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MLC Inflation Plus portfolios 

The MLC Inflation Plus portfolios are actively-managed portfolios that aim to deliver returns above inflation over a particular time frame, whatever the ups and downs of the market. This gives investors more certainty they’ll get the returns they need to help achieve their financial goals.

MLC’s investment experts also aim to deliver a smoother path of returns than the market and limit the risk of big losses that can set investors back.

The MLC Inflation Plus portfolios give choice, expertise and access for investors to plan their future with more confidence.

 

Key features

  • Choice of three portfolios: a range of return targets and investment time frames to assist investors in achieving their financial goals
  • An above-inflation return objective: actively-managed portfolios targeting above inflation returns rather than simply relying on market performance. Investors can have more certainty about the returns they’ll achieve with MLC Inflation Plus
  • Focus on risk management: aiming to achieve target returns by carefully managing risk, particularly the risk of big losses that can set investors back. This also helps smooth the returns of the portfolios
  • Flexible asset allocation: by adjusting the mix of assets in the portfolios as markets change, the portfolios are better positioned to deliver returns and manage risk
  • Extensive diversification: invests in a wide range of mainstream assets (shares, bonds and cash) and alternative assets and strategies, through a number of different specialist investment managers, with the aim to provide investors’ a smoother path of returns in comparison to the market, and also limit the big losses that can permanently reduce investors’ wealth. The portfolios also benefit from the insights of specialist investment managers from all over the world through a multi-manager approach
  • Experience and track record: the ‘inflation plus’ approach has been successfully used by MLC to deliver results for investors since 2006, a period that included the global financial crisis
 

View the Investor Brochure (PDF)

 

How to invest

MLC Inflation Plus portfolios (invest within super)

 

Portfolio

Investment objective

(before fees and tax)

Timeframe to

achieve objective

Conservative

MLC Inflation Plus - Conservative

3.5% pa above inflation

3 years

Moderate

MLC Inflation Plus - Moderate

5% pa above inflation

5 years

Assertive

MLC Inflation Plus - Assertive

6% pa above inflation

7 years

 

Investors:

Accessing the MLC Inflation Plus portfolios is easy. You can invest through MLC MasterKey Super Fundamentals, MLC MasterKey Pension Fundamentals, or through your financial adviser.

Advisers:

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

Invest through a platform – through a 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

 

MLC Wholesale Inflation Plus portfolios (invest outside of super)

 

Portfolio

Investment objective

(before fees)

Timeframe to

achieve objective

Conservative

MLC Wholesale Inflation Plus - Conservative

3.5% pa above inflation

3 years

Moderate

MLC Wholesale Inflation Plus - Moderate

5% pa above inflation

5 years

Assertive

MLC Wholesale Inflation Plus - Assertive

6% pa above inflation

7 years

 

Investors:

Accessing the MLC Wholesale Inflation Plus portfolios is easy. You can invest through MLC MasterKey Investment Service Fundamentals, 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/inflationplus

ASX mFund Settlement Service:

If you don’t have an existing stockbroking account, contact a participating broker, such as nabtrade, today. A complete list of participating stockbrokers can be found on the ASX website.

 

Invest through a platform - investing outside a super or pension account

MLC MasterKey Investment Service Fundamentals

Download PDS

MLC Wrap Investments (Series 2)

Download PDS

MLC Navigator Investment Plan (Series 2)

Download PDS