MLC Managed Account Strategies
More managed account portfolios
More access. More choice for clients
Access our deep asset allocation insights and
portfolio construction expertise – the kind of thinking often not available
through other managed accounts
More managed account
portfolios
We’ve expanded
to now include 10 diversified portfolios to better suit your clients’ needs
More access and
availability
Our portfolios
are now available across more investment platforms, so they’re even easier to
access.
New customised
solutions
We now offer
portfolios which can be specifically tailored to meet your clients’ needs.
Professionally
managed by
One of Australia’s most experienced
investment managers.
Choose an MLC Managed Account to suit your clients
MLC Value and Premium Managed Accounts are designed to suit your
clients’ goals and risk appetite. Each has five portfolios to choose from:
conservative, moderate, balanced, growth and high growth.
MLC Premium Managed Accounts
Fully active and extensively
diversified
- A range of lower-cost, diversified portfolio solutions
- Blends the strengths of active and index investment management
- Actively managed where we believe it can make the biggest difference to risks or returns, with passive investments to keep costs low
- Access to tax benefits of direct shares
- Professionally managed by MLC investment experts
MLC Managed Account Strategies have been rated Outstanding by independent research firm SQM Research.1 Contact your MLC representative for a copy of the report.
MLC Managed Account Strategies were awarded winner of the Multi Asset Class in the institute of Managed Account Professionals' Managed Accounts Awards 2022. This award recognises our commitment and expertise in delivering solutions which meet the needs of your business and clients.
1 The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Insights
Benefits of managed accounts for advisers
We’ve used our hands-on experience in working with thousands of advisers to help shape our approach to Managed Accounts. Here’s how they work for you:
- Simple for advisers to work with and manage
- More time to focus on engaging with clients and growing your business
- More visibility of investments, and more regular, transparent reporting
- Access to the best of our investment intelligence
Speak to your MLC representative to find out what MLC Managed Accounts can do for you and your clients.
^MLC Asset Management is a business division in the Insignia Financial group of companies. It includes a range of businesses and partners that in aggregate manage over A$157bn assets under management as at December 2021.
More information
To learn more about
MLC Managed Account Strategies,
visit our website.
Talk to us on 1300 738 355 between
8:30am and 5:30pm AEDT,
Monday to Friday
Message usComplete our contact
form and one of our team
will get back to you.
