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Separately Managed Account

  MLC Managed Account Strategies now available

There are now ten new multi-asset portfolios on Expand Essential and Expand Extra. The 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. 

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The Navigator integrated SMA ('the SMA'), available on Expand Essential and Expand Extra, offers portfolios that enable your clients to invest in a range of assets according to a defined investment strategy and objective.

The SMA offers two main types of portfolios – single sector portfolios, which include listed securities, and multi-asset portfolios, which may include listed securities, managed funds and cash investments.

The SMA provides a range of client benefits including beneficial ownership (non-Superannuation only), transparency of underlying assets, portability, and professional investment management.

Single sector model portfolios

Through single sector portfolios your clients can invest directly in listed securities such as Australian shares, Australian fixed income and Australian listed property while maintaining the benefits of professional investment management. With all the features of investing in a managed fund, and the transparency of beneficial ownership (non-Superannuation only), there are plenty of reasons to consider single sector portfolios for your clients.

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Multi-asset model portfolios

Multi-asset portfolios are professionally managed investments, which can invest in multiple asset classes and investment structures including managed funds, listed securities and cash investments. They’re a way for your clients to access these types of investments in a consolidated and transparent portfolio.

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  • Navigator Australia Limited ABN 45 006 302 987 AFSL 236466 (NAL) is the issuer of the Integrated SMA product, Expand Essential Investment, Expand Extra Investment. IOOF Investment Management Limited ABN 53 006 695 021 AFSL 230524 (IIML) is issuer and trustee of Expand Essential Super, Expand Essential Pension, Expand Extra Super and Expand Extra Pension. A Product Disclosure Statement (PDS) or other disclosure document in respect of these offers is available at or by calling 1800 517 124. 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. NAL and IIML are part of the group of companies comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group).

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