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MLC Index Plus portfolios launch with Lonsec’s highest rating

July 2017

Leading Australian wealth manager, MLC, is pleased to announce its new MLC Wholesale Index Plus portfolios have just been launched with Lonsec’s highest rating “Highly Recommended”.

This rating draws on Lonsec’s existing familiarity with a similar strategy that has been run by MLC’s investment team since 2010.

Jonathan Armitage, Chief Investment Officer, MLC said, “We are extremely pleased to have been awarded Lonsec’s highest investment product rating for the launch of Index Plus. The financial services industry is highly competitive and to achieve such an outstanding result for these products is testament to MLC’s focus and track-record for delivering quality solutions to our customers.”

The MLC Index Plus portfolios are three actively managed, multi-asset portfolios which provide investors with access to returns from investment markets through an intelligent blend of index, enhanced index and active strategies.

In awarding the rating Lonsec highlighted that these portfolios were much more than just index funds, “The rating is based on Lonsec’s continued high regard for the Fund’s investment team, risk management framework, and investment process. In particular, the Fund’s capital market research process is viewed as robust and innovative compared to peers.”

“As a customer-focused business, we understand that some investors are seeking lower-cost solutions that utilise both active and passive investments. By launching MLC Index Plus in addition to our existing MLC Inflation Plus and MLC Horizon portfolios, we can confidently say that we have solutions to meet a very broad range of customers’ needs,” Armitage said.

The MLC Index Plus portfolios are available on MLC Wrap and Navigator.

For further information:


Katherine Jimenez                                                    

M: +61 (0)476 837 119

Dimity Mannering

M: +61 (0)472 840 602

Lonsec Disclaimer

The Lonsec Rating (MLC9748AU - July 2017, MLC7849AU - July 2017 and MLC7387AU - July 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold MLC Investments product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. 

For further information regarding Lonsec’s Ratings methodology, please refer to our website at: 

Important information

This communication is an extract from the Federal Budget Analysis current as at 9 May 2017 and prepared by MLC Technical, part of GWM Adviser Services Limited ABN 96 002 071 749, AFSL 230692, a member of the National Australia Bank Group of Companies.

An investment with MLC is not a deposit or liability of, and is not guaranteed by NAB. Any advice in this communication is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice in this communication we recommend that you consider whether it is appropriate for your personal circumstances.