Enhancing MLC Managed Accounts
More opportunities. More access. Same simplicity.
We are enhancing the MLC Value and Premium Managed Accounts to give investors access to a broader range of investment opportunities, specialist managers and institutional quality strategies, while maintaining the managed account experience advisers and their clients value.
What is changing?
Expanded global equity opportunities
A refreshed global equity approach providing access to specialist managers, broader market opportunities and enhanced portfolio diversification.
New access to global smaller companies
Dedicated exposure to global small-cap companies, helping investors access opportunities beyond increasingly concentrated large-cap markets.
A new emerging markets capability
A specialist emerging markets allocation designed to deliver a more consistent active management experience at a competitive cost.
Access to private equity
A carefully managed allocation to private equity, providing access to opportunities traditionally reserved for institutional investors while managing liquidity within the broader portfolio structure.
Execution timeline
Introducing the MLC Access Series
To bring these opportunities to managed account investors, we are creating a suite of dedicated MLC Access Funds. These purpose built vehicles are designed to provide access to specialist investment capabilities, institutional pricing and opportunities not typically available through traditional platform menus.The initial Access funds focus on Global Public & Private Equity, Global Small Companies and Emerging Markets. These three building blocks were selected to address key portfolio opportunities identified by our investment team, helping to enhance diversification, expand access to specialist managers and provide exposure to areas of the market where active management can add value. The Global Public & Private Equity Fund also introduces a measured allocation to private equity, giving investors access to opportunities beyond listed markets while maintaining a practical and managed approach to liquidity.
Purpose built access to specialist strategies, without adding unnecessary complexity for advisers or their clients.
The benefits for investors
- Access to new asset classes and specialist investment managers.
- Exposure to institutional quality investment opportunities.
- A first step into private markets.
- Greater implementation flexibility and a structure designed to support future enhancements.
- Competitive pricing supported by MLC’s scale.
What stays the same
While the underlying portfolio structure is evolving, advisers and their clients can expect the same managed account experience, supported by transparent reporting, ongoing communications and access to MLC’s investment expertise.
Resources for advisers
Access practical materials to understand the enhancements and support conversations with clients.
We have your transparency covered
Now that the MLC Access Funds are live, Investment Central makes it easy for you and your clients to explore the managers and holdings that sit within each portfolio.
Using the portfolio tools, you can view the portfolio from a range of perspectives, helping you better understand portfolio construction and manager exposures. Monthly and quarterly reporting provides visibility of both the MLC Access Funds and the underlying holdings of each investment manager.
Platform availability
MLC Managed Account Strategies are available on MLC Expand and AMP North.
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Tanya Diaz
National Sales Manager – Multi Asset Investment
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Email: tanya.diaz@mlcam.com.au
Paul Ruggeri
Investment Specialist – Multi Asset Investments (VIC)
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Andrew Nguyen
Investment Specialist – Multi Asset Investments (VIC)
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Investment Specialist – Multi Asset Investments (NSW)
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Investment Specialist – Multi Asset Investments (QLD)
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Investment Specialist – Multi Asset Investments (WA / SA)
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National Manager – Investment Central and Adviser Engagement
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Manager – Investment Central
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