MLC Managed Account Strategies
Combining a contemporary investment structure with deep investment expertise.
A more modern choice
From one of Australia's most experienced investment managers.
Investment thinking that makes a difference
Access MLC's investment and portfolio construction expertise.
Better client engagement and communication
Client-friendly reporting and investment insights.
Valuable practice efficiencies
To build your business and put you back in front of your clients.
Choose an MLC Managed Account Strategy to suit your clients
Designed to suit a range of needs, MLC Managed Account Strategies* provide transparent, diversified solutions for clients with different goals, time horizons and fee expectations. Each range has three options: moderate, assertive and aggressive.
- A range of complete diversified investment solutions
- Actively managed across and within asset classes
- Extensive diversification across asset classes and investment managers
- Access to tax benefits of direct shares
- Professionally managed by MLC investment experts
- 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
A more modern choice
From one of Australia’s most
experienced investment managers
- MLC Asset Management is one of Australia’s most experienced investment managers, with over 35 years’ experience designing and managing multi-asset portfolios and with over $150 billion assets under management.^
- Our Managed Account Strategies provide you with access to that proven investment expertise combined with the benefits of managed accounts.
Investment thinking
that makes a difference
Access MLC’s investment and
portfolio construction expertise
Through MLC Managed Account Strategies, you can access our deep asset allocation insights and portfolio construction expertise – the kind of thinking often not available through other Managed Accounts.
- Portfolios that are ready for many futures: We utilise our powerful and proprietary Investment Futures Framework to model many scenarios to help prepare our portfolios for, and respond to, a range of possible future events, investment scenarios and market conditions.
- Active management of asset allocation: Our investment experts use the insights from our Investment Futures Framework to adjust the asset allocation within each of the portfolios to control potential risks and capture return opportunities.
- Access to some of the world’s leading investment managers: Using our deep proprietary research we select specialist investment managers from around the world and carefully blend them in the one portfolio. Our relationships with these managers provide opportunities and insights that few others can access.
Better client engagement
and communication
Client-friendly reporting and
investment insights
- We share portfolio and market insights with you, so you can have informed discussions with your clients.
- Our client-friendly reporting gives you a clear view of the performance of the portfolios and of the individual investments within them. Our investment insights are based on global market intelligence from our investment team.
Valuable practice
efficiencies supported
by expertise
To build your business and
put you back in front of clients
- Our investment experts are responsible for asset allocation and manager selection within the portfolios and continuously monitor them, making changes when needed, while being mindful of transaction costs. It’s much easier than managing individual stocks, funds, and other investments yourself.
- This reduces the compliance and administrative burden on your practice, freeing up your time so you can get on with what’s important to you – servicing clients and building your practice.
Jason Komadina, Director, Managed Accounts and John Woods, Portfolio Manager discuss how your business - and clients - can benefit from MLC Managed Account Strategies.
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
- Easy visibility of investments supported by MLC’s client-friendly reporting
- Access to MLC’s investment intelligence via the Investment Futures Framework
- Extensive expertise and experience in multi-asset portfolio management
How to invest
The portfolios are available on MLC Wrap, Navigator and Macquarie Wrap. For more information, please speak with your MLC representative or visit mlc.com.au
^MLC Asset Management is a business division in the NAB group of companies. It includes a range of businesses and partners that in aggregate manage over A$150bn assets under management as at March 2020.
*References to MLC mean MLC Asset Management which includes MLC Asset Management Services Limited (MSL), investment manager of MLC Managed Account Strategies and MLC Asset Management Pty Limited (MLCAM), distributor of MLC Managed Account Strategies.
Get in touch
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.
