Designed to suit a range of needs, MLC Managed Account Strategies provide transparent, diversified solutions for clients with different goals, time horizons and fee expectations.
The portfolios are currently available on BT Panorama, MLC Wrap, Navigator and Macquarie Wrap.
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.
| Model portfolio | Investment objective (net of model manager fees) |
Indicative asset mix | Resources |
|---|---|---|---|
MLC Premium Moderate |
To deliver CPI +2% pa over 3 to 5 years |  |
|
MLC Premium Assertive |
To deliver CPI +3% pa over 5 to 7 years |  |
|
MLC Premium Aggressive |
To deliver CPI +4% pa over 7 to 10 years |  |
Visit reports for our full suite of simple, easy-to-understand 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.
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.
| Model portfolio | Investment objective (net of model manager fees) |
Indicative asset mix | Resources |
|---|---|---|---|
MLC Value Moderate |
To deliver CPI +1.75% pa over 3 to 5 years |
 |
|
MLC Value Assertive |
To deliver CPI +2.5% pa over 5 to 7 years |
 |
|
MLC Value Aggressive |
To deliver CPI +3.5% pa over 7 to 10 years |
 |
Visit reports for our full suite of simple, easy-to-understand 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 referred to on this website 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.
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