Skip to Content

MLC

MLC Index Plus portfolios

Low cost, diversified funds that are active where it matters most

MLC Index Plus portfolios are diversified portfolios 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 repriced all three Index Plus portfolios to 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 portfolios.

Understanding the advantages of MLC Index Plus portfolios

Active where it matters most

Actively managing fixed income and currency helps reduce the risks of  indexing. Kerry Gill, Assistant Portfolio Manager for MLC's Capital Markets Research team, explains.

Introducing the MLC Index Plus portfolios

Intelligently blending actively managed and indexed funds can strengthen a portfolio against market fluctuations. Al Clark, Head of Investments at MLC, explains how.

MLC Index Plus portfolios at a glance

MLC Index Plus portfolios aim to deliver returns that meet the portfolio's benchmark, and reduce risk in the portfolio when the risks are too high.

MLC Index Plus Conservative Growth portfolio


Asset mix*

Icon - piechart

Total growth of assets: 40-60%
Total defensive assets: 40-60%


The portfolio aims to provide a return that meets its benchmark (before fees) over 3 year periods.

May suit you if you want a diversified, low cost investment portfolio with:

  • some long-term capital growth, and
  • an investment time frame of at least four years.

MLC Index Plus
Balanced portfolio

Asset mix*

Icon - piechart

Total growth of assets: 60-80%
Total defensive assets:
20-40%


The portfolio aims to provide a return that meets its benchmark (before fees) over 4 year periods.

May suit you if you want a diversified, low cost investment portfolio with:

  • long-term capital growth, and
  • an investment time frame of at least five years.

MLC Index Plus
Growth portfolio

Asset mix*

Icon - piechart

Total growth of assets: 75-95%
Total defensive assets: 5-25%


The portfolio aims to provide a return that meets its benchmark (before fees) over 5 year periods.

May suit you if you want a diversified, low cost investment portfolio with:

  • long-term capital growth, and
  • an investment time frame of at least six years.

Research house ratings
The MLC Index Plus Portfolios are rated by Lonsec and Zenith. For further information, please contact one of our Business Development Managers.

* Benchmark asset allocations as at 31 January 2020 for the MLC Wholesale Index Plus Conservative Growth Portfolio, MLC Wholesale Index Plus Balanced Portfolio and MLC Wholesale Index Plus Growth Portfolio.


How to invest

Direct investors

Accessing the MLC Index Plus portfolios is easy. You can invest directly via MLC Investment Trust, or by contacting your financial adviser.

Advisers

For more information on available platforms please speak with your MLC Representative or visit mlc.com.au, opens in new window

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 charts, videos, forms, brochures and PDSs.

Meet the MLC investment team and portfolio specialists.

The latest commentary and information on performance, asset allocation and investment managers for MLCs.

Get in touch

Talk to us on 1300 738 355 between
8:30am and 5:30pm AEDT,
Monday to Friday

Complete our contact
form and one of our team
will get back to you.