Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 4 - Balanced Portfolio | 1.69% | 6.59% | 6.72% |
| Median | 2% | 6.6% | 6.7% |
| MLC MK Super Fundamentals - Horizon 4 - Balanced Portfolio VS Median | -0.31% | -0.01% | 0.02% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 4 - Balanced Portfolio | 78 | 1.53% | $843 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 24% | |
| 2 | International Shares | 27% | |
| 3 | Fixed Interest | 25% | |
| 4 | Alternative | 19% | |
| 5 | Property | 4% | |
| 6 | Cash | 1% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 5 - Growth Portfolio | 2.56% | 7.7% | 7.67% |
| Median | 2.2% | 7.8% | 7.8% |
| MLC MK Super Fundamentals - Horizon 5 - Growth Portfolio VS Median | 0.36% | -0.1% | -0.13% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 5 - Growth Portfolio | 78 | 1.55% | $853 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 30% | |
| 2 | International Shares | 34% | |
| 3 | Fixed Interest | 14% | |
| 4 | Alternative | 18% | |
| 5 | Property | 4% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 2 - Capital Stable Portfolio | -0.61% | 2.86% | 3.24% |
| Median | 0.1% | 2.9% | 3.7% |
| MLC MK Super Fundamentals - Horizon 2 - Capital Stable Portfolio VS Median | -0.71% | -0.04% | -0.46% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 2 - Capital Stable Portfolio | 78 | 1.16% | $658 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 10% | |
| 2 | International Shares | 13% | |
| 3 | Fixed Interest | 51% | |
| 4 | Alternative | 15% | |
| 5 | Property | 1% | |
| 6 | Cash | 10% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 3 - Conservative Growth Portfolio | 0.6% | 4.65% | 4.92% |
| Median | 1.1% | 4.7% | 5% |
| MLC MK Super Fundamentals - Horizon 3 - Conservative Growth Portfolio VS Median | -0.5% | -0.05% | -0.08% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| MLC MK Super Fundamentals - Horizon 3 - Conservative Growth Portfolio | 78 | 1.32% | $738 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 17% | |
| 2 | International Shares | 19% | |
| 3 | Fixed Interest | 41% | |
| 4 | Alternative | 17% | |
| 5 | Property | 3% | |
| 6 | Cash | 3% |
Investment Rating
Morningstar
'Top 10.0%'
4/5
Insurance Rating
0
/100
OmniLife
MLC Masterkey Super Fundamentals has received a 72/100 insurance rating by Omnilife. To compare insurers that can be funded through super please click below.
Fund Information
ABN: 70 732 426 024
USI: 70732426024101
Address: PO Box 200, North Sydney, NSW 2059
MLC Super Reviews
About
MLC Masterkey Super Fundamentals is a retail super fund.
MLC Masterkey Super Fundamentals Investment Options
MLC Masterkey Super Fundamentals has 13 ‘multi-asset’ investment options, 8 ‘asset class’ options, 2 ‘Cash and term deposit’ options, and 22 investment options which are not MLC portfolios.
MLC Masterkey Super Fundamentals Performance
MLC MasterKey Super Fundametals's MLC MK Super Fundamentals - Horizon 4 - Balanced Portfolio investment option under performed the median over 1 year, under performed over 3 years and outperformed over 5 years. Check out our more in depth analysis of MLC MasterKey Super Fundametals Performance
MLC Masterkey Super Fundamentals Fees
MLC MasterKey Super Fundametals's fees for their MLC MK Super Fundamentals - Horizon 4 - Balanced Portfolio investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
MLC Masterkey Super Fundamentals Performance
MLC MasterKey Super Fundametals's MLC MK Super Fundamentals - Horizon 5 - Growth Portfolio investment option outperformed the median over 1 year, under performed over 3 years and under performed over 5 years. Check out our more in depth analysis of MLC MasterKey Super Fundametals Performance
MLC Masterkey Super Fundamentals Fees
MLC MasterKey Super Fundametals's fees for their MLC MK Super Fundamentals - Horizon 5 - Growth Portfolio investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
MLC Masterkey Super Fundamentals Performance
MLC MasterKey Super Fundametals's MLC MK Super Fundamentals - Horizon 2 - Capital Stable Portfolio investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years. Check out our more in depth analysis of MLC MasterKey Super Fundametals Performance
MLC Masterkey Super Fundamentals Fees
MLC MasterKey Super Fundametals's fees for their MLC MK Super Fundamentals - Horizon 2 - Capital Stable Portfolio investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
MLC Masterkey Super Fundamentals Performance
MLC MasterKey Super Fundametals's MLC MK Super Fundamentals - Horizon 3 - Conservative Growth Portfolio investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years. Check out our more in depth analysis of MLC MasterKey Super Fundametals Performance
MLC Masterkey Super Fundamentals Fees
MLC MasterKey Super Fundametals's fees for their MLC MK Super Fundamentals - Horizon 3 - Conservative Growth Portfolio investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
Insurance
MLC Masterkey Super Fundamentals offers death and TPD insurance cover to their members.
Whilst most members are offered default Death and Total and permanent Disablement Cover, they can also apply for Income Protection Cover.
Additional cover is available with the following limits:
Death – no maximum
TPD – $5 million
Income protection – up to $30,000 per month.
Insurance is provided by MLC Limited. You can compare the wider market and have the premiums paid via your super. Compare insurers here.
Frequently Asked Questions
Yes, it is an APRA fund.
No, it is a retail fund.
Just turned 60, been in the fund for over 10 years, been a good fund.