MLC Index Plus Balanced

MLC7387AU

MLC Index Plus Balanced MLC7387AU Strategy

To meet the Benchmark return while reducing the Trust’s exposure to market risks, our investment experts: Actively manage the Trust's exposure to return opportunities and risk by adjusting the allocations to the asset classes away from the strategic asset allocation, while aiming to remain within the defined ranges shown below. Research and select mostly mainstream asset classes, with some exposure to alternative assets and strategies.
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: March 2026

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

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
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Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

Morningstar Investment Ideas

Markets

Index
Last price
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All Ordinaries9,006.4019.00-0.21%
CAC 408,157.8269.50-0.84%
DAX 4024,128.9826.47-0.11%
Dow JONES (US)49,230.7179.61-0.16%
FTSE 10010,379.0877.93-0.75%
HKSE25,978.0762.870.24%
NASDAQ24,836.60398.101.63%
Nikkei 22559,716.18575.950.97%
NZX 50 Index12,874.949.99-0.08%
S&P 5007,165.0856.680.80%
S&P/ASX 2008,786.5012.10-0.14%
SSE Composite Index4,079.9013.35-0.33%

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