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MLC Core Investment List

Discover new investments for your clients on MLC Core

MLC Core Investment List

Discover new investments launching on Core

View upcoming adviser
webinars with access to the
latest news and insights

Providing cost-effective access to high-quality investment options for clients building super, nearing retirement, or in retirement, the Core Investment List (MLC Core) on MLC Wrap & Navigator Series 2 now provides even more choice and value.

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Quality investments 

Suitable for a wide range of client needs.

Choose from a range of managed funds and managed account model portfolios carefully designed to provide options for clients building super, nearing retirement, or in retirement.

Multi-asset funds

Access the MLC Horizon, Index Plus and Inflation Plus portfolios. The portfolios range from fully active to Index Plus, to suit a range of investment preferences and risk profiles.
 

Multi-asset SMA model portfolios

MLC’s new range of Managed Account Strategies links MLC’s proven investment expertise with all the business efficiencies and client benefits of the managed account structure. With Premium Model Portfolios that capture return and risk opportunities from active management and Value Model Portfolios that deliver the cost benefits of passive solutions, MLC Managed Account Strategies means you can give your clients real choice.
 

Antares Fixed Income Fund

The fund is an enhanced cash and short duration fixed income solution which helps clients generate a regular income while aiming to preserve capital and liquidity for when clients need it. The fund actively manages a diverse portfolio of high-quality short duration fixed income securities and cash, while carefully managing exposure to rising interest rates.

MLC Insights Webinar Series

Brought to you by MLC platforms, the MLC Insights Webinar Series provides advisers with access to the latest news and insights to help you find new opportunities and to support your practice. We will bring you topics such as technical strategies, investment insights, advice trends and more.

You can view upcoming webinars and register now.

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MLC investment approach

Prepare your clients for many futures.

MLC’s portfolios are designed and managed using our market-leading investment approach. You can access the portfolios as a fund or managed account, depending on your clients’ needs or preferences.

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Meet your clients’ evolving needs   

A cost-effective solution that grows with your clients over time.

Value for money

MLC Core is designed to provide your clients access to quality investments with a simple admin fee of $260 pa plus expense recoveries. MLC Core provides competitive outcomes for clients, which is supported by benchmarking from Chant West.

View Chant West report (PDF, 149 KB)

Easy transition

If your clients’ needs change over time, we’ve made it easy to transition your clients to our full Investment List. The full Investment List allows access to a more comprehensive range of investments as well as additional benefits like family linking discounts.

Related documents


Important information

Issued by MLC Wealth Limited ABN 97 071 514 264. The information in this flyer is correct as at November 2020 but may change in the future. Interests in MLC Wrap Super and MLC Navigator Retirement Plan are issued by NULIS Nominees (Australia) Limited, ABN 80 008 515 633, AFSL 236465, as trustee of the MLC Superannuation Fund, ABN 40 022 701 955. Interests in MLC Wrap Investments and MLC Navigator Investment Plan are issued by Navigator Australia Limited, ABN 45 006 302 987. Before making a decision to purchase or continue to hold a product, you should read the relevant PDS or Financial Services Guide, which can be obtained by calling us on 133 652. The information in this document is general information only and doesn't take into account your personal financial situation or individual needs.

More information

Speak to one of our BDMs to find out more about the Core Investment List and MLC Wrap and Navigator Series 2.

Contact us

Access additional information about our MLC Wrap & Navigator Series 2 platform and the full Investment List.

Find out more