MLC Wrap and Navigator Series 2 provides access to two investment lists, available on the one platform. Choose from our Core Investment List, or full Investment List based on your client’s needs.
The Core Investment List provides access to a focused range of high-quality investments from the MLC Horizon, Index Plus, and Inflation Plus portfolios, and the Cash Account with a simpler fee structure. The full Investment List features an extensive menu of quality, contemporary investments including:
- More than 350 managed investments
- More than 500 ASX-listed investments - including direct shares, exchange traded funds, listed investment companies and instalment warrants
- SMA model portfolios
- Term deposits
If your clients’ needs change based on their life stage or life event, we’ve made it easy to transition your clients between our Core Investment List and full Investment List. Together, they give you sophisticated choices to build a wide range of solutions for even more of your clients, whatever their life stage and goals.
For important managed investment updates, please refer to Investment News
Minimum initial investment
$20,000 without a Regular Investment Facility.
$3,000 with a Regular Investment Facility.
Minimum additional investments
$5,000 lump sum.
$200 for a Regular Investment Facility.
$500 minimum amount per withdrawal.
$100 for a Regular Withdrawal Facility.
The Cash Account is the central hub for managing transactions in and out of your client’s MLC Wrap and MLC Navigator Series 2 accounts. For the minimum Cash Account requirement, please refer to the relevant disclosure documents.