MLC Index Plus Portfolios
Each MLC Index Plus Portfolio offers an investment solution using mostly index managers who aim to provide similar returns to the market.
The Index Plus Portfolios benefit from the strength of MLC’s research capability, experience and knowledge of investing. Our proven approach to asset allocation includes strategic overlay, which makes adjustments to the asset allocation based on our medium-term view of the market environment.
MLC Index Plus Concept Card (PDF, 187KB)
The three portfolios in the series are:
MLC Index Plus Conservative Growth
The MLC Index Plus Conservative Growth Portfolio is for those investors who:
- prefer to take an index approach to managing the asset classes rather than a multi-manager approach
- want to invest in an approximately equal mix of defensive and growth assets
- want a portfolio with some long-term capital growth potential and can tolerate moderate to low volatility
MLC Index Plus Portfolios are currently only available through MLC MasterKey Business Super and MLC MasterKey Super & Pension Fundamentals.
MLC Index Plus Balanced Portfolio
The MLC Index Plus Balanced Portfolio is for those investors who:
- prefer to take an index approach to managing the asset classes rather than a multi-manager approach
- want to invest with a bias towards growth assets
- want a portfolio with a bias towards long-term capital growth potential and can tolerate moderate volatility
MLC Index Plus Portfolios are currently only available through MLC MasterKey Business Super and MLC MasterKey Super & Pension Fundamentals.
MLC Index Plus Growth Portfolio
MLC Index Plus Growth Portfolio is for those investors who:
- prefer to take an index approach to managing the asset classes rather than a multi-manager approach
- want to invest with a strong bias towards growth assets
- want a portfolio with some long-term capital growth potential and can tolerate moderate to low volatility
MLC Index Plus Portfolios are currently only available through MLC MasterKey Business Super and MLC MasterKey Super & Pension Fundamentals.