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Reports

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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.

 

Video update

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.

 

Portfolio activity reports

When we add or remove an investment from the portfolios we provide information on the change.

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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