MLC Inflation Plus

MLC Inflation Plus

MLC Inflation Plus portfolios 

The MLC Inflation Plus portfolios are actively-managed portfolios that aim to deliver returns above inflation over a particular time frame, whatever the ups and downs of the market. This gives investors more certainty they’ll get the returns they need to help achieve their financial goals.

MLC’s investment experts also aim to deliver a smoother path of returns than the market and limit the risk of big losses that can set investors back.

The MLC Inflation Plus portfolios give choice, expertise and access for investors to plan their future with more confidence.

Latest investment report

Aiming for a particular return can help investors plan their future with more confidence.

This is why we developed the MLC Inflation Plus portfolios. These portfolios don't rely just on the performance of financial markets to deliver returns. Instead, they're actively managed to aim for the above-inflation returns investors need.

Click here for the latest report.

Latest Videos


16 Apr 2019

March quarter 2019 markets update with MLC

16 Apr 2019 - MLC Chief Investment Officer, Jonathan Armitage speaks with Rebecca Collins, Research Manager, MLC about a strong quarter in which markets rose following an easing in trade tensions and bonds yields.

12 Apr 2019

Impact of proposed changes to franking credits

12 Apr 2019 - MLC Australian Shares Portfolio Manager John Woods talks with Sinead Rafferty, Portfolio Specialist at NAB Asset Management about the Federal Election, Labou's proposed changes to franking credits and what the changes will mean for companies with high dividend payouts and franking.

8 Apr 2019

Monthly economic update with MLC, March 2019

08 Apr 2019 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about global share market strength, the impact of record low interest rates on the local market and a potential red flag for economic growth.

8 Mar 2019

Monthly economic update with MLC, February 2019

08 Mar 2019 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about global share market strength, Australian dollar weakness and the outlook for local interest rates.

5 Mar 2019

Managing currency volatility

05 Mar 2019 - MLC Portfolio Manager, Dr Ben McCaw discusses the AUD-USD moves immediately following news reporting of the decision by China to slow the importation of Australian coal into China's Northern port of Dalian.

24 Jan 2019

Equity markets and bond markets tackle volatility

24 Jan 2019 - MLC Chief Investment Officer, Jonathan Armitage speaks with Rebecca Collins, Research Manager, MLC, about future earnings growth in equity markets, a potential slow down in GDP and the trade war between the US and China.

23 Jan 2019

A challenging investment environment in 2019

23 Jan 2019 - Sinead Rafferty, Portfolio Specialist, NAB Asset Management speaks with Dr Susan Gosling, Head of Investments, MLC, about a challenging investment environment for 2019.

22 Jan 2019

2018 calendar year in review

21 Jan 2019 - John Owen, Portfolio Specialist, MLC, talks about the conditions in the global economy, how Australia performed in 2018 and how investors fared last year.

18 Jan 2019

Monthly economic update with MLC, January 2019

18 Jan 2019 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about global share market weakness, the bond market rally and the resilience of the Australian share market.

20 Dec 2018

Manager selection, growth vs value investment styles

20 Dec 2018 - MLC Portfolio Manager Myooran Mahalingam talks with MLC Head of Risk, Simon Elimelakh about the two broad investment sytles and how selecting managers from both styles ensures a smoother outcome for investors.

13 Nov 2018

Monthly economic update with MLC, November 2018

13 Nov 2018 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about the volatility in global markets during October, what contributed to falls and the recently concluded US midterm elections.

2 Nov 2018

MLC discusses asset allocation

02 Nov 2018 - MLC Portfolio Manager, Dr Ben McCaw discusses asset allocation considerations in the MLC Inflation Plus Portfolios given the current lack of diversification bonds are providing to equities.

1 Nov 2018

MLC on the sell off in equities

01 Nov 2018 - MLC Chief Investment Officer, Jonathan Armitage talks to MLC Research Manager Rebecca Collins about the sell off in equities during October and the benefit of using a mix of different investment styles within asset classes.

9 Oct 2018

Monthly economic update with MLC, October 2018

09 Oct 2018 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about global markets, the oil price rally, Trump's China tariffs and the lift in bond yields.

12 Jul 2018

Monthly economic update with MLC, July 2018

12 Jul 2018 - MLC’s Senior Economist Bob Cunneen and Portfolio Specialist, Sinead Rafferty discuss the latest market movements across the world, concerns over the trade wars between the US and China, and the impact that the current process of escalation and retaliation will have on the global economy.

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 presentation is provided by MLC Investments Limited (ABN 30 002 641 661, AFSL 230705)
(MLC) a member of the National Australia Bank Limited (ABN 12 004 044 937, AFSL 230 686)
group of companies (NAB Group), 105-153 Miller Street, North Sydney 2060.

This information may constitute general advice. It has been prepared without taking account of
anindividual 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) relating to the
financial products mentioned in this communication issued by MLC Investments Limited, and consider it before making any decision about whether to acquire or continue to hold 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 mlc.com.au.

An investment in any product referred to in this communication is not a deposit with or liability ofand is not guaranteed by NAB or any of its subsidiaries.

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. The returns specified in this communication are reported before management fees and taxes.

Any opinions expressed in this presentation constitute our judgement at the time of issue and are subject to change. We believe that the information contained in this communication is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time of compilation. However, no warranty is made as to their accuracy or reliability (which may change without notice) or other information contained in this communication.

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 arm’s length basis.