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MLC Managed
Account Strategies

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, HUB24, 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.

Read MLC Premium Model Portfolios fact sheet

  • 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)
Indicative asset mix

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.

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 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.

Read MLC Value Model Portfolios fact sheet

  • 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)
Indicative asset mix

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.

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.


Other Portfolio Solutions

MLC FirstChoice Managed Accounts

MLC FirstChoice Managed Accounts offer seven investment solutions for CFS FirstChoice Super and Pension investors that aim to provide investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes and specialist investment managers.

  • Complete diversified investment solutions
  • Actively managed at all levels: asset allocation and investment managers
  • Professionally managed by MLC Asset Management’s investment experts
Full portfolio details and a range of supporting adviser documents are available on the dedicated MLC CFS webpage.

 


Talk to your state-based Investment Specialist today

Tanya Diaz

National Sales Manager – Multi Asset Investment
Mobile: 0450 476 100
Email: tanya.diaz@insigniafinancial.com.au

Paul Ruggeri

Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0409 793 324
Email: paul.ruggeri@insigniafinancial.com.au

Megan Bonke

Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0436 617 551
Email: megan.bonke@insigniafinancial.com.au

Tim Casey

Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0439 440 035
Email: tim.casey@insigniafinancial.com.au

Tim Higgins

Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0436 642 057
Email: tim.higgins@insigniafinancial.com.au

Michael Carroll

Investment Specialist – Multi Asset Investments (WA/SA)
Mobile: 0481 035 847
Email: michael.carroll@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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1300 738 355

Monday to Friday, 8.30am to 5.30pm (AEST)

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MLC Asset Management Investment team

Meet the MLC Asset Management Investment team.