Investment solutions

Fund information

Discover the key features for each of our multi-manager range of funds by downloading this handy flyer here.

Download the MultiSeries and MultiActive latest month end performance summary.

Go to the MLC SMAs, Index Plus, Real Return and Horizon latest performance link here

Fund dashboard and performance charting

Access all fund information below by clicking on a fund to discover ratings, asset class diversification and underlying managers, top holdings and fund highlights plus a dynamic charting tool to compare fund performance. Even build your own portfolio and generate PDF charting reports.

MLC SMA Portfolio Strategies

Designed to suit a range of needs, MLC SMA Portfolio Strategies provide transparent, diversified solutions for clients with different goals, time horizons and fee expectations.

MLC performance link (Funds and SMAs)

MLC SMA dashboard and performance charting

Access information for both the Premium and Value model portfolios below, by clicking on a portfolio to discover strategy and objective, asset class diversification and underlying managers, direct equities and portfolio highlights plus a dynamic charting tool to compare portfolio performance.

Investment solutions focused on providing investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes, specialist investment managers, and stocks.

MLC Premium Model PortfoliosPerformance chartAPIR Code
MLC Premium Conservative 30NUN2093AU
MLC Premium Moderate 50NUN6749AU
MLC Premium Balanced 70NUN4773AU
MLC Premium Growth 85NUN0962AU
MLC Premium High Growth 98NUN8186AU

Investment solutions focused on providing investors with above-inflation returns through expertly managed, low-cost portfolios that are diversified across asset classes, and blend the strengths of active and index management.

MLC Value Model PortfoliosPerformance chartAPIR Code
MLC Value Conservative 30NUN6335AU
MLC Value Moderate 50NUN7096AU
MLC Value Balanced 70NUN4731AU
MLC Value Growth 85NUN5432AU
MLC Value High Growth 98NUN0784AU
Access high-quality fund managers

Within our portfolios, we access high-quality external fund managers through a rigorous and disciplined fund manager selection process. This includes specialist programs and expertise.

We’ve recently completed a review of the strategic asset allocation benchmarks for our multi-asset portfolios to ensure they remain relevant. This involved considering new asset classes and available strategies, changes in the competitive landscape, and risk and return efficiency of the portfolios. As a result, we’ve implemented some changes, you can download the PPT of changes here.


Funds affected are:

  • MLC Index Plus
  • MLC MultiSeries
  • Pre Select

Summary of changes:

  • Reduced benchmark allocations to Alternatives
  • Increased benchmark allocations to Fixed income
  • Aligning MultiSeries asset classes with MultiActive

Discover the latest manager changes including latest strategy updates:

Insights & portfolio positioning

Download the latest in depth insights & portfolio positioning report here.

The insights & portfolio positioning report gives you highlights, economic events driving markets, and asset class return expections for the quarter. Plus key portfolio activities during the quarter for MultiActive, MultiSeries, Horizon, Real Return, Index Plus range of funds, and MLC managed account strategies.

Fund information

Discover the key features for each of our multi-manager range of funds by downloading this handy flyer here.

Download the MultiSeries and MultiActive latest month end performance summary.

Go to the MLC SMAs, Index Plus, Real Return and Horizon latest performance link here

Fund dashboard and performance charting

Access all fund information below by clicking on a fund to discover ratings, asset class diversification and underlying managers, top holdings and fund highlights plus a dynamic charting tool to compare fund performance. Even build your own portfolio and generate PDF charting reports.

MLC SMA Portfolio Strategies

Designed to suit a range of needs, MLC SMA Portfolio Strategies provide transparent, diversified solutions for clients with different goals, time horizons and fee expectations.

MLC performance link (Funds and SMAs)

MLC SMA dashboard and performance charting

Access information for both the Premium and Value model portfolios below, by clicking on a portfolio to discover strategy and objective, asset class diversification and underlying managers, direct equities and portfolio highlights plus a dynamic charting tool to compare portfolio performance.

Investment solutions focused on providing investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes, specialist investment managers, and stocks.

MLC Premium Model PortfoliosPerformance chartAPIR Code
MLC Premium Conservative 30NUN2093AU
MLC Premium Moderate 50NUN6749AU
MLC Premium Balanced 70NUN4773AU
MLC Premium Growth 85NUN0962AU
MLC Premium High Growth 98NUN8186AU

Investment solutions focused on providing investors with above-inflation returns through expertly managed, low-cost portfolios that are diversified across asset classes, and blend the strengths of active and index management.

MLC Value Model PortfoliosPerformance chartAPIR Code
MLC Value Conservative 30NUN6335AU
MLC Value Moderate 50NUN7096AU
MLC Value Balanced 70NUN4731AU
MLC Value Growth 85NUN5432AU
MLC Value High Growth 98NUN0784AU
Access high-quality fund managers

Within our portfolios, we access high-quality external fund managers through a rigorous and disciplined fund manager selection process. This includes specialist programs and expertise.

We’ve recently completed a review of the strategic asset allocation benchmarks for our multi-asset portfolios to ensure they remain relevant. This involved considering new asset classes and available strategies, changes in the competitive landscape, and risk and return efficiency of the portfolios. As a result, we’ve implemented some changes, you can download the PPT of changes here.


Funds affected are:

  • MLC Index Plus
  • MLC MultiSeries
  • Pre Select

Summary of changes:

  • Reduced benchmark allocations to Alternatives
  • Increased benchmark allocations to Fixed income
  • Aligning MultiSeries asset classes with MultiActive
Changes to MLC’s Australian shares strategies as at May 2024.

The combining of our investment teams, philosophy and processes has created an opportunity to align and further enhance our investment strategies – as part of our continuing pursuit of high performance. We are pleased to announce that this has now been completed for Australian shares. There is now complete alignment in the Australian shares strategies within MLC MultiActive, MLC Wholesale and Pre-Select. Enhancements have been made to the Australian shares strategy in MLC MultiSeries.

Download the manager changes PDF


Discover the latest manager changes including latest strategy updates:

Insights & portfolio positioning

Download the latest in depth insights & portfolio positioning report here.

The insights & portfolio positioning report gives you highlights, economic events driving markets, and asset class return expections for the quarter. Plus key portfolio activities during the quarter for MultiActive, MultiSeries, Horizon, Real Return, Index Plus range of funds, and MLC managed account strategies.