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.
Portfolio Manager Anthony Golowenko shares an update on the latest quarter and how the portfolio is positioning for recovery and reopening and for a steepening yield curve.
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 - 09 July 2021 (PDF, 945KB)
MLC Premium Model Portfolio changes - 01 July 2021 (PDF, 558KB)
MLC Value Model Portfolio changes - 20 July 2021 (PDF, 967KB)
MLC Value Model Portfolio changes - 01 July 2021 (PDF, 558KB)
Scenario insights update
Articles we produce each quarter based on insights from our scenario analysis.
Adviser investment reports
Quarterly presentations and reports for financial advisers on MLC's investment insights and portfolio positioning.
Find out more
Access our latest insights on economic and market developments.
Access the model portfolio factsheets.
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