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Mlc Wholesale Horizon 2 - Income (LP65093136)

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1.059 0.001    0%
30/10 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  National/MLC Group
ISIN:  AU60MLC06705 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 237.63M
MLC Wholesale Horizon 2 Income Portfolio 1.059 0.001 0%

LP65093136 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MLC Wholesale Horizon 2 Income Portfolio (LP65093136) fund. Our MLC Wholesale Horizon 2 Income Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.800 7.350 2.550
Stocks 9.110 9.110 0.000
Bonds 38.800 48.540 9.740
Convertible 0.110 0.110 0.000
Preferred 0.070 0.070 0.000
Other 47.100 47.110 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.972 15.777
Price to Book 1.496 1.996
Price to Sales 2.822 1.774
Price to Cash Flow 11.585 8.942
Dividend Yield 3.302 3.322
5 Years Earnings Growth 7.605 9.834

Sector Allocation

Name  Net % Category Average
Government 13.482 15.921
Corporate 18.989 11.125
Securitized 5.845 3.459
Cash 4.795 12.052
Derivative -0.021 22.470
Municipal 0.040 0.070

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 4,134

Number of short holdings: 258

Name ISIN Weight % Last Change %
IOOF Income Trust AU60PIM00037 10.63 - -
Multimix Wholesale International Shares Trust - 10.03 - -
IOOF MultiMix W Australian Equities AU60SMF01019 8.95 - -
Ardea Composite Bond Fund Class F - 4.06 - -
Multimix Wholesale Alternativedebt Trust - 3.39 - -
Ioof Mim Property Plus Fund - 3.37 - -
Onepath Wholesale Unlisted Infrastructure Trust - 2.04 - -
Mlc Pe Institutional Class - 2.02 - -
  Australia AUGOVT 2 21-Aug-2035 AU000XCLWAF4 1.09 133.97 0.00%
Aurora Fund Ltd M1 - 0.91 - -

Top Equity Funds by National/MLC Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  MLC MKey Super Horizon 6 Share Port 1.36B 11.10 6.13 9.09
  AU60ANT00026 593.14M 12.38 1.77 9.75
  MLC MKey Super Australian Share Fun 547.99M 11.35 7.42 9.15
  MLC MKey Bus Sup Horizon 6 Share 454.39M 10.85 5.81 8.80
  MLC MKey Bus Sup Australian Share F 374.79M 11.10 7.10 8.87
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