Managed Account strategies

Portfolio information

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.

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

Adviser webinars

Gain insights from the professionals behind MLC Managed Account Strategies at our upcoming quarterly adviser webinar. Register today.

Portfolio performance
Performance charting

Discover 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

Adviser webinars

Gain insights from the professionals behind MLC Managed Account Strategies at our upcoming quarterly adviser webinar. Register today.

Portfolio profiles

Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.

Click here to view the platform availability of the SMAs.

MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

NUN6335AU

MLC Value Moderate 50

NUN7096AU

MLC Value Balanced 70

NUN4731AU

MLC Value Growth 85

NUN5432AU

MLC Value High Growth 98

NUN0784AU

MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

NUN2093AU

MLC Premium Moderate 50

NUN6749AU

MLC Premium Balanced 70

NUN4773AU

MLC Premium Growth 85

NUN0962AU

MLC Premium High Growth 98

NUN8186AU

AMP North - MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

NTH0421

MLC Value Moderate 50

NTH0422

MLC Value Balanced 70

NTH0423

MLC Value Growth 85

NTH0424

MLC Value High Growth 98

NTH0425

AMP North - MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

NTH0416

MLC Premium Moderate 50

NTH0417

MLC Premium Balanced 70

NTH0418

MLC Premium Growth 85

NTH0419

MLC Premium High Growth 98

NTH0420

Netwealth - MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

MACC000771

MLC Value Moderate 50

MACC000772

MLC Value Balanced 70

MACC000773

MLC Value Growth 85

MACC000774

MLC Value High Growth 98

MACC000775

Netwealth - MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

MACC000766

MLC Premium Moderate 50

MACC000767

MLC Premium Balanced 70

MACC000768

MLC Premium Growth 85

MACC000769

MLC Premium High Growth 98

MACC000770

Managed AccountSuperPension
APIR CodeMonthly reportQuarterly reportAPIR CodeMonthly reportQuarterly report

MLC FirstChoice Conservative 30

CFSMA-92360

CFSMA-92361

MLC FirstChoice Moderate 40

CFSMA-93717

CFSMA-93716

MLC FirstChoice Moderate 50

CFSMA-92364

CFSMA-92365

MLC FirstChoice Balanced 60

CFSMA-93719

CFSMA-93718

MLC FirstChoice Balanced 70

CFSMA-92366

CFSMA-92366

MLC FirstChoice Growth 80

CFSMA-92368

CFSMA-92369

MLC FirstChoice High Growth 98

CFSMA-92370

CFSMA-92371

SMA research & ratings

MLC SMA Portfolio Strategies have been rated Outstanding by independent research firm SQM Research.

Download the MLC SMA Value Portfolios report

Download the MLC SMA Premium Portfolios report

sma-research-image

Disclaimer SQM Research:
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

The quarterly portfolios updates & insight report gives you highlights, economic events driving markets, and asset class return expectations for the quarter. Plus, key portfolio activities during the quarter for our multi-manager funds and the MLC managed account strategies.


Download the latest in-depth insight & portfolio positioning here:


PDF reports: PowerPoint presentations:

This guide outlines MLC’s active manager selection process across the Value and Premium Managed Account Series. It highlights our research-driven approach, key portfolio construction principles, and the rationale behind each manager appointment—designed to support informed conversations with clients.


Portfolio information

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.

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

Adviser webinars

Gain insights from the professionals behind MLC Managed Account Strategies at our upcoming quarterly adviser webinar. Register today.

Portfolio performance
Performance charting

Discover 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

Adviser webinars

Gain insights from the professionals behind MLC Managed Account Strategies at our upcoming quarterly adviser webinar. Register today.

Portfolio profiles

Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.

Click here to view the platform availability of the SMAs.

MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

NUN6335AU

MLC Value Moderate 50

NUN7096AU

MLC Value Balanced 70

NUN4731AU

MLC Value Growth 85

NUN5432AU

MLC Value High Growth 98

NUN0784AU

MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

NUN2093AU

MLC Premium Moderate 50

NUN6749AU

MLC Premium Balanced 70

NUN4773AU

MLC Premium Growth 85

NUN0962AU

MLC Premium High Growth 98

NUN8186AU

AMP North - MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

NTH0421

MLC Value Moderate 50

NTH0422

MLC Value Balanced 70

NTH0423

MLC Value Growth 85

NTH0424

MLC Value High Growth 98

NTH0425

AMP North - MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

NTH0416

MLC Premium Moderate 50

NTH0417

MLC Premium Balanced 70

NTH0418

MLC Premium Growth 85

NTH0419

MLC Premium High Growth 98

NTH0420

Netwealth - MLC Value Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Value Conservative 30

MACC000771

MLC Value Moderate 50

MACC000772

MLC Value Balanced 70

MACC000773

MLC Value Growth 85

MACC000774

MLC Value High Growth 98

MACC000775

Netwealth - MLC Premium Model PortfoliosAPIR CodeFact sheetMonthly reportQuarterly report

MLC Premium Conservative 30

MACC000766

MLC Premium Moderate 50

MACC000767

MLC Premium Balanced 70

MACC000768

MLC Premium Growth 85

MACC000769

MLC Premium High Growth 98

MACC000770

Managed AccountSuperPension
APIR CodeMonthly reportQuarterly reportAPIR CodeMonthly reportQuarterly report

MLC FirstChoice Conservative 30

CFSMA-92360

CFSMA-92361

MLC FirstChoice Moderate 40

CFSMA-93717

CFSMA-93716

MLC FirstChoice Moderate 50

CFSMA-92364

CFSMA-92365

MLC FirstChoice Balanced 60

CFSMA-93719

CFSMA-93718

MLC FirstChoice Balanced 70

CFSMA-92366

CFSMA-92366

MLC FirstChoice Growth 80

CFSMA-92368

CFSMA-92369

MLC FirstChoice High Growth 98

CFSMA-92370

CFSMA-92371

SMA research & ratings

MLC SMA Portfolio Strategies have been rated Outstanding by independent research firm SQM Research.

Download the MLC SMA Value Portfolios report

Download the MLC SMA Premium Portfolios report

sma-research-image

Disclaimer SQM Research:
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

The quarterly portfolios updates & insight report gives you highlights, economic events driving markets, and asset class return expectations for the quarter. Plus, key portfolio activities during the quarter for our multi-manager funds and the MLC managed account strategies.


Download the latest in-depth insight & portfolio positioning here:


PDF reports: PowerPoint presentations:

This guide outlines MLC’s active manager selection process across the Value and Premium Managed Account Series. It highlights our research-driven approach, key portfolio construction principles, and the rationale behind each manager appointment—designed to support informed conversations with clients.