MLC Style funds

Our Style funds provide you with access to MLC's manager research capabilities and the ability to tailor a portfolio to match a desired investment style. 

Risk and return for asset classes

There are two main styles of investing

  1. Value managers favour stocks that appear fundamentally sound, but are trading at a discount to fair value due to a temporary negative market perception. 

    Forecasts are generally based on conservative future growth and valuation assumptions, around three to four years into the future.
  1. Growth managers favour stocks with future medium to long-term earnings growth that is expected to exceed that of the average for the market or industry in which they operate. 

    They typically evaluate the potential for growth over three to 20+ years.

Our Style funds offer:

  • manager diversification that lowers the impact if one manager underperforms
  • access to MLC's deep research capabilities
  • access to managers not usually available to retail investors
  • access to high conviction portfolios and tax aware investment managers.

Ratings

The MLC multi-manager Style funds are also rated by leading research houses:

Fund S&P ThreeSixty
MLC Global Share Value Style Fund Approved
MLC Global Share Growth Style Fund Approved
MLC Australian Share Value Style Fund Approved
MLC Australian Share Growth Style Fund Approved