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MLC's performance ratings & awards

It’s great to see that doing the right thing has paid off. We’re proud to receive the following awards and ratings for the MLC Super Fund products in recognition of our strong position in the superannuation and wealth market.

View the latest MLC performance update

Super fund of the year awards winner 2024 for advice offering

10th Annual Super Fund of the Year Awards

Winner – Advice Offering

MLC Super Fund

Why we won

MLC Super Fund won Advice Offering awards based on the range, capability, quality and uptake of its advice offering to members.

Super fund of the year awards finalist 2024 for choice insurance offering
Super fund of the year awards finalist 2024 for service quality
Super fund of the year awards finalist 2024 for retirement offering of the year

10th Annual Super Fund of the Year Awards

Finalist – Choice Insurance Offering

MLC Super Fund

Finalist – Service Quality

MLC Super Fund

Finalist – Retirement Offering of the Year

MLC Super Fund

Super Rating logo
Super Ratings Platinum 2024 MySuper logo
Super Ratings Platinum 2024 MyChoice Super logo
Super Ratings Platinum 2024 Pension logo

SuperRatings

2024
Platinum

MLC MasterKey Business Super – MySuper

MLC MasterKey Business Super

MLC MasterKey Personal Super

MLC MasterKey Super Fundamentals

MLC MasterKey Pension Fundamentals

Plum Super – MySuper

Plum Super

Plum Personal Plan

Plum Retirement Income

2023
Platinum

MLC MasterKey Business Super – MyChoice, MySuper

MLC MasterKey Personal Super – MyChoice

MLC MasterKey Super Fundamentals – MyChoice

Plum Super (Corporate) – MyChoice, MySuper

Plum Personal Plan – MySuper

Why we won

Platinum: A best value for money superannuation fund that is well balanced across all key assessment criteria – investments, fees and charges, insurance, member servicing and administration in a robust, secure and proven governance/risk framework. These products provide features that should assist most individuals meet their retirement goals.1

5-Year Platinum Performance 2019 - 2024 logo
5-Year Platinum Performance 2019 - 2024

MLC MasterKey Business Super

MLC MasterKey Business Super – MySuper

10-Year Platinum Performance 2019 - 2024 logo
10-Year Platinum Performance 2014 - 2024

MLC MasterKey Pension Fundamentals


Chant West Awards

Insurance Best Fund 2023 Winner

MLC MasterKey Business Super

Why we won

Assessing a fund’s insurance offer is one of the most difficult tasks because insurance is so complex and individual specific. This award is given to the fund judged to best deliver the right benefits to the people who really need them for a reasonable price.


Chant West Ratings

Super 2024 – 5 Apples: Highest Quality Fund

MLC MasterKey Business Super

MLC MasterKey Super Fundamentals

Plum Superannuation – Corporate

Plum Superannuation – Personal

Why we won

5 Apples: A 5 Apple rating (gold) is the highest rating from Chant West. For a super fund to earn 5 Apples it must be one of the ‘Highest Quality Funds’.2

Heron quality star rating 2024 logo

The Heron Partnership Quality Star Ratings

2024
5 Heron Quality Stars - Corporate Products

MLC MasterKey Business Super

Plum Super – Corporate Division

5 Heron Quality Stars - Retail Products

MLC MasterKey Super Fundamentals

MLC Navigator Retirement Plan Series 2

MLC Wrap Super Service Series 2

Plum Super – Personal Division

Heron top 10 insurance features 2023 logo
Top 10 Corporate Products – Insurance Features

MLC MasterKey Business Super

Plum Super – Corporate Division

Heron top 10 investment features 2024 logo
Top 10 Corporate or Retail Products – Investment Features

MLC MasterKey Business Super

Plum Super – Corporate Division

Plum Super – Personal Division

Why we won

5 quality start ratings is the highest rating from The Heron Partnership.3

5 Stars – Outstanding: 5 stars rating awarded to a superannuation product with a great depth of features and hence flexibility.
5 Stars – Outstanding: A superannuation product recognised for its depth and flexibility of features in its insurance offerings.4
5 Stars – Outstanding: Favourable weightings were given to key criteria that include the superannuation product’s multi-manager and default options, alternative managers, investment team, transaction costs and performance.4

Heron quality star rating 2023 logo
2023
5 Heron Quality Stars - Corporate Products

MLC MasterKey Business Super

Plum Super – Corporate Division

5 Heron Quality Stars - Retail Products

MLC MasterKey Super Fundamentals

Plum Super – Personal Division

Heron top 10 insurance features 2023 logo
Top 10 Corporate Products – Insurance Features

MLC MasterKey Business Super

Plum Super – Corporate Division

Heron top 10 investment features 2023 logo
Top 10 Corporate or Retail Products – Investment Features

MLC MasterKey Business Super

Plum Super – Corporate Division

Plum Super – Personal Division

The CX Awards 2021 (Customer Experience)

Finalist – CX Team of the Year: MLC Member Engagement Marketing Team

 

Zenith Fund Awards

2023

MLC Asset Management: Multi Asset – Diversified

 

2022

MLC Asset Management: Multi Asset – Real Return

The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2023 SuperRatings. All rights reserved.

The Heron Partnership (Heron) ratings are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge. Such information is considered to be accurate at the time a particular product is rated by Heron. However, Heron gives no guarantee or warranty and makes no representation as to the accuracy or correctness of any third-party information and accepts no responsibility for any inaccuracy or incompleteness in the third-party information provided to it. Heron makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates. The Heron ratings have been produced without taking into account an individual’s financial needs, circumstances and objectives. To the extent that the Heron ratings may constitute financial product advice, they are general financial product advice only, and any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs. The reference to Heron and the inclusion of the Heron ratings logo has been authorised by Heron. The Heron ratings logo is a trademark of Heron. For details about The Heron Partnership’s ratings methodology refer to www.heronpartners.com.au.

The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West rating (assigned Feb 2024) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG. Chant West Awards issued 17 May 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Awards are current for 12 months and subject to change at any time. Awards for previous years are for historical purposes only. Full details on Chant West Awards at https://www.chantwest.com.au/fund-awards/about-the-awards/

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued (13 October 2023) are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/

 

1 https://www.lonsec.com.au/super-fund/wp-content/uploads/sites/3/2019/12/SR_MySuper-Methodology.pdf
2 https://www.chantwest.com.au/ratings/for-super-funds/
3 https://www.heronpartners.com.au/quality-star-rating-levels
4 https://www.heronpartners.com.au/latest-quality-ratings