Portfolio information
MLC Inflation Plus portfolios
The MLC Inflation Plus portfolios are actively-managed portfolios that aim to deliver returns above inflation over a particular period, through different investment environments. This gives investors more certainty they’ll get the returns they need to help achieve their financial goals.
MLC’s investment experts also aim to deliver a smoother path of returns than the market and limit the risk of big losses that can set investors back.
The MLC Inflation Plus portfolios give choice, expertise and access for investors to plan their future with more confidence.
Key features
- Choice of three portfolios: a range of return targets and investment time frames to assist investors in achieving their financial goals
- An above-inflation return objective: actively-managed portfolios targeting above inflation returns rather than simply relying on market performance. Investors can have more certainty about the returns they’ll achieve with MLC Inflation Plus
- Focus on risk management: aiming to achieve target returns by carefully managing risk, particularly the risk of big losses that can set investors back. This also helps smooth the returns of the portfolios
- Flexible asset allocation: by adjusting the mix of assets in the portfolios as markets change, the portfolios are better positioned to deliver returns and manage risk
- Extensive diversification: invests in a wide range of mainstream assets (shares, bonds and cash) and alternative assets and strategies, through a number of different specialist investment managers, with the aim to provide investors’ a smoother path of returns in comparison to the market, and also limit the big losses that can permanently reduce investors’ wealth. The portfolios also benefit from the insights of specialist investment managers from all over the world through a multi-manager approach
- Experience and track record: the ‘inflation plus’ approach has been successfully used by MLC to deliver results for investors since 2005, a period that included the global financial crisis.
How to invest
MLC Inflation Plus portfolios (invest within MLC MasterKey Super Fundamentals)
| Portfolio | Investment objective (after fees and tax) |
Timeframe to achieve objective |
|---|---|---|
| MLC Inflation Plus - Conservative, opens in new window | 1.7% p.a. above inflation | 3 years |
| MLC Inflation Plus - Moderate, opens in new window | 3.0% p.a. above inflation | 5 years |
| MLC Inflation Plus - Assertive, opens in new window | 4.0% p.a. above inflation | 7 years |
For investors
Accessing the MLC Inflation Plus portfolios is easy. You can invest through MLC MasterKey Super Fundamentals, opens in new window, MLC MasterKey Pension Fundamentals, opens in new window, or through your financial adviser.
For Advisers
For more information on available platforms please speak with your MLC Representative or visit mlc.com.au/inflationplus
Invest through a platform – through a super or pension account
MLC Wholesale Inflation Plus portfolios (invest outside of super)
| Portfolio | Investment objective (after management costs) |
Timeframe to achieve objective |
|---|---|---|
| MLC Wholesale Inflation Plus - Conservative, opens in new window | 2% p.a. above inflation | 3 years |
| MLC Wholesale Inflation Plus - Moderate, opens in new window | 3.5% p.a. above inflation | 5 years |
| MLC Wholesale Inflation Plus - Assertive, opens in new window | 4.5% p.a. above inflation | 7 years |
For Investors
Accessing the MLC Wholesale Inflation Plus portfolios is easy. You can invest through MLC MasterKey Investment Service Fundamentals, opens in new window, directly via MLC Investment Trust, or by contacting your financial adviser.
For Advisers
For more information on available platforms please speak with your MLC Representative or visit mlc.com.au/inflationplus
ASX mFund Settlement Service
If you don’t have an existing stockbroking account, contact a participating broker, such as nabtrade, opens in new window, today. A complete list of participating stockbrokers can be found on the ASX website, opens in new window.
Invest through a platform – investing outside a super or pension account
