MLC Trusts

MLC MultiActive, MLC MultiSeries and MLC Cash Management Trust

On 30 November 2023, MLC's investment offering was extended to include the MLC MultiActive, MLC MultiSeries and MLC Cash Management Trust ranges. A copy of the disclosure documents and forms is available on our website under the section: 

• MLC Trusts for the MLC MultiActive and MLC MultiSeries ranges
• Cash for the MLC Cash Management Trust

MLC Index Plus

MLC Index Plus Conservative – Product Disclosure Statement

MLC Index Plus Balanced– Product Disclosure Statement

MLC Index Plus Growth   – Product Disclosure Statement  

MLC Index Plus Product Guide

To request an application form, please contact our client services team on 1300 738 355.   

MLC Real Return

On 30 November 2023, MLC Wholesale Inflation Plus Moderate Portfolio and MLC Wholesale Inflation Plus Assertive Portfolios were renamed MLC Real Return Moderate and MLC Real Return Assertive respectively. The MLC Wholesale Inflation Plus - Conservative Portfolio retains its name.

MLC Wholesale Inflation Plus Conservative Portfolio – Product Disclosure Statement

MLC Wholesale Inflation Plus Conservative Portfolio – Product Guide 

MLC Wholesale Inflation Plus Conservative Portfolio – Initial application form 

MLC Wholesale Inflation Plus Conservative Portfolio – Additional investment form 

MLC Wholesale Inflation Plus Conservative Portfolio – Change of details form 

MLC Wholesale Inflation Plus Conservative Portfolio – Withdrawal form 

MLC Real Return Moderate – Product Disclosure Statement   

MLC Real Return Moderate – Product Guide 

MLC Real Return Assertive – Product Disclosure Statement

MLC Real Return Moderate and Assertive – Initial application form  

MLC Real Return Moderate and Assertive – Additional investment form 

MLC Real Return Moderate and Assertive – Change of details form 

MLC Real Return Moderate and Assertive – Withdrawal form 

MLC Wholesale Horizon 

On 30 November 2023, MLC Wholesale Horizon 6 Share Portfolio and MLC Wholesale Horizon 7 Accelerated Growth Portfolios were renamed MLC MultiActive High Growth and MLC MultiActive Geared respectively.  Please refer to the MultiActive section under MLC Trusts for more information.

MLC Wholesale Horizon 1 Bond Portfolio - Product Disclosure Statement 

MLC Wholesale Horizon 2 Income Portfolio - Product Disclosure Statement

MLC Wholesale Horizon 3 Conservative Growth Portfolio - Product Disclosure Statement

MLC Wholesale Horizon 4 Balanced Portfolio - Product Disclosure Statement

MLC Wholesale Horizon 5 Growth Portfolio - Product Disclosure Statement

To request an application form, please contact our client services team on 1300 738 355.   

MLC Single Sector

MLC Wholesale Diversified Debt Fund - Product Disclosure Statement

MLC Wholesale Global Property Fund - Product Disclosure Statement 

MLC Wholesale Global Share Fund - Product Disclosure Statement 

MLC Wholesale IncomeBuilder - Product Disclosure Statement 

MLC Wholesale Australian Share Fund - Product Disclosure Statement 

MLC Wholesale Australian Share Index Fund - Product Disclosure Statement 

MLC Wholesale Property Securities Fund - Product Disclosure Statement 

MLC Single Sector Product Guide

To request an application form, please contact our client services team on 1300 738 355.