XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
MLC MK Allocated Pension Horizon 6 Share Portfolio: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 3.6% |
| COMMONWEALTH BANK OF AUSTRALIA | 3.1% |
| NATIONAL AUSTRALIA BANK LIMITED | 1.5% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 1.4% |
| MICROSOFT CORPORATION | 1.4% |
| WESTPAC BANKING CORPORATION | 1.4% |
| NVIDIA CORPORATION | 1.3% |
| MACQUARIE GROUP LIMITED | 1.2% |
| APPLE INC. | 1.1% |
| CSL LIMITED | 1.1% |
Top sectors
- Overseas Listed Shares:76.4%
- Other (Not in Above):15.7%
- Australian Direct Property:4.6%
- Australian Fixed Interest:3.3%
Top countries
- Australian Listed Shares:43.6%
- Overseas Listed Shares:40.7%
- Other (Not in Above):15.7%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN