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MLC Managed Account Strategies

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 effect 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

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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

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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

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Growth assets range: 70%-95%
Defensive assets range: 5%-30%


How to invest

The portfolios are currently available on MLC Wrap and Navigator.

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

Find out more

Access performance and portfolio reports.

Meet the MLC investment team and portfolio specialists.

Learn more about managed accounts, including resources to use with your clients.

Get in touch

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.