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If you're looking for a solution for your global shares allocations, our global share funds can provide the investment options you need. The investment managers primarily invest in companies listed on securities exchanges around the world.

 

MLC International Shares

The fund invests primarily in companies listed (or expected to be listed) on share markets anywhere around the world, and is typically diversified across major listed industry groups. Foreign currency exposures will generally not be hedged to the Australian dollar.

 

Objective: Outperform the Benchmark (after fees and before tax) over 10 years.

 

Risk level: Very High.

(estimate of 6 or more negative annual returns in any 20 year period)

 

100% Global shares.

 

Minimum time to invest: 10 years.

MLC International Shares Index

The fund provides exposure to many of the world's largest companies listed in major developed countries. It offers low-cost access to a broadly diversified range of securities that allows investors to participate in the long-term growth potential of international companies.

The fund is exposed to the fluctuating values of foreign currencies, as there will not be any hedging of foreign currencies to the Australian dollar.

 

Objective: Track the Benchmark (before fees and tax).

 

Risk level: Very High.

(estimate of 6 or more negative annual returns in any 20 year period)

 

100% International shares.

 

Minimum time to invest: 10 years.

MLC International Shares Index (hedged)

The fund provides exposure to many of the world's largest companies listed in major developed countries. It offers low-cost access to a broadly diversified range of securities that allows investors to participate in the long-term growth potential of international companies.

Foreign currency exposures will be substantially hedged to the Australian dollar.

 

Objective: Track the Benchmark (before fees and tax).

 

Risk level: Very High.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

100% International shares (hedged to A$).

 

Minimum time to invest: 10 years.

Altrinsic Global Equities Trust

Altrinsic believes it can take advantage of inefficiencies in the world's share markets by taking a long-term view and capitalising on the investment team's:

  • in-depth fundamental company analysis
  • global industry knowledge, and
  • distinctive cross-border perspectives to assess a company's intrinsic value. Altrinsic evaluates companies as if purchasing them outright with its own capital.

 

Objective: Deliver long-term capital growth and to outperform the Benchmark over rolling 5 year periods (before fees and tax).

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

50-100% Global developed markets shares / 0-30% Global emerging markets shares / 0-20% Cash and cash equivalents.

 

Minimum time to invest: 5 years.

Platinum Asia Fund

The fund primarily invests in the listed securities of Asian companies. Asian companies may list their securities on securities exchanges other than those in Asia and the fund may invest in those securities. The fund may invest in companies not listed in Asia but where their predominant business is conducted in Asia. The fund may invest in companies that benefit from exposure to the Asian economic region.

 

Objective: Provide capital growth over the long-term by investing in undervalued companies in the Asian region excluding Japan.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

0-100% International equities / 0-100% Cash and cash equivalents.

 

Minimum time to invest: 5 or more years.

Platinum International Fund

The fund primarily invests in listed securities. The portfolio will ideally consist of 70 to 140 securities that Platinum believes to be undervalued by the market.

 

Objective: Provide capital growth over the long-term by investing in undervalued companies around the world.

 

Risk level: High.

(estimate of 4 to 6 negative annual returns in any 20 year period)

 

0-100% International equities / 0-100% Cash and cash equivalents.

 

Minimum time to invest: 5 or more years.

MLC Platinum Global Fund (closed)

The fund primarily invests in listed securities. The fund will ideally consist of 100 to 200 securities that Platinum believes to be undervalues by the market.

 

Objective: Aims to provide capital growth over the long-term through undervalued listed (and unlisted) investments around the world.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

65-100% Global shares / 0-35% Cash

 

Minimum time to invest: 7 years.

Performance

For past performance information contact us on 133 652 

For profiles on all options, visit the Fund Profile Tool.

 

Fees and costs

For all investment fees and costs and transaction costs for each investment option, view the Product Disclosure Statement and Fee Brochure for your product:

•             MLC MasterKey Super & Pension Fundamentals PDS (PDF)

•             MLC MasterKey Business Super PDS (PDF)