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Key differences

MLC Horizon 3 - Conservative Growth Portfolio

MLC Conservative Balanced

A diversified portfolio that has a balanced weighting towards the more traditionally stable, defensive asset classes of cash and fixed income, and those assets that tend to provide higher levels of long-term growth (eg shares).

MLC Horizon 3 - Conservative Growth Portfolio comparison guide (PDF – 127KB)

Macquarie Income Opportunities Fund^†

MLC Fixed Interest

This option is diversified across different types of fixed income securities in Australia and globally.

Macquarie Income Opportunities Fund comparison guide (PDF – 134KB)

PIMCO Diversified Fixed Interest Fund comparison guide (PDF – 134KB)

PIMCO Global Bond Fund comparison guide (PDF – 134KB)

Vanguard^® International Fixed Interest Index Fund (Hedged)

Please note that this option is already closed to new investors.

Perpetual Wholesale Smaller Companies Fund No.2

MLC Australian Shares

This option 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.

Perpetual Wholesale Smaller Companies Fund No.2 comparison guide (PDF – 135KB)

Perennial Value Shares Wholesale Trust

Please note that this option is already closed to new investors.

MLC Global Share Fund

MLC International Shares

This option invests primarily in companies listed (or expected to be listed) on share markets anywhere around the world.

MLC Global Share Fund comparison guide (PDF – 126KB)

PM Capital Global Companies Fund

PM Capital Global Companies Fund comparison guide (PDF – 135KB)

MLC Inflation Plus - Conservative Portfolio

MLC Flexible Moderate

This option has a diversified and flexible asset allocation, which is actively managed. The option has the flexibility not to invest in an asset class if that would cause too much risk of a negative return over 5 years.

MLC Inflation Plus - Conservative Portfolio comparison guide (PDF – 140KB)

BlackRock Global Allocation Fund^{^†}

MLC Flexible Assertive

This option has a diversified and  flexible asset allocation, which is actively managed. The option has the flexibility not to invest in an asset class if that would cause too much risk of a negative return over 7 years.

BlackRock Global Allocation Fund comparison guide (PDF – 139KB)

Perpetual Wholesale Ethical SRI Fund

MLC Socially Responsible Growth

A diversified portfolio that's designed to provide enhanced Environmental, Social, and Governance (ESG) investment considerations.

Vanguard^® International Shares Index Fund (Hedged)^†

MLC International Shares Index (Hedged)

This option 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, while being hedged to the Australian dollar.

MLC Hedged Global Share Fund^†

MLC Hedged Global Share Fund comparison guide (PDF – 51KB)

Vanguard® International Shares Index Fund

MLC International Shares Index

This option 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 it isn’t hedged to the Australian dollar.

MLC Property Securities Fund^†

MLC Australian Property Index

This option provides a low-cost way to invest in property securities listed on the Australian Securities Exchange.

MLC Property Securities Fund comparison guide (PDF – 130KB)