Build-your-own portfolio
Our cash and fixed interest options suit investors looking for a solution for the cash and/or fixed income allocation of their portfolio.
MLC Cash
The fund invests in deposits with banks and may also invest in other comparable high quality securities.
|
Objective: Outperform the Benchmark (after fees and before tax) over 1 year. |
|
Risk level: Very low. (estimate of less than 1 negative annual returns in any 20 year period) |
 |
|
|
100% Cash. |
|
Minimum time to invest: N/A. |
MLC Fixed Interest
The fund is diversified across different types of fixed income securities in Australia and globally.
|
Objective: Outperform the Benchmark (after fees and before tax) over 3 year periods. |
|
Risk level: Medium. (estimate of 2 to 3 negative annual returns in any 20 year period) |
 |
|
|
90% Fixed income – diversified 10% Fixed income – credit. |
|
Minimum time to invest: 3 years. |
MLC Australian Fixed Interest Index
The fund invests in high-quality, income-generating securities issued by the Commonwealth Government of Australia, Australian State Government authorities and treasury corporations, as well as investment-grade corporate issuers.
|
Objective: Aims to track the Benchmark (before fees and tax). |
|
Risk level: Medium. (estimate of 2 to 3 negative annual returns in any 20 year period) |
| |
|
|
100% Fixed income securities. |
|
Minimum time to invest: 3 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
Call us on 1300 55 7586 opens in new window|tel: 1300557586 Monday to Friday 8am-7pm AEST (8pm daylight savings time).
Request a call back opens in new window and we’ll be in touch.
