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MLC MKey Super Hedged Global Share Fund

Fund manager MLC Limited
APIR code MLC0832AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstar
Platform name MLC Masterkey Superannuation
Product Disclosure Statement
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Fund Facts
Legal structure Superannuation Fund
Fund inception date 22 Jun 2007
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 companies listed (or expected to be listed) on share markets anywhere around the world, and is typically diversified across major listed industry groups.
Fund size $3.84 million (as at 31 Dec 2011 )
Entry price $7.9680 (as at 08 Feb 2012)
Exit price $7.9521 (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 4.63% 1.39% -3.08% 11.88% N/A -6.48%
Growth return 4.63% 1.39% -3.08% 11.88% N/A -6.48%
Income return 0.00% 0.00% 0.00% 0.00% N/A 0.00%
Peer group rank/group size 13 (42) 41 (42) 22 (42) 26 (36) N/A N/A
Morningstar peer group return 4.42% 3.81% -2.73% 11.26% -3.03% N/A
Market return 4.55% 4.62% 0.20% 16.86% -1.38% 1.11%
Asset Allocation (as at 31/12/2011)
Class
% held
Australian Shares
1.26%
International Shares
91.57%
Cash
2.55%
Listed Property
0.01%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
4.62%
Total
100.00%
Top 10 Holdings (as at 30/09/2011)
Holding
% held
National Australia Bank Limited ADR
3.54%
Nestle SA
2.16%
Google Inc.
1.63%
Apple Inc.
1.43%
British American Tobacco PLC
1.27%
Wal-Mart Stores Inc
1.16%
Canon Inc.
1.12%
Standard Chartered PLC
1.10%
Roche Holding AG
1.04%
Schlumberger NV
1.01%
Investment Details
Initial investment $0.00
Additional investment $0.00
Redemption amount N/A
Regular savings plan No
Standard entry fee N/A
2020 entry fee 0.00%
Standard exit fee 0.00%
2020 exit fee 0.00%
ICR pa (31/07/2011) 0.74%
Performance fee N/A
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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.

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