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MLC Wholesale Inflation Plus - Assertive Portfolio - Monthly Report – 30 Sep 2017


The portfolio’s objective is to deliver a return of 6% pa above inflation (before fees) over 7 year periods by limiting the risk of negative returns over this time frame. The portfolio has achieved its objective over the 7 years to 30 September 2017,  producing a positive return of 10.1% (before fees), which was 8.0% above inflation. We have controlled risk in the portfolio as outlined in the section on portfolio insights below. 

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