Resources
Flyers
Latest reporting resources
-
MLC wholesale fixed income funds update (PDF)
Update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond Portfolio
Underlying strategy reports
These investment reports are for our alternatives and other strategies. These reports are for clients and are updated six monthly. There may be a delay in delivery due to valuation lags.
-
The global private equity strategy is managed by MLC's Private Equity team, which uses a combined multi-manager and co-investment approach to investing. The strategy is used in some of MLC's diversified funds.
Global private assets strategy investment update (PDF 355KB)
-
The insurance-related investments strategy, managed by MLC’s Alternative Strategies team, uses carefully selected reinsurance managers from around the world. The strategy is used in some of MLC's diversified funds.
Insurance-related investment strategy investment update (PDF 109KB)
-
Our derivative strategies are a combination of distinct risk reduction and efficient asset allocation strategies. The strategies are tailored to each of MLC’s multi-asset funds by the Capital Markets Research (CMR) team, the team responsible for managing the multi asset funds’ asset allocations. CMR works closely with our specialist in-house Derivatives team, seeking opportunities to achieve higher returns or manage risks using strategies that aren’t available when investing directly in assets.
Strategy updates
-
Changes to MLC's fixed income strategies - November 2024
Strategic asset allocation changes to MLC's multi-asset portfolios - September 2024
Changes to MLC’s global listed property strategies - September 2024
Changes to MLC’s Australian shares strategies - May 2024
Changes to MLC's global shares strategies - February 2024
Changes to MLC's fixed income strategies - October 2023
Changes to MLC's fixed income strategies - June 2023
Manager changes MLC's Index Plus global shares and global property strategies - January 2023
Changes to MLC's fixed income strategies - December 2022
Manager changes in MLC's global shares strategies - December 2022
Strategic asset allocation changes to MLC’s multi-asset portfolios - September 2022
Changes to MLC’s fixed income strategies and Diversified Debt Fund - May 2022
Addition of insurance-related investments to MLC Horizon portfolios - January 2022
Addition of global listed infrastructure to MLC portfolios - October 2021
Changes to the Australian shares strategy in MLC Horizon and Index Plus - May 2021
Changes to the fixed income strategy in MLC Horizon and Index Plus - May 2021
Changes in MLC's global REITs strategy - April 2021
Strategy changes in MLC’s fixed income funds & MySuper - January 2021
Global shares manager change in MLC Inflation Plus - December 2020
MLC Horizon and Index Plus asset allocation changes - October 2020
Manager change in MLC's fixed income strategies - August 2019
Manager change in MLC's global shares strategies - March 2019
Access to Investment Central, your powerful client engagement tool
Investment Central is your perfect client engagement partner to MLC Multi-Manager funds.
Investment Central will provide you with essential tools and support for selecting multi-asset solutions that align with your client’s investment needs.
- Ensure full transparency: Bring your clients’ portfolios to life with full transparency across their investment portfolios – deep dive into the underlying managers, asset classes, top holdings, and performance.
- Generate personalised reports: Create client-friendly investment reports in your practice’s branding.
- Create tailored portfolios: It’s a simple way to choose an MLC fund, SMA or create a blended portfolio that best suits your client and their risk profile.
Access more information on MLC Multi-Manager funds on Investment Central
Find out more
Access our latest insights on economic and market developments.
Meet the MLC investment team and portfolio specialists.
Complete our contact form and one of our team will get back to you.
