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


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.

14 Aug 2018

Monthly economic update with MLC, August 2018

14 Aug 2018 - MLC Senior Economist Bob Cunneen discusses the Reserve Bank's decision to put rates on hold and the latest market moves with NAB Asset Management Portfolio Specialist Sinead Rafferty.

16 Jul 2018

2017/18 FY in review with MLC

16 Jul 2018 - With the close of the financial year, it’s time to review what’s happened in investment markets. MLC’s portfolio specialist John Owen provided this comprehensive review.

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.

14 Jun 2018

Adjusting portfolios to manage for risk

14 Jun 2018 - MLC's Head of Investments Dr Susan Gosling outlines how the MLC Inflation Plus portfolios adjust the asset mix to manage for risk as assets become cheap or expensive.

15 May 2018

Monthly economic update with MLC, May 2018

15 May 2018 - MLC Senior Economist Bob Cunneen discusses latest market moves and economic outlook with NAB Asset Management Portfolio Specialist Sinead Rafferty.

1 May 2018

Adding an alternative beta strategy for diversification

01 May 2018 - MLC Head of Alternative Strategies, Gareth Abley talks about the Alternative Beta strategy and how, when well executed, it can deliver returns of roughly cash plus three to cash plus five per cent, net of all fees, with a very low correlation to equities and bonds.

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.