MLC MKBS - MLC Low Cost Balanced
MLC0870AU
MLC MKBS - MLC Low Cost Balanced MLC0870AU Strategy
The portfolio has a strong bias to growth assets and some exposure to defensive assets. The allocations to these assets are actively managed within defined ranges, in accordance with MLC's changing view of potential risks and opportunities in investment markets.
The portfolio is broadly diversified across mainstream asset classes. It uses mainly passive investment managers for growth assets and active managers for defensive assets. These managers invest in many companies and securities in Australia and overseas.
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
Australia Quarterly Economic Briefing June 2024
A few dominant forces are driving market sentiment.
funds
Listed Investment Companies monthly performance: July 2024
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
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,456.80 | 39.80 | 0.47% |
| CAC 40 | 7,615.41 | 170.51 | 2.29% |
| DAX 40 | 19,002.38 | 290.89 | 1.55% |
| Dow JONES (US) | 42,025.19 | 522.09 | 1.26% |
| FTSE 100 | 8,328.72 | 75.04 | 0.91% |
| HKSE | 18,067.07 | 53.91 | 0.30% |
| NASDAQ | 18,013.98 | 440.68 | 2.51% |
| Nikkei 225 | 37,893.53 | 738.20 | 1.99% |
| NZX 50 Index | 12,599.38 | 65.62 | -0.52% |
| S&P 500 | 5,713.64 | 95.38 | 1.70% |
| S&P/ASX 200 | 8,228.00 | 36.10 | 0.44% |
| SSE Composite Index | 2,734.23 | 1.79 | -0.07% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Core Lithium Ltd CXO | 0.10 | 0.00 | 0.00% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | -7.14% |
| Tabcorp Holdings Ltd TAH | 0.45 | 0.02 | 3.49% |
| Imugene Ltd IMU | 0.05 | 0.00 | 0.00% |
| Appen Ltd APX | 1.85 | 0.06 | 3.06% |
| Pilbara Minerals Ltd PLS | 2.83 | 0.05 | -1.74% |
| Australian Vanadium Ltd AVL | 0.01 | 0.00 | -3.33% |
| Mirvac Group MGR | 2.30 | 0.02 | 0.66% |
| Ioneer Ltd INR | 0.20 | 0.02 | 9.46% |
| Zip Co Ltd ZIP | 2.71 | 0.11 | 4.23% |