The MLC Inflation Plus portfolios target returns above inflation, regardless of what global markets are doing. They aim to deliver returns which can make a real difference to the quality of your retirement, while also carefully managing the risks that can negatively impact your savings.
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Our benchmark is a better retirement
Introducing the MLC Inflation Plus Portfolios
Inflation corrodes. Preserve your purchasing power.
Inflation is the rise in the cost of living. Over time, it reduces the purchasing power of your money, which means the same amount buys you less. By targeting above-inflation returns, the MLC Inflation Plus portfolios aim to maintain the value of your retirement savings, even as the cost of living rises.
We think about the worst so you can do your best.
The MLC Inflation Plus portfolios target returns above inflation by carefully managing risk, particularly by focusing on limiting the risk of big losses that can set back your investment.
Markets are always changing – you can’t simply ‘set and forget’ when you’re investing for the future. As markets change, we adjust the mix of assets in the portfolios so they are better positioned to deliver returns and manage risk.
MLC Inflation Plus portfolios:
- Offer choice of three portfolios which target returns above inflation over different timeframes
- Focus on limiting the risk of big losses that can set you back
- Adjust the mix of assets in the portfolio as markets change to capture returns and manage risk
- Diversify across a range of asset classes, strategies and investment managers.
Choose a portfolio that suits you
Choose from three portfolios that target different returns above inflation over different time frames.
| Portfolio | Investment objective (before fee) |
Timeframe to achieve objective |
Volatility profile | |
|---|---|---|---|---|
| Conservative | MLC Inflation Plus - Conservative | 3.5% pa above inflation | 3 years |  |
| Moderate | MLC Inflation Plus - Moderate | 5% pa above inflation | 5 years | |
| Assertive | MLC Inflation Plus - Assertive | 6% pa above inflation | 7 years |
Accessing the MLC Inflation Plus portfolios is easy. You can invest through an Investor Directed Portfolio Service, master trust or wrap.
The portfolios are available on:
- MLC MasterKey Fundamentals
- MLC MasterKey Business Super
- MLC MasterKey Personal Super
- MLC Wrap
- MLC Navigator
You can also invest directly with MLC through MLC Investment Trust. For more information about how to invest please see the Product Guide and following offer documents:
- MLC Wholesale Inflation Plus - Conservative Portfolio PDS
- MLC Wholesale Inflation Plus - Moderate Portfolio PDS
- MLC Wholesale Inflation Plus - Assertive Portfolio PDS
- MLC Wholesale Inflation Plus portfolios Initial Application Form
- MLC Wholesale Inflation Plus portfolios Additional Investment Form
- MLC Wholesale Inflation Plus portfolios Change of Details Form
- MLC Wholesale Inflation Plus portfolios Withdrawal Form
View the Investor Brochure.
| MLC Inflation Plus Portfolio | |
|---|---|
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