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MLC Index Plus portfolios

Low cost, diversified investing, plus more

At MLC, we know some investors want a well-diversified portfolio, without high fees.

The MLC Index Plus portfolios give you this, plus more.

Each portfolio provides low-cost access to market returns, and a wide range of assets across the world, through an intelligent blend of index and active investment strategies.

Plus, MLC’s experienced investment team actively manages the asset allocation of the portfolios using their market-leading investment approach. In constantly changing markets, they make active decisions about what mix of assets and strategies can best achieve the portfolios’ objectives.

Each portfolio has a different asset allocation, designed to deliver different levels of return over different time frames.

 

MLC Index Plus Conservative Growth Portfolio

The portfolio aims to provide a return that meets its benchmark (before fees) over three-year periods, while managing risk.

MLC Index Plus Balanced Portfolio

The portfolio aims to provide a return that meets its benchmark (before fees) over four-year periods, while managing risk.
 

MLC Index Plus Growth Portfolio

The portfolio aims to provide a return that meets its benchmark (before fees) over five-year periods, while managing risk.
 

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