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MLC Managed
Account Strategies


Drawing on MLC Asset Management’s deep investment expertise, our range of diversified, easy-to-use managed account portfolios are designed to suit the diverse needs of your clients.

We partner with you to deliver an enhanced experience for your clients and your practice.

Learn more about MLC Managed Account Strategies.

Portfolios designed to meet your clients' needs

Transparent, diversified solutions for clients with different goals, time horizons and fee expectations.

Investment thinking that makes a difference

Access MLC’s deep asset allocation insights and portfolio construction expertise – the kind of thinking often not available through other managed accounts.

Practical client engagement and communication tools

Easy-to-understand and timely portfolio reporting and insights designed to support your client conversations and enhance your value proposition.

Valuable practice efficiencies supported by expertise

Professionally managed and monitored portfolios support you in reducing your compliance and admin burden, freeing you to spend time on the things that matter.

A partner that understands your practice - and your clients

We’ve drawn on our 35 years’ experience working with advisers to develop our managed account portfolios, communications and support to suit the needs of your business and your clients.


Our range of portfolios

Our portfolios are designed to deliver transparent, diversified solutions for clients with different goals, time horizons and fee expectations.

With Premium Model Portfolios that capture the return opportunities of active management and Value Model Portfolios that deliver the cost benefits of passive solutions, MLC Managed Account Strategies means you can give your clients real choice.


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Resources

Adviser and client benefits, insights and education.

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Reports & investment insights

Access the latest model portfolio reports and updates.

Portfolio reports

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.

1The 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.

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.

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MLC investment team

Meet the MLC investment team and portfolio specialists.