MLC Premium Model Portfolios
A range of complete investment solutions focused on providing investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes, specialist investment managers, and stocks.
Investment strategy and approach
Our investment experts invest each portfolio in a combination of asset classes including shares, fixed income, alternatives and cash that they believe will be best placed to achieve the investment objective of each portfolio for investors.
We carefully select specialist investment managers to build investments in each asset class. Investments are mainly actively managed through a combination of direct shares in companies and managed funds.
In an unpredictable and constantly changing world, we use our unique Investment Futures Framework to continually identify the very wide range of potential investment market conditions that could occur, and their affect on asset class returns. The insights from this analysis are used to work out the combination of asset classes that our investment experts believe will best achieve each portfolio’s objective.
MLC Premium Moderate Model Portfolio
Investment objective: To deliver CPI +2% p.a. over 3 to 5 years, net of fees
Indicative asset mix
Growth assets range: 35%-65%
Defensive assets range: 35%-65%
MLC Premium Assertive Model Portfolio
Investment objective: To deliver CPI +3% p.a. over 5 to 7 years, net of fees
Indicative asset mix
Growth assets range: 55%-85%
Defensive assets range: 15%-45%
MLC Premium Aggressive Model Portfolio
Investment objective: To deliver CPI +4% p.a. over 7 to 10 years, net of fees
Indicative asset mix
Growth assets range: 70%-95%
Defensive assets range: 5%-30%
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