Portfolios

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.

MLC Premium Model Portfolios

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.

Complete diversified investment solutions
Actively managed at all levels: asset allocation, investment managers and stocks
Access to the tax benefits of direct Australian shares
Professionally managed by MLC Asset Management’s investment experts

Model portfolio	Investment objective (net of investment manager fees)	Resources
MLC Premium Conservative 30	To deliver CPI +1.5% pa over 3 years	Fact sheet (PDF)
MLC Premium Moderate 50	To deliver CPI +2% pa over 3+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Premium Balanced 70	To deliver CPI +3% pa over 5+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Premium Growth 85	To deliver CPI +4% pa over 7+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Premium High Growth 98	To deliver CPI +4.5% pa over 7+ years	Fact sheet (PDF)

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.

MLC Value Model Portfolios

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.

A range of lower-cost, diversified portfolio solutions
Blends the strengths of active and index investment management
Actively managed where we believe it can make the biggest difference to risks or returns, with passive investments to keep costs low
Access to the tax benefits of direct Australian shares
Professionally managed by MLC Asset Management’s investment experts

Model portfolio	Investment objective (net of investment manager fees)	Resources
MLC Value Conservative 30	To deliver CPI +1.25% pa over 3 years	Fact sheet (PDF)
MLC Value Moderate 50	To deliver CPI +1.75% pa over 3+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Value Balanced 70	To deliver CPI +2.5% pa over 5+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Value Growth 85	To deliver CPI +3.5% pa over 7+ years	Fact sheet (PDF) Monthly report (PDF) Quarterly report (PDF)
MLC Value High Growth 98	To deliver CPI +4% pa over 7+ years	Fact sheet (PDF)

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.

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.