For comprehensive performance information for all of MLC's funds including:
Updated each calendar quarter, except for the MLC Popular Chart Pack which is updated six monthly.
|MLC wholesale fixed income funds update (PDF)
Quarterly update for the MLC Wholesale Diversified Debt Fund and MLC Wholesale Horizon 1 Bond Portfolio
|Investment update for financial advisers (PPT)|
|MLC Popular Chart Pack (PPT)|
Updated each calendar quarter.
|Manager insights (PDF)|
|Benchmark-relative returns for portfolios, asset classes and managers (XLS)
These reports are for clients and updated each calendar quarter. There may be a delay in delivery due to valuation lags.
|Derivative strategies (PDF)|
|Global private assets strategy (PDF)|
|Low Correlation Strategy investment update (PDF)|
|Defensive global shares strategy (PDF)|
|Insurance-related investments strategy (PDF)|
|Multi-asset real return strategy (PDF)|
MLC fund analysis for the last three months and 12 months. Updated every month.
|MLC Horizon 1 - Bond Portfolio||Download||Download|
|MLC Horizon 2 - Capital Stable Portfolio||Download||N/A|
|MLC Horizon 2 - Income Portfolio||N/A||Download|
|MLC Horizon 3 - Conservative Growth Portfolio||Download||Download|
|MLC Horizon 4 - Balanced Portfolio||Download||Download|
|MLC Horizon 5 - Growth Portfolio||Download||Download|
|MLC Horizon 6 - Share Portfolio||Download||Download|
|MLC Horizon 7 - Accelerated Growth Portfolio||Download||Download|