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MLC MKey Super - Global Share Growth Style Fund

Fund manager MLC Limited
APIR code MLC0684AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstarstarstar
Platform name MLC Masterkey Superannuation
Product Disclosure Statement
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Fund Facts
Legal structure Superannuation Fund
Fund inception date 04 Dec 2006
Fund objective Aims to provide long - term growth from an actively managed share portfolio selected from share markets around the world with a bias towards a growth style of investing.
Fund strategy The fund invests primarily in companies listed on share markets anywhere around the world. The fund aims to invest in share markets made up of 51.9% USA / Canada, 28.6% Other Europe, 4.2% Japan, 4.8% UK, 2.6% Other Markets, 2.9% Germany, 2.3 % Other Asia fund 2.7 % into cash and short term securities
Fund size $1.99 million (as at 31 Dec 2011 )
Entry price $9.8147 (as at 08 Feb 2012)
Exit price $9.7902 (as at 08 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) N/A
Distribution as at date N/A
Fund Performance (as at 31/01/2012)
* returns greater than 1 year are annualised
1 month 3 months 1 year 3 yrs pa* 5 yrs pa* Since inception pa*
Total return 1.58% 0.45% -4.97% 4.34% -6.36% -5.30%
Growth return 1.58% 0.45% -4.97% 4.34% -6.36% -5.30%
Income return 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Peer group rank/group size 50 (99) 85 (99) 21 (97) 1 (79) 42 (69) N/A
Morningstar peer group return 1.68% 1.40% -6.90% -1.44% -6.73% N/A
Market return 1.17% 2.32% -9.08% -2.26% -7.86% 8.62%
Asset Allocation (as at 31/12/2011)
Class
% held
Australian Shares
2.29%
International Shares
91.06%
Cash
2.97%
Listed Property
0.00%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
3.68%
Total
100.00%
Top 10 Holdings (as at 30/09/2011)
Holding
% held
National Australia Bank Limited
3.30%
Google Inc.
2.52%
Schlumberger NV
2.31%
Apple Inc.
2.17%
Li & Fung Ltd.
2.04%
Amazon.com Inc
1.97%
Fanuc Corp
1.63%
Visa Inc.
1.60%
Nike Inc. B
1.52%
Naspers Ltd
1.52%
Investment Details
Initial investment $0.00
Additional investment N/A
Redemption amount N/A
Regular savings plan No
Standard entry fee 5.00%
2020 entry fee 0.00%
Standard exit fee 0.00%
2020 exit fee 0.00%
ICR pa (31/07/2011) 0.67%
Performance fee N/A
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QuestionMark How to invest
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Fee Disclosure
2020 DIRECTINVEST may receive a trailing commission ranging from 0.2% - 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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