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Managed investment news

Keep up to date on our managed investment options for MLC Wrap, MLC Navigator (and associated alliances) and MLC MasterKey, by referring to the below updates or the investment manager’s websites.

Details of investments we've recently added or removed from our MLC Wrap, MLC Navigator products, as well as associated badges.

Investment Additons & Removals

  • Responsible Entity List of funds
    Principal Global Investors Principal Global Credit Opportunities Fund - PGI0001AU
    Perpetual Trust Services Limited Regal Long Short Australian Equity Fund - AMR0006AU
    Zurich Investment Management Limited Zurich Investments Unhedged Global Thematic Share Fund - ZUR0518AU
    MLC Investment Trust
    • MLC Wholesale Australian Share Fund - MLC0262AU
    • MLC Wholesale Australian Share Index Fund - MLC0893AU
    • MLC Wholesale Diversified Debt Fund - MLC0839AU
    • MLC Wholesale Global Property Fund - MLC0786AU
    • MLC Wholesale Global Share Fund - MLC0261AU
    • MLC Wholesale Hedged Global Share Fund - MLC0787AU ;
    • MLC Wholesale Horizon 1 Bond Portfolio - MLC0669AU
    • MLC Wholesale Horizon 2 Income Portfolio - MLC0670AU ;
    • MLC Wholesale Horizon 3 Conservative Growth Portfolio -MLC0398AU ;
    • MLC Wholesale Horizon 4 Balanced Portfolio - MLC0260AU ;
    • MLC Wholesale Horizon 5 Growth Portfolio - MLC0265AU ;
    • MLC Wholesale Horizon 6 Share Portfolio - MLC0397AU ;
    • MLC Wholesale Horizon 7 Accelerated Growth Portfolio - MLC0449AU ;
    • MLC Wholesale IncomeBuilder - MLC0264AU ;
    • MLC Wholesale Index Plus Balanced Portfolio - MLC7387AU ;
    • MLC Wholesale Index Plus Conservative Growth Portfolio - MLC7849AU ;
    • MLC Wholesale Index Plus Growth-Porfolio - MLC9748AU ;
    • MLC Wholesale Inflation Plus - Assertive Portfolio - MLC0667AU ;
    • MLC Wholesale Inflation Plus - Conservative Portfolio - MLC0921AU ;
    • MLC Wholesale Inflation Plus - Moderate Portfolio - MLC0920AU ;
    • MLC Wholesale Platinum Global Fund - MLC0317AU ;
    • MLC Wholesale Property Securities Fund - MLC0263AU
    Fairview Equity Partners Fairview Equity Partners Emerging Companies Fund - ANT0002AU
    Alpha Capital Management Pty Ltd
    Maple-Brown Abbott Limited
    Perpetual Investment Management Limited
    • Perpetual Balanced Growth Fund No. 2 - PER0013AU ;
    • Perpetual Global Share Fund - PER0031AU ;
    • Perpetual Pure Equity Alpha Fund - PER0668AU ;
    • Perpetual WS Smaller Co Fund No.2 - PER0259AU ;
    • Perpetual Wholesale Australian Share Fund - PER0049AU ;
    • Perpetual Wholesale Balanced Growth Fund - PER0063AU ;
    • Perpetual Wholesale Ethical SRI Fund - PER0116AU ;
    • Perpetual Wholesale Geared Australian Share Fund - PER0071AU ;
    • Perpetual Wholesale Global Share Fund - PER0733AU ;
    • Perpetual Wholesale Industrial Share Fund - PER0046AU ;
    • Perpetual Wholesale International Share Fund - PER0050AU ;
    • Perpetual Wholesale SHARE-PLUS Long-Short Fund - PER0072AU ;
    • Perpetual Wholesale Smaller Companies Fund - PER0048AU ;
    • Perpetual's Wholesale Concentrated Equity Fund - PER0102AU ;
    • Perpetual's Wholesale Diversified Growth Fund - PER0114AU ;
    • Perpetual's Wholesale Diversified Income Fund - PER0260AU ;
    • Perpetual's Wholesale Split Growth Fund - PER0066AU
    Invesco Australia Limited
    • INVESCO Wholesale Australian Share Fund - CNA0811AU ;
    • INVESCO Wholesale Diversified Growth Fund - Class A - CNA0806AU ;
    • INVESCO Wholesale Global Targeted Returns Fund - GTU0109AU ;
    • Invesco Wholesale Australian Smaller Companies Fund - Class A units - CNA0812AU ;
    • Invesco Wholesale Diversified Growth Fund Class R - GTU0097AU ;
    • Invesco Wholesale Global Opportunities Fund - Hedged - GTU0008AU ;
    • Invesco Wholesale Global Opportunities Fund - Unhedged - GTU0102AU ;
    • Invesco Wholesale Global Property Sec - Hedged - A - GTU0041AU ;
    • Invesco Wholesale Senior Secured Income Fund - CNA0805AU
      Candriam Sustainable Global Equity Fund - AAP0001AU