MLC Index Plus
Our low cost diversified funds are active where it matters most
MLC Index Plus trusts are diversified funds that balance active and index management. Our approach keeps costs low and provides opportunities for returns similar to the market while actively managing risk.
Simplified pricing
and more value
We've priced all three Index Plus trusts at a 29bp management fee.
Active where
it matters most
Blending the strengths of active investment and index strategies.
Some of the world's most experienced managers in one fund
Specialised investment thinking that builds diversified, flexible funds.
Understanding the advantages of MLC Index Plus
Active where it matters most
Actively managing fixed income and currency helps reduce the risks of indexing. Kerry Gill, Fund Strategist for MLC's Capital Markets Research team, explains.
MLC Index Plus at a glance
MLC Index Plus Trusts aims to deliver returns that meet the trust's investment objective, while managing risk.
MLC Index Plus
Conservative
Asset mix*
Total growth of assets: 40-60%
Total defensive assets: 40-60%
The trust aims to provide a return that meets its benchmark (before fees) over 5 year periods , and at the same time, manage risks and returns in the trust by changing its asset allocation.
May suit investors who:
- want some long-term capital growth and therefore seeks an investment that has similar weightings to growth and defensive assets;
- want to keep costs down by using mostly lower cost investment managers;
- understand that there can be moderate to large fluctuations in income and the value of your investment; and
- understand that the minimum suggested time frame to invest is at least five years.
MLC Index Plus
Balanced
Asset mix*
Total growth of assets: 60-80%
Total defensive assets: 20-40%
The trust aims to provide a return that meets its benchmark (before fees) over 5 year periods, and at the same time, manage risks and returns in the trust by changing its asset allocation.
May suit investors who:
- want long-term capital growth and therefore seeks an investment that has a strong bias to growth assets;
- want to keep costs down by using mostly lower cost investment managers;
- understand that there can be large fluctuations in income and the value of your investment; and
- understand that the minimum suggested time frame to invest is at least five years.
MLC Index Plus
Growth
Asset mix*
Total growth of assets: 75-95%
Total defensive assets: 5-25%
The trust aims to provide a return that meets its benchmark (before fees) over 7 year periods, and at the same time, manage risks and returns in the trust by changing its asset allocation.
May suit investors who:
- want long-term capital growth and therefore seeks an investment that invests predominantly in growth assets;
- want to keep costs down by using mostly lower cost investment managers;
- understand that there can be large fluctuations in income and the value of your investment; and
- understand that the minimum suggested time frame to invest is at least seven years.
Research house ratings
The MLC Index Plus trusts are rated by Lonsec and Zenith. For further information, please contact one of our Business Development Managers.
* Benchmark asset allocations as at 30 November 2023.
How to invest
Direct investors
You can invest directly* if you are a wholesale investor. Please contact our client services team to request an application form on 1300 738 355.
*minimum investment and holding amounts may apply, refer to the relevant Product Disclosure Statement for more information
Advisers
For more information on available platforms please speak with your MLC Representative.
Invest through a platform – super or pension account
Invest through a platform – investment outside super or pension
Find out more
Find and download a range of reports and brochures.
Meet the MLC investment team and portfolio specialists.
Recent commentary and information on performance, asset allocation and investment managers.
