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 Expand Essential, Expand Extra, BT Panorama, CFS First Choice, Grow Wrap, HUB24, Macquarie Wrap, AMP North, Rhythm, Voyage and Netwealth.
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.
Available on the following platforms:
Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Grow Wrap, Rhythm, Voyage and Netwealth.
Explore additional portfolio options:
| Model portfolio | Investment objective (net of investment manager fees) |
|---|---|
MLC Premium Conservative 30 |
To deliver CPI +1.5% pa over 3 years |
MLC Premium Moderate 50 |
To deliver CPI +2% pa over 3+ years |
MLC Premium Balanced 70 |
To deliver CPI +3% pa over 5+ years |
MLC Premium Growth 85 |
To deliver CPI +4% pa over 7+ years |
MLC Premium High Growth 98 |
To deliver CPI +4.5% pa over 7+ years |
Visit reports for our full suite of simple, easy-to-understand reports.
The MLC Premium Model Portfolios are available on the following platforms: Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Grow Wrap, Rhythm, Voyage and Netwealth.
Investment Central aims to provide advisers the tools and support they need when using Managed Account Strategies. Visit Investment Central to learn more.
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.
MLC Managed Account Strategies were awarded winner of the Multi Asset Class in the institute of Managed Account Professionals' Managed Accounts Awards 2022. This award recognises our commitment and expertise in delivering solutions which meet the needs of your business and clients.
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.
Available on the following platforms:
Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Grow Wrap, Rhythm, Voyage and Netwealth.
| Model portfolio | Investment objective (net of investment manager fees) |
|---|---|
MLC Value Conservative 30 |
To deliver CPI +1.25% pa over 3 years |
MLC Value Moderate 50 |
To deliver CPI +1.75% pa over 3+ years |
MLC Value Balanced 70 |
To deliver CPI +2.5% pa over 5+ years |
MLC Value Growth 85 |
To deliver CPI +3.5% pa over 7+ years |
MLC Value High Growth 98 |
To deliver CPI +4% pa over 7+ years |
Visit reports for our full suite of simple, easy-to-understand reports.
The MLC Value Model Portfolios are available on the following platforms: Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Grow Wrap, Rhythm, Voyage and Netwealth.
Investment Central aims to provide advisers the tools and support they need when using Managed Account Strategies. Visit Investment Central to learn more.
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.
MLC Managed Account Strategies were awarded winner of the Multi Asset Class in the institute of Managed Account Professionals' Managed Accounts Awards 2022. This award recognises our commitment and expertise in delivering solutions which meet the needs of your business and clients.
MLC FirstChoice Managed Accounts offer seven portfolios for CFS FirstChoice Super and Pension investors. These options aim to provide investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes and specialist investment managers.
National Sales Manager – Multi Asset Investment
Mobile: 0450 476 100
Email: tanya.diaz@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0409 793 324
Email: paul.ruggeri@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0436 617 551
Email: megan.bonke@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0439 440 035
Email: tim.casey@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0436 642 057
Email: tim.higgins@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (WA/SA)
Mobile: 0481 035 847
Email: michael.carroll@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0451 219 454
Email: andrew.nguyen@insigniafinancial.com.au
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0449 043 454
Email: james.winder@insigniafinancial.com.au
1 The 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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