Reports

Latest portfolio updates
Our portfolio updates include the latest performance, performance drivers, asset allocation, holdings and commentary on positioning. Reports for calendar quarters have additional information.
MLC Premium Moderate Model Portfolio update (PDF, 2.4MB)
MLC Premium Assertive Model Portfolio update (PDF, 2.4MB)
MLC Premium Aggressive Model Portfolio update (PDF, 2.4MB)
MLC Value Moderate Model Portfolio update (PDF, 1MB)
MLC Value Assertive Model Portfolio update (PDF, 1MB)
MLC Value Aggressive Model Portfolio update (PDF, 1MB)
The reports are expected to be updated within three weeks (15 business days) after month end.
Previous quarter's end portfolio updates
Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.
MLC Premium Moderate Model Portfolio quarter end update (PDF, 2.6MB)
MLC Premium Assertive Model Portfolio quarter end update (PDF, 2.6MB)
MLC Premium Aggressive Model Portfolio quarter end update (PDF, 2.6MB)
MLC Value Moderate Model Portfolio quarter end update (PDF, 1MB)
MLC Value Assertive Model Portfolio quarter end update (PDF, 1MB)
MLC Value Aggressive Model Portfolio quarter end update (PDF, 1MB)
Portfolio activity reports
When we add or remove an investment from the portfolios we provide information on the change.
MLC Premium Model Portfolio changes - 23 December 2020 (PDF, 532KB)
MLC Premium Model Portfolio changes - 14 December 2020 (PDF, 970KB)
MLC Value Model Portfolio changes - 22 December 2020 (PDF, 532KB)
Find out more
Access our latest insights on economic and market developments.
Access the model portfolio factsheets.
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