MLC Wholesale Horizon 4 Balanced Portfolio
AU60MLC02605 · AUD
▲ +2.7%
6M return
← Edit selection
Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
MLC Index Plus Conservative
AU60MLC78498 · AUD
▲ +7.3%
6M return
Performance, starting at 100
GBP total return, daily prices to 21 Sep 2026. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
If you had invested £10,000
What it would have become over 6M, GBP.
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
No allocation data for these funds
Not available for: MLC Wholesale Horizon 4 Balanced Portfolio, MLC Index Plus Conservative.
Sector exposure
No allocation data for these funds
Not available for: MLC Wholesale Horizon 4 Balanced Portfolio, MLC Index Plus Conservative.
AI comparison
AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.
Side by side
Returns in GBP, month end. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
| Metric | MLC Wholesale Horizon 4 Balanced Portfolio | MLC Index Plus Conservative |
|---|---|---|
| 1 year returnHighest in bold | ▲ +16.0% | ▲ +11.7% |
| 3 year returnHighest in bold | ▲ +35.4% | ▲ +31.9% |
| 5 year returnHighest in bold | ▲ +30.5% | ▲ +29.4% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 3,288 representative funds | Q1 of 2,832 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £960.5M | £642.5M |
| Volatility, 1 year FE, as at 6 Jul 2026 | 7.5% | 6.2% |
| Sharpe ratio, 1 year FE, as at 6 Jul 2026 | 0.60 | 0.87 |
| Style | n/a | Passive |
| FE sector | GL Multi-Asset Global Aggressive | GL Multi-Asset Global Balanced |
| Share class | AUD | AUD |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.