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Financial Newswire recognises the strong performance of MLC Horizon 7 and other MLC funds

Financial Newswire recognises the strong performance of MLC Horizon 7 and other MLC funds

September 2023,  5 min read

MLC Wholesale Horizon 7 Accelerated Growth Portfolio (MLC Horizon 7) has taken out the award for Best Multi-sector growth fund at the recent 2023 Financial Newswire Fund Manager of the Year Awards. We also received a ‘Highly Commended’ result for Antares Blue Chip Top 20 – SMA for the Australian Equities SMA category and the Specialist Diversified Fixed Interest Fund was also ‘Highly Commended’ in the Global Fixed Income Fund category.

The Financial Newswire fund manager of the year awards take a wholly objective approach by partnering with SQM Research who assess which fund managers have regularly outperformed their peers by evaluating the manager’s ability to consistently beat their benchmarks, create risk-adjusted alpha, and deliver outperformance in both rising and falling markets.

MLC Horizon 7 is focused on providing above-benchmark returns through an actively managed, extensively diversified geared portfolio. The overweight to unhedged global shares and active management of Australian and global shares has seen the fund achieve strong long-term gross returns of 10.0% pa over the 5 years to 30 June 2023, and 9.5% pa over the 15 years to 30 June 2023.

MLC Horizon 7 will soon be renamed ‘MLC MultiActive Geared’, playing a key role in our MultiActive suite, part of the enhanced investment offer* that has been developed after deep consideration of the best ideas in the combined investment team. Our offer has evolved to allow for greater investment focus and consistency across our range of contemporary, high conviction, best-in-class, investment strategies. You can find out more here.

Speaking to the recognition Chief Investment Officer Dan Farmer stated “‘We’re incredibly proud to see these funds recognised by Financial Newswire, and that our active positioning has delivered real risk-adjusted returns for our clients through challenging markets”.

These award results are another great achievement for the unified investment team and testament to their extensive experience in the multi-manager approach, strong and collaborative team culture, great thinking and total dedication to helping Australians secure their financial wellbeing.

More information

MLC Horizon 7 is part of the premium range of fully-active multi-manager funds, for those clients that would like access to a range of investment managers and styles, and asset classes, and is available on the full service Expand Extra platform and MLC Wrap and Navigator amongst other leading external platforms.
To find out more about MLC Asset Management’s leading investment solutions please speak with Advisory Solutions.

* changes to take effect 30 November 2023, subject to final implementation approval


Important information:

This communication is issued by MLC Investments Limited ABN 30 002 641 661 AFSL 230705 (MLCI) in its capacity as responsible entity of MLC Wholesale Horizon 7 Accelerated Growth Portfolio, IOOF Investment Services Ltd ABN 80 007 350 405 AFSL 230703 (IISL) in its capacity as responsible entity of the Specialist Diversified Fixed Interest Fund and Navigator Australia Limited ABN 45 006 302 987 AFSL 236466 (NAL) as responsible entity of the Integrated Separately Managed Account (SMA), through which the Antares Blue Chip Top 20 Model Portfolio is available.

Expand Essential Super, Expand Essential Pension, Expand Extra Super and Expand Extra Pension are issued by IOOF Investment Management Limited ABN 53 006 695 021 AFSL No. 230524 (IIML) as trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. Expand Essential Investment and Expand Extra Investment are issued by the Service Operator, NAL.

MLC Wrap Super Series 2 and MLC Navigator Retirement Plan Series 2 are issued by NULIS Nominees (Australia) Limited, ABN 80 008 515 633, AFSL 236465 (NULIS) as trustee of the MLC Superannuation Fund, ABN 40 022 701 955. MLC Wrap Investments Series 2 is issued by the Service Operator, NAL.

Each of the above entities are part of the Insignia Financial Group of companies, consisting of Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Group).

The information provided in this communication is of a general nature only and does not take into account any particular investor’s personal circumstances. Accordingly, reliance should not be placed by anyone on the information in this communication as the basis for making any investment decision. Before acting on the information, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs. You should also consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD), available from the applicable product issuer’s website, before deciding to acquire or hold an interest in a financial product issued by an entity within the Insignia Group.

Past performance is not a reliable indicator of future performance. The value of an investment may rise or fall with the changes in the market. Actual returns may vary from any target return described and there is a risk that the investment may achieve lower than expected returns.

No company in the Insignia Group guarantees the repayment of capital, the performance of, or any rate of return of an investment. Any investment is subject to investment risk, including possibly delays in repayment and loss of income and principal invested.

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