MLC’s Core Investment List has reached over $500 million in funds under management since its launch in April 2020. The Core Investment List has achieved strong momentum due to its easy access to our high-quality multi-asset portfolios at a competitive admin fee, while still accessing many of the great features available on MLC Wrap & Navigator Series 2. We’ve also made it easy to transition to the full Investment List should your clients’ needs change over time.
Watch our video to find out more about our Core Investment List and full Investment List offerings available on MLC Wrap and Navigator Series 2.
with the Core Investment List and full Investment List, you can build a wide range of solutions for even more of your clients
to help you implement sophisticated wealth strategies for your clients.
so you can offer more value to clients
that offers holistic financial solutions.
|MLC Wrap Super Series 2 Product Disclosure Statement (PDF)|
|MLC Wrap Super Series 2 How to Guide (PDF)|
|MLC Wrap Super Series 2 Investment List (formerly Investment Menus) (XLSX)|
|MLC Navigator Retirement Plan Series 2 Product Disclosure Statement (PDF)|
|MLC Navigator Retirement Plan Series 2 How to Guide (PDF)|
|MLC Navigator Retirement Plan Series 2 Investment List (formerly Investment Menus) (XLSX)|
|NAB Professional Funds Account Terms and Conditions (PDF)|
Issued by National Wealth Management Services Limited ABN 97 071 514 264. The information in this flyer is correct as at 20 February 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.
National Australia Bank Limited ABN 12 004 044 937, AFSL 230686.
MLC Limited uses the MLC brand under licence. MLC Limited is a part of the Nippon Life Insurance Group and not part of the NAB Group of Companies.