Education hub
Multi-manager fund solutions
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 Portfolios | Performance chart | APIR Code |
|---|---|---|
| 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 |
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 Portfolios | Performance chart | APIR Code |
|---|---|---|
| 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 |
For further reports, insights and an overview of our range of diversified, easy-to-use managed account portfolios visit mlcam.com.au or go directly to reports.
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
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:
Go to MLCAM portfolio activity reports website for earlier updates
Download or view a collection of material to assist in discovering all there is to know about our multi-manager funds, including links to PDSs, TMDs and handy links.
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 Portfolios | Performance chart | APIR Code |
|---|---|---|
| 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 |
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 Portfolios | Performance chart | APIR Code |
|---|---|---|
| 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 |
For further reports, insights and an overview of our range of diversified, easy-to-use managed account portfolios visit mlcam.com.au or go directly to reports.
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
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:
Go to MLCAM portfolio activity reports website for earlier updates
Download or view a collection of material to assist in discovering all there is to know about our multi-manager funds, including links to PDSs, TMDs and handy links.
Education hub
Multi-manager fund solutions
