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

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
funds

Listed Investment Companies monthly performance: December 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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,954.60104.20-1.15%
CAC 408,265.413.250.04%
DAX 4024,635.40144.340.59%
Dow JONES (US)49,709.54800.821.64%
FTSE 10010,354.5145.290.44%
HKSE26,559.95325.29-1.21%
NASDAQ22,722.14181.550.81%
Nikkei 22554,253.68435.640.81%
NZX 50 Index13,444.0223.27-0.17%
S&P 5006,869.7371.331.05%
S&P/ASX 2008,708.8096.70-1.10%
SSE Composite Index4,065.5810.33-0.25%

Market Movers