Resources
Flyers
Latest reporting resources
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MLC wholesale fixed income funds update (PDF)
Update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond Portfolio
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.
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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 some of MLC's diversified funds.
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. The strategy is used in some of MLC's diversified funds.
Insurance-related investment strategy investment update (PDF 109KB)
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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 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.
Strategy updates
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Changes to MLC's global shares strategies - June 2025
Changes to MLC's fixed income strategies - November 2024
Strategic asset allocation changes to MLC's multi-asset portfolios - September 2024
Changes to MLC’s global listed property strategies - September 2024
Changes to MLC’s Australian shares strategies - May 2024
Changes to MLC's global shares strategies - February 2024
Changes to MLC's fixed income strategies - October 2023
Changes to MLC's fixed income strategies - June 2023
Manager changes MLC's Index Plus global shares and global property strategies - January 2023
Changes to MLC's fixed income strategies - December 2022
Manager changes in MLC's global shares strategies - December 2022
Strategic asset allocation changes to MLC’s multi-asset portfolios - September 2022
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
Access to Investment Central, your powerful client engagement tool
Investment Central is your perfect client engagement partner to MLC Multi-Manager funds.
Investment Central will provide you with essential tools and support for selecting multi-asset solutions that align with your client’s investment needs.
- Ensure full transparency: Bring your clients’ portfolios to life with full transparency across their investment portfolios – deep dive into the underlying managers, asset classes, top holdings, and performance.
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- Create tailored portfolios: It’s a simple way to choose an MLC fund, SMA or create a blended portfolio that best suits your client and their risk profile.
Access more information on MLC Multi-Manager funds on Investment Central
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