MLC Real Return Assertive B

MLC0668AU

MLC Real Return Assertive B MLC0668AU 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

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,922.7011.800.13%
CAC 408,065.02121.91-1.49%
DAX 4025,304.06412.65-1.60%
Dow JONES (US)51,572.51205.53-0.40%
FTSE 10010,659.13157.01-1.45%
HKSE24,750.78146.490.60%
NASDAQ26,396.3021.99-0.08%
Nikkei 22565,018.95882.701.38%
NZX 50 Index13,739.1417.45-0.13%
S&P 5007,623.8113.95-0.18%
S&P/ASX 2008,731.201.20-0.01%
SSE Composite Index3,911.8736.270.94%

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