MLC MKBS - MLC Flexible Moderate

MLC0926AU

MLC MKBS - MLC Flexible Moderate MLC0926AU Strategy

Aiming for a particular return can help investors plan their future with more confidence. The MLC Inflation Plus portfolios don't rely just on the performance of markets to deliver returns. Instead, they're actively managed to aim for the above-inflation returns investors need, while limiting the risk of negative returns. Investing flexibly in a wide range of assets and strategies gives us many sources of return and ways to manage risk. Our portfolios also benefit from the insights of specialist investment managers from all over the world.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.
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Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,039.8082.70-0.91%
CAC 407,854.6136.390.47%
DAX 4023,674.53315.351.35%
Dow JONES (US)46,142.42124.100.27%
FTSE 1009,228.1132.450.35%
HKSE26,663.80225.290.85%
NASDAQ22,470.72209.400.94%
Nikkei 22545,321.95419.680.93%
NZX 50 Index13,120.03114.86-0.87%
S&P 5006,631.9631.610.48%
S&P/ASX 2008,754.8093.70-1.06%
SSE Composite Index3,864.8111.53-0.30%

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