Latest News on Product Disclosure Statements

We've updated some information in the PDS' of the following funds:

Reduction in MLC wholesale fees, buy/sell spreads and asset allocation changes
The PDS and Product Guide for the MLC Wholesale Investment Trust were updated on 1 October 2018. Management fees and buy/sell spreads were reduced and there have been changes to asset allocations. Full details

AMIT regime - MLC Investment Trusts

AMIT regime - MLC Wholesale Index Plus

AMIT regime - MLC Wholesale Inflation Plus - Assertive Portfolio

MLC Wholesale Inflation Plus Assertive - Gearing update (PDF, 91KB)

MLC Wholesale Inflation Plus Assertive Portfolio - Latest Annual Hedge Fund Report (PDF, 111KB)

MLC Wholesale Inflation Plus Assertive Portfolio - Key personnel and managers of substantial allocations (PDF, 65KB)

MLC Wholesale Inflation Plus Portfolios – mFund Report (PDF, 65KB)