Millennium Master Trust

- Investment Options

The Fund provides members with two styles of investment options:

  • single manager options (where one investment company manages all aspects of the option.)

OR

  • multi-manager options (where we put managers together to suit a specific style of investor.)

Those members who like to have greater control over their investments can put together their own combination of managers when building their superannuation strategy.

Those members who would like to be guided in their direction can select from our Strategy Pools, where we have put together a panel of companies to manage different components of each option. As part of the process, the asset allocation and manager allocation is reviewed on a regular basis by Millennium3 Financial Services Pty Ltd ('M3FS'), an Australian Financial Services Licensee. M3FS monitor the investment markets, the managers, and their performance. Using their research, they ensure that the best available managers are used in our Strategy Pools, and they ensure that the asset allocation remains true to the risk profile of each option. This means that the members who use these options do not need to worry about monitoring the managers themselves, nor do they need to re-balance their allocations.

Your qualified Millennium Master Trust Adviser is able to assist members in identifying their most appropriate investment strategy.

Diversified Strategies

Growth Options
Colonial First State Wholesale Diversified Fund
ING Wholesale Managed Growth Trust (Default Option)
Growth Strategy Pool
Balanced Options
Balanced Strategy Pool
Merrill Lynch Wholesale Balanced Fund
Conservative Growth Options
Colonial First State Wholesale Conservative Fund
ING Wholesale Capital Stable Trust
Conservative Growth Strategy Pool

Sector Strategies

International Shares
BT Wholesale International Share Fund
MFS Global Equity Trust
Australian Shares
AMP Henderson Equity Fund
Credit Suisse Australian Shares Fund
Australian Smaller Companies Strategy Pool
Challenger Socially Responsive Investment Fund
Property
HSBC Property Securities Wholesale Fund
Mortgage Trusts
Howard Wholesale Mortgage Trust
Cash Trusts
Challenger Wholesale Cash Management Trust
Split funding is available.

To change or update your investment options please complete an investment nomination form and forward it to our office.

News

Freeze on Challenger Howard Wholesale Mortgage Fund

Challenger Investments, the Responsible Entity for the Howard Wholesale Mortgage Trust, have announced an amendment to the rules on withdrawals from the Trust. The effect of these rules is that members are temporarily unable to switch out of, or redeem units held in, the Howard Wholesale Mortgage Fund

Investment Market Volatility

Investment Market volatility is still a factor in investment returns and is having an impact on portfolio performance.  Learn more

2007/08 Annual Statements

We have added an FAQ page to assist with any questions about your Annual Statements.  A copy of the Annual Report can also be downloaded from your Forms pag

See the Tax Thresholds for 2007/08

The ATO has released the numbers for the 2007/08 financial year

Update your investment choices online

We now offer a facility for you to update your investment profile and options online


Learn about the Co-Contribution

This is a federal government initiative to help low income earners build a bigger retirement nest egg


Choice of Fund - what it means for Employers and Employees

Many working Australians now have a say in where their employers contribute to


Locate Your Lost Super Accounts

The Australian Taxation Office has made available a search facility to help members find lost accounts. Learn more


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