Resources
Flyers
Latest quarterly reporting resources
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Updated each calendar quarter, except for the MLC Popular Chart Pack which is updated six monthly.
MLC wholesale fixed income funds update (PDF)
Quarterly update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond Portfolio
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Updated each calendar quarter.
Benchmark-relative returns for portfolios, asset classes and managers (XLS)
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 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 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 insurance-related investments strategy, managed by MLC’s Alternative Strategies team, uses carefully selected reinsurance managers from around the world. MLC Inflation Plus portfolios’ and MySuper have allocations to the strategy. 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.
Strategy updates
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Changes to MLC’s fixed income strategies and Diversified Debt Fund - May 2022
Addition of insurance-related investments to MLC Horizon portfolios - January 2022
Addition of global listed infrastructure to MLC portfolios - October 2021
Changes to the Australian shares strategy in MLC Horizon and Index Plus - May 2021
Changes to the fixed income strategy in MLC Horizon and Index Plus - May 2021
Changes in MLC's global REITs strategy - April 2021
Strategy changes in MLC’s fixed income funds & MySuper - January 2021
Global shares manager change in MLC Inflation Plus - December 2020
MLC Horizon and Index Plus asset allocation changes - October 2020
Manager change in MLC's fixed income strategies - August 2019
Manager change in MLC's global shares strategies - March 2019
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