Investment Opportunities > Superannuation > Find a Fund > MLC MKey Super - Property Securities Fund Print this page

MLC MKey Super - Property Securities Fund

Fund manager MLC Limited
APIR code MLC0698AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstarstarstar
Platform name MLC Masterkey Superannuation
Product Disclosure Statement
Request product disclosure statement
MLC Image
Fund Facts
Legal structure Superannuation Fund
Fund inception date 04 Dec 2006
Fund objective The fund is designed to be a complete portfolio for the respective asset class, and aims to deliver growth by using investment managers who invest and diversify across many companies and securities within that asset class.
Fund strategy The fund invests primarily in Australian property securities, including listed Real Estate Investment Trusts and companies across most major listed property sectors. It doesn't normally invest in direct property, but may have some exposure to property securities listed outside of Australia from time to time.
Fund size $29.54 million (as at 31 Dec 2011 )
Entry price $37.0195 (as at 08 Feb 2012)
Exit price $36.8534 (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 5.23% 5.03% -0.96% 6.47% -12.55% -10.55%
Growth return 5.23% 5.03% -0.96% 6.47% -12.55% -10.55%
Income return 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Peer group rank/group size 19 (158) 54 (158) 93 (158) 59 (142) 36 (136) N/A
Morningstar peer group return 4.54% 4.69% -0.83% 6.21% -13.92% N/A
Market return 5.41% 5.33% 1.41% 7.33% -14.40% 9.80%
Asset Allocation (as at 31/12/2011)
Class
% held
Australian Shares
1.24%
International Shares
1.01%
Cash
2.26%
Listed Property
92.40%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
3.09%
Total
100.00%
Top 10 Holdings (as at 30/09/2011)
Holding
% held
Westfield Group
38.79%
Stockland
11.40%
GPT Group
9.64%
Dexus Property Group
7.66%
Goodman Group
6.72%
Mirvac Group
5.89%
CFS Retail Property Trust
4.14%
Investa Office Fund
3.58%
Charter Hall Grp
3.43%
Commonwealth Property Office Fund
2.24%
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) 0.64%
Performance fee N/A
Download product disclosure statement
Request product disclosure statement
QuestionMark How to invest
QuestionMark How the rebate works
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.

Disclaimers and other important information

Fund data and ratings supplied by: 
Ratings supplied by:
Disclaimer     Disclaimer
  MEMBER LOGIN
  REGISTER NOW
Superannuation
Find a Fund
Order a PDS
Top 20 Performing Funds
Re-rated Funds
Master Trusts
DIY Super