed) on the Australian Securities Exchange (and other regulated exchanges), and is typically diversified across major listed industry groups. It may have a small exposure to companies listed outside of Australia from time to time.

	Objective: Outperform the Benchmark (after fees and before tax) over 10 years.
	Risk level: High. (estimate of 6 or greater negative annual returns in any 20 year period)

	100% Australian shares.
	Minimum time to invest: 10 years.

MLC IncomeBuilder

The fund invests primarily in listed Australian companies that have the potential to provide future sustainable or growing dividends.

The fund is expected to generate tax-efficient returns by:

investing in companies expected to have high franking levels, and
carefully managing the realisation of capital gains, where possible.

The fund is expected to provide returns consistent with investing in a broad range of Australian companies.

	Objective: Provide a growing income stream (excluding capital gains) over 7-year periods.
	Risk level: High. (estimate of 6 or greater negative annual returns in any 20 year period)

	100% Australian shares.
	Minimum time to invest: 10 years.

MLC Australian Shares Index

The fund will hold most of the securities in the Benchmark, S&P/ASX300 Total Return Index, allowing for individual security weightings to vary marginally from the Benchmark. The fund is typically diversified across major listed industry groups.

	Objective: Track the Benchmark (before fees and tax).
	Risk level: High. (estimate of 6 or greater negative annual returns in any 20 year period)

	100% Australian shares.
	Minimum time to invest: 10 years.

Manage your investment options

You can find out information on the fees and performance of all investment options or change your investment selection by logging in to your account.

Important information

This information is provided on behalf of NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465 (NULIS) as trustee of the MLC Super Fund ABN 70 732 426 024. NULIS is part of the Insignia Financial group of companies comprising Insignia Financial Ltd (ABN 49 100 103 722) and its related bodies corporate (‘Insignia Financial Group’). The information in this communication is general in nature and does not take into account your objectives, financial situation or needs. Because of that, before acting on this information, you should consider its appropriateness, having regard to your objectives, financial situation and needs, plus consider the relevant Product Disclosure Statement (PDS). You can obtain a copy of the PDS (or other disclosure documents) and the Target Market Determination by searching the applicable product at plum.com.au or by calling us on 1300 55 7586. We recommend you obtain financial advice tailored to your own personal circumstances. Subject to super law, the final authority on any issue relating to your account is the Fund’s Trust Deed, and any applicable participation agreement and insurance policy, which govern your rights and obligations as a member. You can find more information on the MLC Super Fund, the Trustee and executive remuneration, and other Fund documents at mlc.com.au/yoursuperfund

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