MLC Real Return
It’s no coincidence that when market volatility heats up, so do the questions from your clients. If they’re retired, market falls can have a significant impact on their lifestyle.
Having an investment solution that’s managed with a focus on the big losses that can set back their investments, can certainly help the conversation.
MLC Real Return is a flexible, diversified solution aiming to achieve above-inflation returns while managing the risk of significant negative returns, making it different to most traditional funds.
On 30 November 2023, the MLC Inflation Plus Moderate Portfolio and MLC Inflation Plus Assertive Portfolios were renamed MLC Real Return Moderate and MLC Real Return Assertive. The MLC Inflation Plus Conservative Portfolio retains its existing name.
MLC Wholesale Inflation Plus - Conservative Portfolio
Aims to deliver a return of 2% pa above inflation (after management costs), subject to limiting the risk of negative returns over 3 year periods.
MLC Real Return Moderate
Aims to deliver a return of 3.5% pa above inflation (after management costs), subject to limiting the risk of negative returns over 5 year periods.
MLC Real Return Assertive
Aims to deliver a return of 4.5% pa above inflation (after management costs), subject to limiting the risk of negative returns over 7 year periods.
