New to mFund

Back to articles

MLC launch award-winning Inflation Plus portfolios (mFund codes: MLC01, MLC02 and MLC03)

New to mFund
3 October 2017

MLC launch three new real return funds

Three new real return funds have been added today by MLC to the mFund settlement service.

The MLC Inflation Plus portfolios target returns above inflation, regardless of what global markets are doing. They aim to deliver returns which can make a real difference to the quality of your retirement, while also carefully managing the risks that can negatively impact your savings.

MLC Inflation Plus – Conservative (MLC01): targets 3.5% pa above inflation, over 3 years
MLC Inflation Plus – Moderate (MLC02): targets 5% pa above inflation, over 5 years
MLC Inflation Plus – Assertive (MLC03): targets 6% above inflation, over 7 years.

(Target returns are before fees)
Inflation corrodes. Preserve your purchasing power

Inflation is the rise in the cost of living. Over time, it reduces the purchasing power of your money, which means the same amount buys you less. By targeting above-inflation returns, the MLC Inflation Plus portfolios aim to maintain the value of your retirement savings, even as the cost of living rises.

MLC thinks about the worst so you can do your best

The MLC Inflation Plus portfolios target returns above inflation by carefully managing risk, particularly by focusing on limiting the risk of big losses that can set back your investment.

Markets are always changing – you can’t simply ‘set and forget’ when you’re investing for the future. As markets change, MLC adjust the mix of assets in the portfolios so they are better positioned to deliver returns and manage risk.

MLC Inflation Plus portfolios:

  • Offer choice of three portfolios which target returns above inflation over different timeframes
  • Focus on limiting the risk of big losses that can set you back
  • Adjust the mix of assets in the portfolio as markets change to capture returns and manage risk
  • Diversify across a range of asset classes, strategies and investment managers.

Award winning

The team who manage MLC’s Inflation Plus portfolios were awarded Money Management/Lonsec Research 2016 Asset Allocator of the Year – MLC Inflation Plus Assertive Portfolio and Professional Planner/Zenith 2016 Fund Awards:  Multi-asset – real return for the Inflation Plus portfolios.

MLC has looked after the investment needs for generations of Australians. For over 30 years we've been designing portfolios using a multi-manager approach to help investors achieve their goals. So when you're invested in an MLC portfolio, your money is with Australia's most experienced multi-manager.

Learn more about the MLC Inflation Plus portfolios.

For further information, please view the Product Disclosure Statement or Fund Profiles available at the Fund information page.