MLC Inflation Plus

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 Apr 2021

Monthly economic update with MLC, March 2021

09 Apr 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses factors supporting the global share market's 3.5% rise and the Australian share market's 2.3% gain.

4 Mar 2021

Monthly economic update with MLC, February 2021

04 Mar 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses the outlook for the Australian economy, and the performance of global shares and the Australian market over February.

9 Feb 2021

Monthly economic update with MLC, January 2021

09 Feb 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses the global shares' negative return for January, the Australian market's surprise gain, and the outlook for 2021.

8 Dec 2020

Monthly economic update with MLC, November 2020

08 Dec 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses robust November gains in the markets, the US Presidential election and positive signs in the Australian economy.

10 Nov 2020

Monthly economic update with MLC, October 2020

10 Nov 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses the declines in European and US shares and Australia's 1.9% gain in October, predicting the impact of the US Presidential Election and outlook for the Australian economy.

8 Oct 2020

Monthly economic update with MLC, September 2020

08 Oct 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses the weak performance of global shares in September, against a backdrop of uncertainty about future fiscal stimulus.

27 Aug 2020

Monthly economic update with MLC, July 2020

06 Aug 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses the strong return in global shares over July, compared with the Australian share market's modest gains.

10 Jul 2020

Monthly economic update with MLC, June 2020

10 Jul 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses the rise in global share market performance over June despite an increase in coronavirus infection rates.

12 Jun 2020

Monthly economic update with MLC, May 2020

12 Jun 2020 - MLC Asset Management Senior Economist Bob Cunneen discusses the continuation of the May share markets rally in Australia and overseas in anticipation of a reopening of economies, despite COVID-19 infections accelerating in Latin America.

8 May 2020

Monthly economic update with MLC, April 2020

08 May 2020 - MLC Senior Economist Bob Cunneen discusses the relief rally in share markets during April and a range of indicators that will signal conditions are improving, from bond yields to traffic levels.

3 Mar 2020

Managing investment risks amid coronavirus

03 Mar 2020 - Coronavirus is first and foremost a health issue. However, it’s also a timely reminder that investment risks always exist. The strong market returns of the past decade may have caused some investors to forget this.

10 Feb 2020

MLC outlook for equity market returns, 2020

10 Feb 2020 - MLC Chief Investment Officer Jonathan Armitage speaks to MLC Research Manager Rebecca Collins about what to expect from markets in 2020, the implications for the Australian economy following the bushfires and why MLC believe in portfolio diversification.

10 Feb 2020

Monthly economic update with MLC, January 2020

10 Feb 2020 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Natalie Comino about softness in share markets, with the exception of Australia, impact of the coronavirus and the outlook for interest rates.

9 Jan 2020

Monthly economic update with MLC, December 2019

09 Jan 2020 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Sinead Rafferty about the end-of-2019 market rally, the rise in the Aussie dollar, and global uncertainty for 2020.

10 Dec 2019

Monthly economic update with MLC, November 2019

10 Dec 2019 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Sinead Rafferty about another month of strong performance in global share markets, buoyed by optimism about the Phase 1 trade deal between the US and China.

12 Nov 2019

Monthly economic update with MLC, October 2019

12 Nov 2019 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Sinead Rafferty about strong performance in global share markets, cuts to interest rates here and in the US and a weaker local outlook dragged down by consumer spending.

12 Sep 2019

MLC on generating returns for clients in a challenging investment environment

12 Sep 2019 - MLC Chief Investment Officer Jonathan Armitage speaks with MLC Research Manager Rebecca Collins about MLC's use of a range of asset classes to improve returns and diversification across its portfolios in what looks to be a challenging investment environment for returns going forward.

12 Sep 2019

Monthly economic update with MLC, August 2019

12 Sep 2019 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Sinead Rafferty about share market volatility in August on the back of an escalation in trade tensions and the prospect of more cuts in interest rates.

9 Aug 2019

Monthly economic update with MLC, July 2019

09 Aug 2019 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Manager Myooran Mahalingam about the first rate cut in a decade from the US Federal Reserve, as well as the continuing trade tensions between the US and China and the resulting impacts on global markets.

12 Jul 2019

2018/19 FY in review with MLC

12 Jul 2019 - MLC Portfolio Specialist John Owen provides a comprehensive review of financial markets, some of the major themes and how the MLC multi-asset portfolios are positioned.

10 Jul 2019

Monthly economic update with MLC, June 2019

10 Jul 2019 - MLC Senior Economist Bob Cunneen speaks to MLC Portfolio Specialist Sinead Rafferty about share market strength in June, spurred on by record low interest rates and an easing in trade tensions.

21 Jun 2019

MLC's approach to fixed income

21 Jun 2019 - MLC Portfolio Manager Nicholas Hofmeyr speaks to MLC Research Manager Rebecca Collins about the record low interest rate environment and why active management in fixed income portfolios is important.

20 Jun 2019

MLC talks trade tension and market opportunity

20 Jun 2019 - MLC Portfolio Manager Dr Ben McCaw talks to MLC Research Manager Rebecca Collins about US-China trade tensions, the upcoming G20 meeting, North Korea and implications for Australia.

22 May 2019

Portfolio management with derivatives

22 May 2019 - MLC Head of Derivatives, Cliff Bayne, speaks to MLC Research Manager, Rebecca Collins, about the design, implementation and oversight of risk mitigation strategies across MLC funds using a range of exchange traded and OTC derivative products.

20 May 2019

Adding value with derivatives

20 May 2019 - MLC Derivatives Manager, Clinton Guelfi, speaks to MLC Research Manager, Rebecca Collins, about reshaping a portfolio’s risk-return profile using derivatives and how correlations between different assets allow for a range of strategies to be implemented that add value at little to no cost.

8 May 2019

Monthly economic update with MLC, April 2019

08 May 2019 - MLC Senior Economist Bob Cunneen speaks to NAB Asset Management Portfolio Specialist Sinead Rafferty about continued strength in equity markets, Australian dollar weakness and continuing trade tensions between the US and China.

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.

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.

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.

12 Mar 2018

Monthly economic update with MLC, March 2018

12 Mar 2018 - MLC Senior Economist Bob Cunneen discusses latest economic measures and market moves with Head of Investment Communications, NAB Asset Management, Jason Hazell.

22 Feb 2018

International Value Advisers on lowering volatility

22 Feb 2018 - MLC Portfolio Manager Myooran Mahalingam talks with International Value Advisers’ Chief Investment Officer Charles de Vaulx about IVA's absolute focus on value and preparedness to hold cash and gold when asset prices are elevated.

20 Feb 2018

Resetting expectations for long-term rates

20 Feb 2018 - MLC Senior Portfolio Manager, Dr Ben McCaw, speaks to Cassandra Crowe, Research Manager, about the recent market volatility brought on by expectations of rising long-term rates and the MLC low correlation strategies.

24 Jan 2018

MLC’s CIO gives 2018 outlook

24 Jan 2018 - MLC’s Chief Investment Officer, Jonathan Armitage, talks investor challenges ahead and what the future holds for 2018.

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.
 

 

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