Ready-made portfolios

We recognise that more and more of our members want to align their investments with their personal beliefs, so we’ve designed the MLC Socially Responsible Growth investment option. Socially responsible investment is an investment approach that prioritises various moral or ethical issues and values over other information that may be relevant to investment outcomes.

MLC Socially Responsible Growth

A diversified portfolio which has negative screening applied to Australian shares, global shares and fixed income - diversified. Negative screening is generally not applied to fixed income - credit or cash but may be applied where possible.

For more detail on our approach to responsible investment and the implementation of the negative screening, please refer to the ‘Our approach to responsible investment’ section of the Product Disclosure Statement.

	Objective: Inflation + 3.5% pa (after fees and tax) over 10 years.
	Risk level: High. (estimate of 4 to 6 negative annual returns in any 20 year period)

	85% growth / 15% defensive.
	Minimum time to invest: 7 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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