Reports
Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.
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Portfolio activity reports
A check-in on our managed account strategies
Our monthly portfolio updates include performance, performance drivers, asset allocation and holdings. Reports for calendar quarters have additional information.
Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.
Investment Central
Investment Central aims to provide advisers the tools and support they need when using Managed Account Strategies. Visit Investment Central to learn more. about Investment Central
MLC Premium and Value Model Portfolio reports
CFS FirstChoice Managed Account Strategies reports
Click here to read latest CFS FirstChoice Managed Account Strategies reports.
Portfolio activity reports
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MLC Premium - Model Portfolio change - 3 December 2024
MLC Premium - Model Portfolio change - 27 August 2024
MLC Premium & Value - Model Portfolio change - 14 August 2024
MLC Premium - Model Portfolio change - 09 July 2024
MLC Value - Model Portfolio change - 04 July 2024
MLC Premium - Model Portfolio change - 27 May 2024
MLC Premium - Model Portfolio change - 08 May 2024
MLC Value - Model Portfolio change - 08 May 2024
MLC Premium - Model Portfolio change - 15 April 2024
MLC Value - Model Portfolio change - 04 April 2024
To invest in MLC Managed Account Strategies directly you must have received the Fund's PDS within Australia and be a resident in Australia.
Invest via your preferred platform:
Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Grow Wrap, Rhythm, Voyage and Netwealth.
If you would like more information, please contact your state-based Investment Specialist:
Tanya Diaz
National Sales Manager – Multi Asset Investment
Mobile: 0450 476 100
Email: tanya.diaz@insigniafinancial.com.au
Paul Ruggeri
Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0409 793 324
Email: paul.ruggeri@insigniafinancial.com.au
Megan Bonke
Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0436 617 551
Email: megan.bonke@insigniafinancial.com.au
Tim Casey
Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0439 440 035
Email: tim.casey@insigniafinancial.com.au
Tim Higgins
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0436 642 057
Email: tim.higgins@insigniafinancial.com.au
Michael Carroll
Investment Specialist – Multi Asset Investments (WA/SA)
Mobile: 0481 035 847
Email: michael.carroll@insigniafinancial.com.au
Andrew Nguyen
Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0451 219 454
Email: andrew.nguyen@insigniafinancial.com.au
James Winder
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0449 043 454
Email: james.winder@insigniafinancial.com.au
A check-in on our managed account strategies
With Anthony Golowenko, Senior Portfolio Manager
Contact us
1300 738 355
Monday to Friday, 8.30am to 5.30pm (AEST)
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