Diversified funds
Everyone has different ideas about how their money should be managed, so we’ve developed five sets of multi-manager diversified funds. Each set invests across a wide range of asset classes and investment managers.
Visit the prices and performance section for unit prices, annual distribution and performance commentaries, and further insights into how we're managing your money. And visit the Fund Profile Tool for the latest reports of all MLC funds.
If you’re looking for the investment options available in MLC MasterKey Business Super, MLC MasterKey Personal Super, MLC MasterKey Super & Pension Fundamentals or MLC MasterKey Term Allocated Pension, click here.
MLC Real Return
Targeting returns above inflation while managing market uncertainty.
The MLC Real Return trusts are actively-managed funds that aim to deliver returns above inflation over a particular period, through different investment environments. This gives investors more certainty they’ll get the returns they need to help achieve their financial goals.
On 30 November 2023, the MLC Inflation Plus Moderate Portfolio and the MLC Inflation Plus Assertive Portfolio were renamed MLC Real Return Moderate and MLC Real Return Assertive respectively. The MLC Inflation Plus Conservative Portfolio retains its name.
Latest fund reports
For MLC Real Return trusts, latest fund reports are available in prices and performance.
For performance and commentary for other MLC products, visit the Fund Profile Tool.
MLC Horizon
The MLC Horizon trusts are a range of actively managed funds designed to deliver returns above their investment objective, while managing risk.
Each trust has a different allocation to growth and defensive assets, which are expected to deliver different levels of returns, while exposed to different levels of volatility. These funds are managed within defined ranges so investors always know where their money is invested.
Latest fund reports
For MLC Horizon trusts, latest fund reports are available in prices and performance.
For performance and commentary for other MLC products, visit the Fund Profile Tool.
MLC Index Plus
Our low cost diversified funds are active where it matters most.
MLC Index Plus trusts are diversified funds that balance active and index management. Our approach keeps costs low and provides opportunities for returns similar to the market while actively managing risk.
(Not available through MLC MasterKey Investment Service Fundamentals)
Latest fund reports
For MLC Index Plus trusts, latest fund reports are available in prices and performance.
For performance and commentary for other MLC products, visit the Fund Profile Tool.
How to invest
Investment outside super or pension
MLC MasterKey Investment Service Fundamentals (PDF)
Expand Essential Investment (PDF)
Expand Extra Investment (PDF)
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