The Navigator integrated SMA ('the iSMA'), available on MLC Wrap and MLC Navigator (including Series 2 and associated badges), offers portfolios that enable your clients to invest in a range of assets according to a defined investment strategy and objective. The iSMA 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 iSMA provides a range of client benefits including beneficial ownership (non-Superannuation only), transparency of underlying assets, portability, and professional investment management.
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 iSMA single sector portfolios for your clients.
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.
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.