There are now six new multi-asset portfolios on MLC Wrap and Navigator. The new MLC Managed Account Strategies provide access to MLC’s proven investment expertise within a managed account. With Premium Model Portfolios that capture the return opportunities of active management and Value Model Portfolios that deliver the cost benefits of passive solutions, MLC Managed Account Strategies means you can give your clients real choice.
Our multi-asset portfolios available through the iSMA product are fully integrated into the MLC Wrap and MLC Navigator platforms. This means you can manage your client’s managed accounts on the platform in the same way as managed funds and shares.
12 multi-asset model portfolios addressing your client needs for growth or income.
The multi-asset portfolios are available on the MLC Wrap & Navigator super, pension and investment products. See availability section below for further details.
A $100,000 minimum initial investment on multi-asset portfolios means you can consider these iSMA portfolios for part or all the overall solution for your clients.
You can access further information about these products including the relevant offer documents at mlc.com.au.
You should consider the appropriateness of these products to your client’s circumstance prior to any recommendation being made.
|Asset class||Portfolio name||Investment manager||Model management fee (% p.a)|
|Multi-Asset: Diversified||MLC Premium Moderate||MLC Asset Management||0.305|
|MLC Premium Assertive||MLC Asset Management||0.305|
|MLC Premium Aggressive||MLC Asset Management||0.305|
|MLC Value Moderate||MLC Asset Management||0.254|
|MLC Value Assertive||MLC Asset Management||0.254|
|MLC Value Aggressive||MLC Asset Management||0.254|
|PIC Lifecycle Growth Moderate*||Lonsec Investment Solutions||0.305|
|PIC Lifecycle Growth Assertive*||Lonsec Investment Solutions||0.305|
|PIC Lifecycle Growth Aggressive*||Lonsec Investment Solutions||0.305|
|PIC Lifecycle Income Conservative*||Lonsec Investment Solutions||0.305|
|PIC Lifecycle Income Moderate*||Lonsec Investment Solutions||0.305|
|PIC Lifecycle Income Assertive*||Lonsec Investment Solutions||0.305|
|MLC Asset Management|
|MLC Asset Management|
*The Private Investment Consulting (PIC) multi-asset portfolios may be selected only by PIC Accredited Advisers. A PIC Accredited Adviser is an authorised representative of a licensee who has received accredited approval from PIC to access their services and the PIC labelled investment options. Multi-Asset Model Portfolios may invest in managed investment schemes which may expand your breadth of investment over additional securities and trusts increasing diversification.
SMA multi-asset portfolio options are available on the following super, pension and investment products.
|SMA Product Disclosure Statement – Part 1 of 2 (General information)|
|SMA Product Disclosure Statement – Part 2 of 2 (Model Menu)
|Understanding the Navigator integrated Separately Managed Account ('The iSMA) - User Guide for Advisers|
|SMA adviser brochure: Expand your clients' investment opportunities with SMA's|
|SMA client brochure: Expand your investment opportunities with SMA's|
Navigator Australia Limited ABN 45 006 302 987 AFSL 236466 is the issuer of the Integrated SMA product, MLC Wrap Investments Series 2 and MLC Navigator Investment Plan (Series 2). NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465 is the issuer of the MLC Navigator Retirement Plan (Series 2) and the MLC Wrap Super (Series 2). A Product Disclosure Statement (PDS) or other disclosure document in respect of these offers is available at mlc.com.au or by calling 132652. You should consider these disclosure documents in deciding whether to acquire, or continue to hold, each product. Any advice and information provided is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any information you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives. Navigator Australia Limited ABN 45 006 302 987 AFSL 236466 and NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465 are part of the National Australia Bank Group of Companies. An investment with MLC is not a deposit or liability of, and is not guaranteed by, NAB Limited. PIC portfolios available on the SMA can only be accessed by PIC Accredited Advisers. A PIC Accredited Adviser is an authorised representative of a licensee who has received accredited approval from PIC to access their services and the PIC labelled investment options. PIC is not the issuer or operator of the ISMA or any platform offering.