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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 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 model manager fees)
Indicative asset mix Resources

MLC Premium Moderate

To deliver CPI +2% pa over 3 to 5 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (PDF)

MLC Premium Assertive

To deliver CPI +3% pa over 5 to 7 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (PDF)

MLC Premium Aggressive

To deliver CPI +4% pa over 7 to 10 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (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 model manager fees)
Indicative asset mix Resources

MLC Value Moderate

To deliver CPI +1.75% pa over 3 to 5 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (PDF)

MLC Value Assertive

To deliver CPI +2.5% pa over 5 to 7 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (PDF)

MLC Value Aggressive

To deliver CPI +3.5% pa over 7 to 10 years

Fact sheet (PDF)

Monthly report (PDF)

Quarterly report (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.

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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MLC investment team

Meet the MLC investment team and portfolio specialists.