MLC is pleased to announce it has just won the Multi-Asset Real Return category at the 2017 Professional Planner Zenith Fund Awards for the MLC Inflation Plus portfolios.
Jonathan Armitage, Chief Investment Officer, MLC said, "We’re delighted to have won the Multi-Asset Real Return category for the second year in a row, and third time in four years.
This award is testament to Zenith's high level of conviction in our capital markets research team led by Dr Susan Gosling, as well as our market-leading scenario based process, the Investment Futures Framework.”
The results of the awards are based on Zenith’s conviction in the manager, MLC’s scenarios investment approach and expectations of the Inflation Plus strategies going forward. The Inflation Plus strategies currently hold the highest rating of Highly Recommended by Zenith, as well as being rated Highly Recommended by Lonsec Research.
MLC were also nominated as a finalist in the Multi-Asset Diversified category, which further reinforces MLC’s strength to deliver investment outcomes for a broad range of clients.
The Inflation Plus portfolios aim to achieve above inflation returns by carefully managing risk and have combined funds under management of more than $2.7 billion.
The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 6, 2017 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
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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: