-
MLC wholesale fixed income funds update (PDF)
Update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond PortfolioInvestment update for financial advisers (PPTX) MLC Popular Chart Pack (PPT)
-
These reports are for clients and updated six monthly. There may be a delay in delivery due to valuation lags.
Derivative strategies (PDF) Global private equity strategy (PDF) Insurance-related investments strategy (PDF)
Latest fund reports
Super and pension
These fund reports are applicable to MLC MasterKey Super Fundamentals. For MLC MasterKey Business Super, MLC MasterKey Personal Super, MLC MasterKey Pension Fundamentals, and MLC MasterKey Term Allocated Pension visit the Fund Profile Tool opens in new window.
-
Simple choice MLC Stable Download MLC Conservative Balanced Download MLC Balanced Download MLC Growth Download MLC High Growth Download MLC Aggressive Download Low cost MLC Low Cost Conservative Balanced Download MLC Low Cost Balanced Download MLC Low Cost Growth Download Flexible MLC Flexible Moderate Download MLC Flexible Assertive Download Socially responsible MLC Socially Responsible Growth
Download
-
Cash and fixed interest MLC Cash N/A MLC Fixed Interest Download MLC Australian Fixed Interest Index Download NAB Term Deposit N/A Property MLC Property Download MLC Australian Property Index Download Australian shares MLC Australian Shares Download MLC IncomeBuilder Download MLC Australian Shares Index Download Antares Elite Opportunities Fund Download Antares High Growth Shares Fund Download Ausbil Australian Emerging Leaders Fund Download Fairview Equity Partners Emerging Companies Fund Download Investors Mutual Australian Share Fund Download Perpetual Australian Share Fund Download Schroder Wholesale Australian Equity Fund Download Global shares MLC International Shares Download MLC International Shares Index Download MLC International Shares Index (hedged) Download Altrinsic Global Equities Trust Download Platinum Asia Fund Download Platinum International Fund Download MLC Platinum Global Fund (closed) Download
We provide a detailed explanation of what we mean by our Simple choice, Low cost, Flexible, and Socially responsible investment groups in the investment options page, as well as full profiles of all our investment options.
Wholesale
These fund reports are applicable to MLC MasterKey Investment Service Fundamentals, Expand Essential and Expand Extra.
-
Portfolio MLC Horizon 1 - Bond Portfolio Download MLC Horizon 2 - Capital Stable Portfolio N/A MLC Horizon 2 - Income Portfolio Download MLC Horizon 3 - Conservative Growth Portfolio Download MLC Horizon 4 - Balanced Portfolio Download MLC Horizon 5 - Growth Portfolio Download MLC MultiActive High Growth (formerly MLC Horizon 6 – Share Portfolio) Download MLC MultiActive Geared (formerly MLC Horizon 7 – Accelerated Growth Portfolio) Download
-
Portfolio MLC Global Share Fund Download MLC Hedged
Global Share Fund
N/A
-
Portfolio MLC Diversified Debt Fund Download
-
Pre Select fund commentaries are updated each calendar quarter