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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 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

Find out more

MLC Value
Managed Accounts

Lower-cost, diversified portfolios
that are active where it matters most

  • 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

Find out more

How to invest

The portfolios are available on -

  • Expand Essential
  • Expand Extra
  • Macquarie Wrap
  • BT Panorama
  • Hub 24
  • Grow Wrap
  • Rhythm
  • Voyage

For more information, please speak with your MLC representative or visit mlc.com.au

Find out more

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MLC Managed Account Strategies have been rated Outstanding by independent research firm SQM Research.Contact your MLC representative for a copy of the report.

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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.

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

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Three steps to successfully implementing managed accounts

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Four roadblocks to onboarding managed account clients … and ways to get around them

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Three ways to stop taking detours when implementing managed accounts

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Making the switch to managed accounts

Download our white paper to gain insights on how to ready your business, your staff and your clients for managed accounts.

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 Managed Account Strategies

Learn how your business - and clients - can benefit from MLC Managed Account Strategies. 

^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

Complete our contact
form and one of our team
will get back to you.