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
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,030.90 | 39.90 | -0.44% |
| CAC 40 | 7,849.96 | 62.98 | 0.81% |
| DAX 40 | 23,585.48 | 226.30 | 0.97% |
| Dow JONES (US) | 46,018.32 | 260.42 | 0.57% |
| FTSE 100 | 9,220.74 | 12.37 | 0.13% |
| HKSE | 26,544.85 | 363.54 | -1.35% |
| NASDAQ | 22,261.33 | 72.63 | -0.33% |
| Nikkei 225 | 45,303.43 | 513.05 | 1.15% |
| NZX 50 Index | 13,120.03 | 108.35 | -0.82% |
| S&P 500 | 6,600.35 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,745.20 | 47.70 | -0.54% |
| SSE Composite Index | 3,831.66 | 44.68 | -1.15% |