MLC Wholesale Inflation Plus – Assertive Portfolio

MLC Inflation Plus

Overview

As National Australia Bank’s wealth management division and 128 years of history, MLC is committed to providing investment, superannuation, insurance and financial advice to our corporate, institutional and retail customers.
MLC Inflation Plus portfolios aim to deliver a smoother pattern of returns than the market, and especially to avoid large losses, by carefully controlling risk. This is done mainly through the portfolio’s flexible asset allocation, which is adjusted as markets change, and by investing in a very broad range of assets and strategies.
 

The investment team consists of

Dr. Susan Gosling
BSc, MA, PhD, GDip(EnvironMgt)

Head of Investments
Dr Susan Gosling joined MLC’s Investment Management Team in October 2002 and holds 28 years of investment management experience. She has been the architect of MLC’s market-leading scenarios based approach to asset allocation, which is the foundation for MLC's active investment process.
 

Dr. Ben McCaw
BSc(Hons), MAppFin, PhD

Portfolio Manager, Capital Markets Research
Dr Ben McCaw joined MLC Investment Management in 2008 as a Senior Analyst in the Capital Markets Research Team, and has since become  Portfolio Manager. Prior to joining MLC, Ben spent several years in the Australian cash equities market covering small and micro-cap companies in the emerging technologies sector.

Videos

MLC Inflation Plus on the subjects of Brexit, Yellen and more

25/07/2016

25 Jul 2016 - MLC Inflation Plus Portfolio Specialist, John Owen, discusses Brexit, Janet Yellen’s latest assessment of the US economy, and a likely return to higher interest rates.

Aiming to limit risk and capture return with MLC Inflation Plus

18/02/2016

18 Feb 2016 - MLC Portfolio specialist, John Owen explains how the MLC Inflation Plus suite of products position themselves in diverse market conditions and what role they may play in portfolio construction.

Delivering returns while limiting risks

17/06/2015

17 Jun 2015 - MLC Inflation Plus Fund Co-Portfolio Manager, Dr Ben McCaw explains how the MLC Inflation Plus portfolios strive to deliver returns.

Find out more

For more information on MLC or the MLC Inflation Plus portfolios please visit www.nabam.com.au or contact Client Services via phone on 1300 730 355 or via email to info@nabam.com.au

Disclaimer

This information is provided by MLC Investments Limited (ABN 30 002 641 661 AFSL 230705) (MLC) a member of the National Australia Bank group of companies, 105–153 Miller Street, North Sydney 2060. MLC may use the services of NAB Group companies where it makes good business sense to do so and will benefit customers. Amounts paid for these services are always negotiated on an arms length basis.

This information may constitute general advice. It has been prepared without taking account of individual objectives, financial situation or needs and because of that you should, before acting on the advice, consider the appropriateness of the advice having regard to your personal objectives, financial situation and needs.

You should obtain a Product Disclosure Statement (PDS) for the MLC Inflation Plus - Moderate Portfolio issued by MLC, and consider it before making any decision about the product. A copy of the PDS is available upon request by phoning the MLC call centre on 132 652 or on our website at mlcinvestmenttrust.com.au.

An investment in any financial product offered by MLC is not a deposit with or a liability of, and is not guaranteed by National Australia Bank Limited ABN 12 004 044 937 or its subsidiaries (NAB).  NAB does not guarantee or otherwise accept any liability in respect of the MLC Inflation Plus - Moderate Portfolio.

Past performance is not a reliable indicator of future performance. The value of an investment may rise or fall with the changes in the market.

Returns are not guaranteed and actual returns may vary from any target returns described in this communication.
While MLC has taken all reasonable care in producing this communication, subsequent changes in circumstances may occur and impact on its accuracy.

SEARCH SITE

Fund Updates

MLC Wholesale Inflation Plus Assertive Portfolio Monthly Report - June 2016

Objective The portfolio aims to deliver a return of 6% pa above inflation (before fees) over 7 year periods by limiting the risk of negative returns over this time frame. This careful risk manag ...

MLC Wholesale Inflation Plus Assertive Portfolio Monthly Report - April 2016

Objective The portfolio aims to deliver a return of 6% pa above inflation (before fees) over 7 year periods by limiting the risk of negative returns over this time frame. This careful risk managem ...

