MLC Market Watch

While 2010 has started slowly for investors, one-year performance figures are continuing to impress. In this update, MLC’s Senior Investment Strategist John Owen looks at:

• the recent performance of the MLC Australian Share Strategy
• the outperformance of manager Sands Capital, and
• what it means for the MLC Balanced and Growth Funds

View the February MLC Fund Performance Update video here.

Download John Owen video script.

While sharemarkets were slightly unsettled during November, they’re substantially higher than this time last year. In this update, MLC’s Senior Investment Strategist John Owen looks at:

• the performance of bank stocks in the MLC Australian Share Strategy
• the impact of the Asian market weakness on the MLC Global Property Fund, and
• one year returns for the MLC Horizon 4 & 5 Portfolios

View the November market update video here.

Download John Owen video script.

This document provides you with an overview of MLC funds quarterly distribution and individual fund commentaries for November 2009.

The document also includes a Q&A which should answer your questions about distributions for MLC MasterKey Investment Service and MLC MasterKey Unit Trust
investment options and why they’ve been reduced this quarter.

MLC income distributions update (PDF, 166KB).

The Colonial First State Wholesale Income Fund (the Fund) continues to be suspended. However, Colonial First State have announced the details of their next withdrawal period in November and December 2009. This helps us to provide you with the opportunity to make a switch request between 18 November and 17 December 2009.

This article applies to MLC MasterKey clients invested in the Colonial First State Wholesale Income Fund option.

To apply, you’ll need to complete the relevant Switch Form linked below and return it to us by mail. Completed forms will need to be received by 3pm on 17 December 2009.

Colonial First State Switch Form (PDF, 150KB) – MLC MasterKey superannuation and pension products, or

Colonial First State Switch Form (PDF, 229KB) – MLC MasterKey Investment Service (incl. Fundamentals)

An information guide about how the offer will operate is available via the link below:

Colonial First State switch offer guide (PDF, 39KB)

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While the Australian sharemarket finished down at the end of October, figures for the year are still strong. In this update, Investment Specialist John Owen looks at:

• the performance of the MLC Australian Shares Strategy
• the Australian & Global REIT sectors
• how MLC’s strategies have delivered for investors.

View the MLC September fund performance update video here.

Download John Owen video script.