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The MLC Index Plus portfolios are low-cost, diversified investment solutions, plus more.

Each portfolio gives you access to returns from investment markets through an intelligent blend of index and active investment strategies. They’re invested across a wide range of assets in and outside Australia.

Plus, the asset allocation of the portfolios is actively managed by MLC’s experienced investment team using their market-leading investment approach.

It’s an effective combination: MLC’s expertise in managing multi-asset portfolios, and carefully chosen index and active investment approaches, to provide low-cost market returns.

Each portfolio has a different asset allocation, designed to deliver a different level of return and volatility.

Key features

  • Complete diversified solutions: Exposure to a range of investment managers and asset classes, including Australian and global shares and fixed income and global property securities.  Use as your complete investment portfolio or as its core.
  • Cost-effective investing: To keep costs low, we use mainly index and index-based strategies to select investments. We actively manage some asset classes, like fixed income, where an active approach can make a real difference and is worth paying for.
  • Active management of the asset mix: Our investment experts can adjust the asset allocations, within defined limits, to help manage risk and returns as markets change.
  • MLC’s expertise: You can benefit from the insights of the experienced investment team that manages all of MLC’s multi-asset portfolios.

View the investor brochure.

View the product disclosure statements:

MLC Wholesale Index Plus Conservative Growth Portfolio PDS (PDF, 307KB)

MLC Wholesale Index Plus Balanced Portfolio PDS (PDF, 279KB)

MLC Wholesale Index Plus Growth Portfolio PDS (PDF, 278KB)

Performance and commentary
Take a look at the latest performance information, asset allocation, fund commentary and the fund’s investment managers available at our Fund Profile Tool
Annual distribution commentary
Detailed information about our managers

Do you have any questions about Investments?

Here are some of the more common questions we get asked: