MLC FirstChoice Managed Account Strategies
Right hands on the wheel
We are one of Australia’s most experienced, institutional multi-asset investment managers providing you and your clients with access to one of the best resourced teams in the managed accounts market.
A singular focus
Asset management is our business, we don’t provide stand-alone research, consulting or product ratings services.
Portfolios designed to balance quality and sophistication
Diversified, actively managed solutions delivered at an attractive fee point.
Investment thinking that makes a difference
Access MLC’s deep asset allocation insights and portfolio construction expertise – the kind of thinking often not available through other managed accounts.
Practical client engagement and communication tools
Easy-to-understand and timely portfolio reporting and insights designed to support your client conversations and enhance your value proposition.
MLC FirstChoice Managed Accounts
Investment solutions focused on providing investors with above-inflation returns through an actively managed portfolio that’s extensively diversified across asset classes and specialist investment managers.
- Complete diversified investment solutions
- Actively managed at all levels: asset allocation and investment managers
- Professionally managed by MLC Asset Management’s investment experts
MLC FirstChoice Managed Account Strategies update
| Managed Account | Return objective (net of investment manager fees) |
Indicative asset mix & Resources |
MLC FirstChoice Conservative 30 |
RBA Cash +1.25% pa (over 3+ years) |
Super Pension |
| MLC FirstChoice Moderate 40 | CPI +1.25% pa (over 3+ years) |
Super Pension |
MLC FirstChoice Moderate 50 |
CPI +1.75% pa (over 3+ years) |
Super Pension |
| MLC FirstChoice Balanced 60 | CPI +2.25% pa (over 5+ years) |
Super Pension |
MLC FirstChoice Balanced 70 |
CPI +2.75% pa (over 5+ years) |
Super Pension |
MLC FirstChoice Growth 80 |
CPI +3.5% pa (over 7+ years) |
Super Pension |
MLC FirstChoice High Growth 98 |
CPI +4.5% pa (over 7+ years) |
Super Pension |
Supporting Documents
Portfolio changes adviser note (PDF, 898KB) (October 2023)
An Introduction to MLC FirstChoice portfolios (PDF 1.3MB) (October 2023)
Adviser Guide to Asset Allocation and Portfolio Construction (PDF 1.16MB) (October 2023)
SoA guide and example content (PDF 2.5MB)
Portfolio Holdings and Fees Summary Spreadsheet (PDF 70KB) (October 2023)
Portfolio Changes Adviser Note (September 2023)
More information
To learn more about
MLC Managed Account Strategies,
visit our website.
Talk to us on 1300 738 355 between
8:30am and 5:30pm AEDT,
Monday to Friday
Message usComplete our contact
form and one of our team
will get back to you.
