Portfoliofocus - Premium Retirement Service Investment ... - MLC

5. Investment Allocation Authority
Investment Products
APIR
ICR % pa #
Initial investment
Initial
allocation
($ or %)
Progressive
investment (%)
Additional investment
allocation (%)
– ad hoc
– regular (N/A for SMA's)
Reinvestment
of earnings ()
Automatic
re-weight ()
Sell priority
International Equity: Technology
Platinum International Technology Fund
PLA0101AU 1.54 $ % % %
International Equity: Long/Short
K2 Select International Absolute Return Fund ◊ +
LHP Global Long/Short Fund ^ ¤ ◊ +
Platinum (Wholesale) International Fund ◊
Platinum International Brands Fund
PM CAPITAL Absolute Performance Fund +
ETL0046AU 5.45 $ % % % N/A
HFL0108AU 2.63 $ % % % N/A
PLA0002AU 1.54 $ % % %
PLA0100AU 1.54 $ % % %
PMC0100AU 4.68 $ % % %
International Equity: Responsible Investment
AMP Capital Responsible Investment Leaders Int Share - Class A ¤
AMP0455AU 1.13 $ % % %
International Equity: Concentrated
Magellan High Conviction Fund +
Alternatives
MGE0005AU
N/A
Alternatives: Hedge Funds
Aspect Diversified Futures Fund ^ ¤ +
BlackRock Multi Opportunity Absolute Return Fund ^ ◊ +
Pengana Asian Special Events Fund ^ ◊ +
Winton Global Alpha Fund ^ ◊ +
FSF1086AU 1.61 $ % % %
BLK0001AU 1.40
PCL0004AU 1.50
MAQ0482AU 2.26 $ % % %