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MLC Index Plus portfolios

The MLC Index Plus portfolios are low-cost, diversified investment solutions, plus more.

Each portfolio gives you access to returns from investment markets through an intelligent blend of index and active investment strategies. They’re invested across a wide range of assets in and outside Australia.

Plus, the asset allocation of the portfolios is actively managed by MLC’s experienced investment team using their market-leading investment approach.

It’s an effective combination: MLC’s expertise in managing multi-asset portfolios, and carefully chosen index and active investment approaches, to provide low-cost market returns.

Each portfolio has a different asset allocation, designed to deliver a different level of return and volatility.

Key features

  • Complete diversified solutions: Exposure to a range of investment managers and asset classes, including Australian and global shares and fixed income and global property securities.  Use as your complete investment portfolio or as its core.
  • Cost-effective investing: To keep costs low, we use mainly index and index-based strategies to select investments. We actively manage some asset classes, like fixed income, where an active approach can make a real difference and is worth paying for.
  • Active management of the asset mix: Our investment experts can adjust the asset allocations, within defined limits, to help manage risk and returns as markets change.
  • MLC's expertise: Benefit from the insights of the experienced investment team that manages all of MLC’s multi-asset portfolios.
 

How to invest in the Fund

Portfolio

Minimum suggested time to invest

MLC Index Plus Conservative Growth Portfolio

4 years

MLC Index Plus Balanced Portfolio

5 years

MLC Index Plus Growth Portfolio

6 years

 

Direct investors:

Accessing the MLC Index Plus portfolios is easy. You can invest through MLC MasterKey Super & Pension Fundamentals (within super), MLC MasterKey Investment Service Fundamentals (outside of super), directly via MLC Investment Trust, or by contacting your financial adviser.

Advisers:

For more information on available platforms please speak with your MLC Representative or visit mlc.com.au

 

Invest through a platform - Super or pension account
 

MLC MasterKey Super and Pension Fundamentals


Download PDS

MLC MasterKey Business Super


Download PDS

MLC Wrap Super Series 2

Download PDS

MLC Navigator Retirement Plan Series 2
 

Download PDS


Invest through a platform - investment outside super or pension
 

MLC Wrap Investment Series 2

Download Financial Services Guide

MLC Navigator Investment Plan Series 2

Download Financial Services Guide