MLC MasterKey Allocated Pension

One of the great advantages of MLC MasterKey is that you and your adviser can manage all of your investments - as well as implement a wide range of financial strategies - within one single portfolio. And this single, consolidated view can be rewarding, with management fee refunds based on your total investment. Plus, at the same time, MLC MasterKey gives you access to the expertise of some of the world's leading investment managers.

The MLC MasterKey Allocated Pension is a flexible investment which can be tailored to suit your income needs now and changed in the future if your needs change.

The MLC MasterKey Allocated Pension gives you access to MLC's proven investment system, where your money is invested through a range of specialist investment management companies in Australia and around the world.

Why choose the MLC MasterKey Allocated Pension?

  • It is easy to operate and manage.
  • You can select and change your income level (within government prescribed limits).
  • You can make most transactions over the phone.
  • You can make additional withdrawals whenever you need extra cash (conditions may apply).
  • You get access to the expertise of some of the world's leading investment management companies.
  • We send you regular reports on your entire MLC MasterKey portfolio, making it easy for you to keep track of your investments.

Information at a glance

Minimum initial investment $20,000

Frequency of income payments:
  • Monthly
  • Quarterly
  • Half-yearly
  • Yearly

Payment methods: Direct to your financial institution account or an MLC MasterKey cash Management Trust account.
Your choice of MLC investment funds:
MLC MasterKey Horizon Series: MLC MasterKey Horizon 1 - Bond Portfolio
MLC MasterKey Horizon 2 - Capital Stable Portfolio
MLC MasterKey Horizon 3 - Conservative Growth Portfolio
MLC MasterKey Horizon 4 - Balanced Portfolio
MLC MasterKey Horizon 5 - Growth Portfolio
MLC MasterKey Horizon 6 - Share Portfolio
MLC MasterKey Horizon 7 - Accelerated Growth Portfolio
Multi-Manager Sector Funds: Australian Share Fund
Global Share Fund
IncomeBuilder™
Property Securities Fund
Fixed Rate Funds- one, two or three years
Single Manager Sector Funds: Cash Fund
MLC-Vanguard Australian Share Index Fund
MLC Capital International Global Share Fund
MLC-Platinum Global Fund
Multi-Manager Style Funds:* MLC Global Share Growth Style Fund
MLC Global Share Value Style Fund
MLC Australian Share Growth Style Fund
MLC Australian Share Value Style Fund
National Funds: National Balanced Fund
National Capital Stable Fund
Single Manager Funds
(Managed outside of MLC):*		 ABN AMRO Australian Equity Fund
ABN AMRO Global Equity Fund
Citigroup Property Securities Trust
Colonial First State Wholesale Income Fund
Dresdner RCM International Equities Fund
EQT Wholesale Small Companies Fund
Investors Mutual Australian Share Fund
IOOF Perennial Value Shares Trust
Perpetual's Wholesale Ethical SRI Fund
Schroder Wholesale Australian Equity Fund
UBS Australian Share Fund
Vanguard Australian Fixed Interest Index Fund
Vanguard International Fixed Interest Index Fund (Hedged)
Vanguard International Shares Index Fund (Hedged)
Vanguard International Shares Index Fund (Unhedged)
Vanguard Property Securities Index Fund


*Not available to MLC MasterKey Allocated Pension - Five Star.

Want to know more?
Contact your financial planner.

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