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Introducing our new Core Investment List

Available on MLC Wrap and Navigator Series 2

Contact a BDM

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.

MLC Wrap and Navigator Series 2

More choice

with the Core Investment List and full Investment List, you can build a wide range of solutions for even more of your clients

Extensive capabilities

to help you implement sophisticated wealth strategies for your clients.

Competitive pricing

so you can offer more value to clients

A renowned brand

that offers holistic financial solutions.

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More investment choice

for every client, now available on the one platform.

Two investment lists, one platform. That’s more choice for every client.

  • Our 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 portfolios are designed by MLC’s market leading approach to investing and draw on the expertise of some of the world’s best managers – including in-house specialists and external managers – to create portfolios that aim to deliver superior investment outcomes. Find out more about the MLC portfolios.
  • Our full Investment List features an extensive menu of quality, contemporary investments including over 350 managed funds, 500 ASX-listed investments, term deposits and Separately Managed Account (SMA) model portfolios.

    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 more information, see our MLC Wrap Series 2 (XLSX) or MLC Navigator Retirement Plan Series 2 Investment (XLSX) lists. For important managed investment updates, see our Investment News.

MLC Wrap and Navigator Series 2 Core Investment List and Full Investment List


Cash Account

The Cash Account is used for all transactions on your client’s account. Click here to view the MLC Wrap Cash Account and MLC Navigator Cash Account information.

Integrated Insurance

MLC Insurance can also offer your clients cover against the financial consequences of injury, sickness or death. Find out more about the range of insurance options available here.

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Extensive capabilities

We’re committed to investing in our platforms to support you and your clients now and into the future.

Our extensive capabilities help streamline your advice process and implement sophisticated strategies. At the same time, our in-depth reporting and insights help to inform your decision-making and drive business efficiencies.

  • Managed Account and tailored portfolio functionality

    Streamline your advice process with our ready-made Separately Managed Account (SMA) or DIY model portfolios.
  • In-depth reporting and insights

    Keep informed with in-depth reporting and insights, helping you to guide client conversations and make decisions to benefit your clients and your practice.
  • Unique fast-track transacting

    Make sure your clients never miss an opportunity with quicker access to funds.
  • Seamless transition to retirement

    MLC Wrap and Navigator gives your clients control and flexibility to build a super or pension portfolio. It’s the one account when working to save for retirement in super, transitioning to retirement to supplement employment income, or enjoying full-time retirement.
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Competitive pricing

so you can offer more value to clients

Our new Core Investment List makes our platform even more competitive, so you can offer more value to your clients.

In 2019 we reduced the fees on MLC Wrap and Navigator for existing and new clients – now we’re doing even more. Our new Core Investment List is designed to give more clients access to our high-quality investments with a competitive administration fee.

Our new fee changes are all about providing more competitive outcomes for clients, which is supported by benchmarking from Chant West.
 

View Chant West report


Note: The benchmarking material included has been provided Chant West. Chant West is solely liable for this information.

Your clients can also access additional benefits including family linking (available for clients invested in the full Investment List only) and fee aggregation for super and pension accounts, which could reduce the fees they pay.

For the most up-to-date information on our fees and costs, see our MLC Wrap Super Series 2 Product Disclosure Statement (PDF) or our MLC Navigator Retirement Plan Series 2 Product Disclosure Statement (PDF).

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A renowned brand

that offers holistic financial solutions.

We’re one of the largest and most well-known Australian wealth management specialists. We’re building wealth for 1.2 million customers, helping manage their super, investments and insurance.

Further information

Important Information

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.

 

To find out more, contact a BDM or call us on 133 652.