The MLC Horizon trusts are a range of actively managed funds, aimed to deliver returns that meet the trusts' investment objectives, while managing risk.
Each trust has a different allocation of growth and defensive assets, which are expected to deliver different levels of returns, while exposed to different levels of volatility. These trusts are managed within defined ranges so investors always know where their money is invested.
- Broad range of trusts: investors can select the trust with the right mix of growth and defensive assets for their investment needs
- Defined asset allocation: growth and defensive assets are actively managed within a defined range, meaning investors will always know where their money is invested.
- Experience and track record: the trusts are designed and managed using MLC’s market-leading investment approach, leveraging MLC’s experience in helping investors achieve their financial goals
- Risk-management focus: risk is actively-managed using MLC’s unique forward-looking investment approach
- Multi-manager approach: MLC use many specialist investment managers from around the world to identify some of the best investment opportunities so investors can be confident their money is in good hands and access a diversified range of investment thinking
- Extensive diversification: the trusts have been diversified across a number of different asset classes including shares, fixed income, property, infrastructure, as well as exposure to alternative assets and other strategies (such as private equity) so investors are well diversified aiming to minimise risk, and could use the trust as their whole portfolio
How to invest
You can invest through , opens in new wiMLC MasterKey Investment Service Fundamentals, opens in new windowor invest directly* if you are a wholesale investor. Please contact our client services team to request an application form on 1300 738 355.
*minimum investment and holding amounts may apply, refer to the relevant Product Disclosure Statement for more information.
Invest through a platform – investing outside a super or pension account