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

Listed Investment Companies monthly performance: November 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).
funds

What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
funds

AFIC on the speculative ASX boom, opportunities, and LIC discounts

AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,096.2077.600.86%
CAC 408,108.8212.25-0.15%
DAX 4024,322.6938.720.16%
Dow JONES (US)48,355.347.34-0.02%
FTSE 1009,889.9323.960.24%
HKSE25,774.1427.63-0.11%
NASDAQ23,406.4622.37-0.10%
Nikkei 22550,412.8710.480.02%
NZX 50 Index13,517.739.430.07%
S&P 5006,878.130.36-0.01%
S&P/ASX 2008,795.7078.800.90%
SSE Composite Index3,919.982.610.07%

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