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.
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%
Download the MLC Premium Moderate Model Portfolio fact sheet (PDF, 120KB)
Investment objective: To deliver CPI +3% p.a. over 5 to 7 years, net of fees
Growth assets range: 55%-85%
Defensive assets range: 15%-45%
Download the MLC Premium Assertive Model Portfolio fact sheet (PDF, 122KB)
Investment objective: To deliver CPI +4% p.a. over 7 to 10 years, net of fees
Growth assets range: 70%-95%
Defensive assets range: 5%-30%
Download the MLC Premium Aggressive Model Portfolio fact sheet (PDF, 122KB)
MLC Managed Account Strategies - adviser brochure (PDF, 192KB)
The portfolios are currently available on MLC Wrap, Navigator and Macquarie Wrap.
For more information, please speak with your MLC representative or visit mlc.com.au , opens in new window
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IOOF Holdings Ltd ABN 49 100 103 722.
MLC Limited uses the MLC brand under licence. MLC Limited is a part of the Nippon Life Insurance Group and not part of the IOOF Group of Companies.