MLC Wholesale Inflation Plus Assertive Portfolio Monthly Report - January 2016

Objective    The portfolio aims to deliver a return of 6% pa above inflation (before fees) over 7 year periods by limiting the risk of negative returns over this time frame.  ...

MLC Wholesale Inflation Plus - Assertive Portfolio Full Report

About the Fund Aims to deliver a return of 6% pa above inflation (before fees and tax) over 7 year periods by limiting the risk of negative returns over this time frame.   This car ...

MLC Wholesale Inflation Plus - Assertive Portfolio Full Report

Fund Overview   About the Fund Aims to deliver a return of 6% pa above inflation (before fees and tax) over 7 year periods by limiting the risk of negative returns over this time f ...

FUNDS

Hunter Hall Global Value Limited

The objective of Hunter Hall Global Value Limited (HHV) is to achieve substantial growth in the value of each ...

Intermede Global Equities Fund

The fund aims to deliver a return that exceeds the MSCI All Country World Index (Net Dividends Reinvested) (...

Redpoint Global Infrastructure Fund

Infrastructure companies often operate in highly regulated monopolies that provide essential services to the ...

MLC IncomeBuilder

MLC IncomeBuilder (the ‘Fund’1) is an Australian share fund that aims to give you a growing, tax-efficient inc...

Antares Dividend Builder

The Fund’s primary objective is to regularly deliver higher levels of dividend income on a tax effective basis...

Altrinsic Global Advisors

The Trust aims to provide long term growth of capital by investing predominately in publicly traded global equ...

Antares High Growth Shares Fund

The Antares High Growth Shares Fund is an actively traded, long biased, long/short equity fund that aims to ou...

Antares Australian Equities Fund

The Fund's objective is to outperform the S& P/ASX 200 Accumulation Index over a rolling five year period ...

Antares Elite Opportunities Fund

The Fund's objective is to outperform the S&P/ASX 200 Accumulation Index by 4% p.a. (gross of fees) over a rol...

Antares Listed Property Fund

The Fund's objective is to outperform the S&P/ASX 200 A-REIT Accumulation Index over a rolling five year perio...

Antares Enhanced Cash Trust

Antares Fixed Income (Antares) is a specialist fixed interest manager covering a range of domestic and intern...

Antares Income Fund

Income generating investment: aims to deliver a regular income stream through all market conditions F...

Antares Inflation Linked Bond Fund

Antares Fixed Income (Antares) is a specialist fixed interest manager covering a range of domestic and intern...

Antares Small Companies Fund

The Fund's objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% per annum over a r...

Ausbil 130/30 Focus Fund

The Ausbil 130/30 Focus Fund amplifies Ausbil’s successful stock selection skills by allowing both long and sh...

Ausbil Australian Emerging Leaders Fund

The Ausbil Australian Emerging Leaders Fund is a concentrated portfolio of mid and small cap Australian shares...

Ausbil MicroCap Fund

The Ausbil MicroCap Fund provides investors with a diversified portfolio of high quality, dynamic companies ou...

Ausbil Australian Active Equity Fund

The Ausbil Australian Active Equity Fund is a concentrated portfolio of Australian shares, managed by Ausbil’s...

Fairview Equity Partners Emerging Companies

The Fund aims to provide long term capital growth and some income by investing primarily in a diverse portfoli...

MLC Wholesale Inflation Plus – Conservative Portfolio

The MLC inflation plus – Conservative Portfolio is an actively managed portfolio that aims to deliver a return...

MLC Wholesale Inflation Plus – Moderate Portfolio

The MLC inflation plus – Moderate Portfolio is an actively managed portfolio that aims to deliver a return of ...

Pengana Absolute Return Asia Pacific Fund

The Pengana Absolute Return Asia Pacific Fund aims to deliver consistent returns that are uncorrelated with tr...

Pengana Australian Equities Fund

The Pengana Australian Equities Fund provides exposure to a high conviction portfolio of listed Australian com...

Presima Global Property Securities Concentrated Fund

The Fund aims to provide consistent long term returns by investing in publicly traded global property securiti...

Redpoint Investment Management

Redpoint Investment Management (Redpoint) brings 170 years of combined experience to its investment decisions....