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MLC Managed Account Strategies launched 1 July 2020. Reports will be available here as they become available.

 

Monthly reports

Our monthly reports include the latest performance, performance drivers, asset allocation, holdings and commentary on positioning.

This report is available 15 business days after month end. First report available by 21 August 2020.

 

Quarterly reports

Our quarterly reports include performance and commentary on how the portfolios are performing relative to their objectives, what’s driving performance and how they’re positioned and recent portfolio activity.

This report is available 15 business days after quarter end. First report available by 21 October 2020.

 

Portfolio activity reports

When we add or remove an investment from the portfolios we will provide detailed information of the stock or fund change, the portfolios impacted and the rationale for the change.