Resources
Reports and brochures
As advised in the information sent to investors in September 2023, changes were made to some MLC Trusts effective 30 November 2023. Please refer to the relevant Product Disclosure Statement for details.
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MLC MultiActive was formerly known as IOOF MultiMix. On 30 November 2023, the range was extended to include MLC MultiActive High Growth, MLC MultiActive Geared and MLC MultiActive Property, which were formerly known as MLC Wholesale Horizon 6 Share Portfolio, MLC Wholesale Horizon 7 Accelerated Growth Portfolio and Specialist Property Fund respectively.
Reports
MLC MultiActive Capital Stable Fund Profile
MLC MultiActive Conservative Fund Profile
MLC MultiActive Moderate Fund Profile
MLC MultiActive Balanced Fund Profile
MLC MultiActive Growth Fund Profile
MLC MultiActive High Growth Investment Report
MLC MultiActive Geared Investment Report
MLC MultiActive Australian Shares Fund Profile
MLC MultiActive Global Shares Fund Profile
MLC MultiActive Diversified Fixed Income Fund Profile
MLC MultiActive Property Fund Profile
View the latest Product Disclosure Statement and Target Market Determinations for the MLC MultiActive trusts here.
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MLC MultiSeries was formerly known as IOOF MultiSeries.
Reports
MLC MultiSeries 30 Fund Profile
MLC MultiSeries 50 Fund Profile
MLC MultiSeries 70 Fund Profile
MLC MultiSeries 90 Fund Profile
View the latest Product Disclosure Statement and Target Market Determinations for the MLC MultiSeries trusts here.
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Reports and brochures
View the latest Product Disclosure Statement and Target Market Determinations for the MLC Index Plus Trusts here.
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On 30 November 2023, the MLC Wholesale Inflation Plus Moderate Portfolio and MLC Wholesale Inflation Plus Assertive Portfolio were renamed MLC Real Return Moderate and MLC Real Return Assertive respectively. The MLC Wholesale Inflation Plus - Conservative Portfolio retains its name.
Reports and brochures
View the latest Product Disclosure Statement, Target Market Determinations and fund updates for the MLC Real Return trusts here.
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On 30 November 2023, MLC Wholesale Horizon 6 Share Portfolio and MLC Wholesale 7 Accelerated Growth Portfolio were renamed MLC MultiActive High Growth and MLC MultiActive Geared respectively. You can find more information in the MLC MultiActive section.
Reports and brochures
MLC Wholesale Horizon 2 Income Portfolio – Investment report
MLC Wholesale Horizon 3 Conservative Growth Portfolio – Investment report
MLC Wholesale Horizon 4 Balanced Portfolio – Investment report
MLC Wholesale Horizon 5 Growth Portfolio – Investment report
View the latest Product Disclosure Statement and Target Market Determinations for the MLC Wholesale Horizon trusts here.
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