to now include 10 diversified portfolios to better suit your clients’ needs
are now available across more investment platforms, so they’re even easier to
We now offer
portfolios which can be specifically tailored to meet your clients’ needs.
One of Australia’s most experienced
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.
Fully active and extensively
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.
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:
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.