MLC Wholesale Inflation Plus – Moderate 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.


Latest Videos


26 Sep 2013

MLC launches Inflation Plus portfolios

01 Oct 2013 - MLC Head of Investments Susan Gosling speaks to the Finance News Network about MLC’s new Inflation Plus portfolios and why inflation is a key risk investors ought to consider.


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.