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MLC funds maintain highest rating by LonsEC

tuesday 7 March

Leading Australian wealth manager MLC has announced its MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios have all maintained Lonsec's highest rating, "Highly Recommended".

"We're extremely pleased to have retained Lonsec's highest rating across our suite of multi-asset portfolios. To have such strong endorsement across our outcome-orientated MLC Inflation Plus, traditional MLC Horizon 2-7 suite and MLC Index Plus portfolios shows the strength of our investment team and processes," said Jonathan Armitage, Chief Investment Officer, MLC.

"Ensuring our range of investment solutions continue to meet a broad range of customers' needs is at the heart of what we do each day, so maintaining Lonsec's highest ratings further supports our investors' decision to trust us to manage their money," he added.

In its ratings research notes, Lonsec referenced MLC’s  long and respected heritage in multi-asset investing, experienced and highly regarded Capital Markets Research team, comprehensive and robust asset allocation process, and strong support in manager research, investment risk and derivatives capabilities.

The MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios are diversified, multi-asset investment portfolios which are managed using MLC's Investment Futures Framework, a proprietary process that measures portfolio risk in over 50 different economic scenarios.


The Lonsec Rating (MLC0870AU assigned March 2017, MLC0871AU assigned March 2017, MLC0869AU assigned March 2017, MLC0670AU assigned March 2017, MLC0398AU assigned March 2017, MLC0260AU assigned March 2017, MLC0265AU assigned March 2017, MLC0397AU assigned March 2017, MLC0449AU assigned March 2017, MLC0667AU assigned March 2017, MLC0921AU assigned March 2017, MLC0920AU assigned March 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 Investment Management 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: