Resources
Forms, reports and brochures
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Forms
View the latest Product Disclosure Statement and fund updates for MLC Wholesale Inflation Plus.
Reports and brochures
Insights
Underlying strategy reports
These investment reports are for our alternatives and other strategies. These reports are for clients and are updated each calendar quarter. There may be a delay in delivery due to valuation lags.
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The global private assets strategy is managed by MLC's Private Equity team, which uses a combined multi-manager and co-investment approach to investing. The strategy is used in our MLC Horizon and Inflation Plus portfolios (MLC MasterKey superannuation and pension products) and MySuper in MLC MasterKey Business Super.
Global private assets strategy investment update (PDF 355KB)
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The defensive global shares strategy in MLC’s Horizon and Inflation Plus portfolios is managed by International Value Advisers LLC (IVA).
Defensive global shares strategy investment update (PDF 132KB)
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The insurance-related investments strategy in MLC’s Inflation Plus portfolios and MySuper is managed by AlphaCat Managers Ltd (AlphaCat). MLC Horizon portfolios also have an indirect allocation through their investment in the MLC Inflation Plus strategies.
Insurance-related investment strategy investment update (PDF 109KB)
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A distinctive alternative strategy, LCS is designed to increase the diversity of sources of return and risk in our MLC Horizon and Inflation Plus portfolios. By combining several carefully selected alternative strategies, LCS aims to provide a pattern of returns that is mostly independent of, or "uncorrelated" with, share market returns. We expect this will help to smooth out the pattern of returns in these portfolios.
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The multi-asset real return (MARR) strategy in MLC's Inflation Plus portfolios is managed by Ruffer LLP (Ruffer). MLC Horizon portfolios also have an indirect allocation through their investment in the MLC Inflation Plus strategies.
Multi-asset real return strategy investment update (PDF 245KB)
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Our derivative strategies are a combination of distinct risk reduction and efficient asset allocation strategies. The strategies are tailored to each of MLC’s multi-asset portfolios by the Capital Markets Research (CMR) team, the team responsible for managing the multi asset portfolios’ asset allocations. CMR works closely with our specialist in-house Derivatives team, seeking opportunities to achieve higher returns or manage risks using strategies that aren’t available when investing directly in assets.
