MLC

MLC Navigator Retirement Plan Series 2 - Account Based Pension MLC Wholesale Horizon 4 Balanced Portfolio

Awards

Winner of SuperRatings Silver 2021 MyChoice Super, SuperRatings Silver 2021 Pension

Past 5-year return
-

% p.a

Admin fee

$375

Calc fees on 50k

$796

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension
Past 5-year return
-

% p.a

Admin fee

$375

Calc fees on 50k

$796

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For MLC Navigator Retirement Plan Series 2 - Account Based Pension

These are the benefits of this pension fund.

  • No information was provided by the fund to SuperRatings. For available information refer to the fund's PDS.

MLC Navigator Retirement Plan Series 2 is a sub-plan of the MLC Superannuation Fund established in 2014 and is designed to enable the establishment of a diversified portfolio accessing the primary investment markets of cash, fixed interest, equities and property through the various investment strategies offered. An initial investment of $20,000 is required to commence membership.Members have access to an excellent range of investment options, including a range of wholesale investment alternatives, a range of shares listed on the Australian Securities Exchange (ASX), Exchange Traded Funds (ETFs), various Term Deposits and a Separately Managed Account (SMA). Past performance of the fund is not readily available and therefore cannot be accurately measured against the relevant SuperRatings indices.Fees are lower than the industry average across medium and large account balances assessed. Discounts and fee caps apply to the administration fee for account balances over $200,000, including linked accounts, while a portion of the fees are negotiable. The fund does not charge an investment switching fee, although a buy/sell spread may apply.The fund provides excellent pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies, as well as the ability to automatically increase pension payments by CPI or a nominated percentage annually. Members with more than one investment option can nominate the proportion of each specified option from which payments are to be drawn. Beneficiary options are comprehensive, including non-lapsing binding and non-binding death benefit nominations, as well as reversionary pensions.Members have online access to their portfolio information, with financial advisers having the ability to transact and obtain reports on their behalf. Additionally, members have access to an automatic re-weighting facility allowing eligible investment options to be re-weighted on a quarterly, half yearly or yearly basis.

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Pension fund overview

For MLC Navigator Retirement Plan Series 2 - Account Based Pension

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    Fund fees vs. Industry average
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    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
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    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
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    ALTERNATIVES
    FIXED INTEREST
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