MLC - Resources | MLC Asset Management

Resources

Flyers

MLC Real Return

MLC Real Return - adviser flyer (PDF, 289KB)

MLC Index Plus

MLC Index Plus - adviser flyer (PDF, 251KB)

Latest reporting resources

Insights & portfolio positioning

Diversified funds: insights & positioning for advisers (PDF)

Diversified funds: insights & positioning for investors (PDF)

Adviser presentation packs

MLC wholesale fixed income funds update (PDF)

Update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond Portfolio

Investment update for financial advisers (PPTX)

MLC Popular Chart Pack (PPT)

Underlying strategy reports

These investment reports are for our alternatives and other strategies. These reports are for clients and are updated six monthly. There may be a delay in delivery due to valuation lags.

Global private equity strategy

The global private equity 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 some of MLC's diversified funds.

Global private assets strategy investment update (PDF 355KB)

Insurance-related investments strategy

The insurance-related investments strategy, managed by MLC’s Alternative Strategies team, uses carefully selected reinsurance managers from around the world. The strategy is used in some of MLC's diversified funds.

Insurance-related investment strategy investment update (PDF 109KB)

Derivative strategy

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 funds by the Capital Markets Research (CMR) team, the team responsible for managing the multi asset funds’ 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.

Derivative strategies investment update (PDF 60KB)