Skip to Content

Investment Approach


Deep Experience. Market-leading investing.

We’ve been looking after Australians' financial needs for more than 125 years. So when you invest with us, you’re with one of Australia’s most experienced wealth managers.

For more than 25 years we’ve been designing multi-manager portfolios to help investors achieve their goals. We use specialist investment managers in our portfolios. We have expert in-house managers and the experience and resources to find some of the best managers from around the world.

Using our market-leading investment approach, we structure our portfolios to deliver more reliable returns across many potential market environments.

Find out about the investment philosophy that guides how we manage your money, our investment process and the managers we use in our portfolios.

There are four key aspects to our market-leading investment approach. Each trust in the MLC Investment Trust usees the aspects of our approach to investing that are relevant to it.

Investment philosophy

The core of any successful investment is a clear investment philosophy. MLC’s investment philosophy defines the kind of investor we are and, most importantly, how we manage your money.

These four beliefs are the foundation of our business:

  • We can manage uncertainty about the future by considering many possible market environments.
  • We are risk managers, not risk avoiders.
  • We are responsible for all aspects of our portfolios.
  • We will never be complacent.

We believe that by applying this philosophy, we can deliver more reliable returns to you.

Our approach to investing - the way we design, construct, implement and manage our portfolios - is built around this philosophy.