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MLC Managed Account Strategies

MLC Value Model Portfolios

A range of investment solutions focused on providing investors with above-inflation returns through expertly managed, low-cost portfolios that are diversified across asset classes, and blend the strengths of active and index management.

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 index managers to access investments in certain asset classes, and selectively uses active managers where we believe it makes the greatest difference to risks and returns. Investments will mainly be managed through a combination of direct shares in companies, ETFs and managed funds.

In an unpredictable and constantly changing world, we utilise 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 of the portfolio’s objective.

MLC Value Moderate Model Portfolio


Investment objective: To deliver CPI +1.75% 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 Value Assertive Model Portfolio

Investment objective: To deliver CPI +2.5% 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 Value Aggressive Model Portfolio

Investment objective: To deliver CPI +3.5% 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.