11 Mar 2015

MLC awarded highest rating by ChantWest

MLC has been awarded the highest rating – ‘5 Apples’, by independent research house ChantWest for the 9th consecutive year. This rating assesses MLC’s ability to construct quality multi-manager investment products.

MLC CIO Jonathan Armitage said, “We are pleased to once again be awarded ChantWest’s highest overall rating. It shows ongoing support for our range of multi-manager solutions including our retirement focused MLC Inflation Plus portfolios, and our dynamic investment philosophy and robust portfolio construction process that we have built over the past 25 years.

“Contributors to the solid rating include a strong, stable senior management and portfolio management team, extensive experience in managing multi-manager portfolios and high quality research resources.”

ChantWest identified the MLC flagship ‘Horizon 4 – Balanced’ fund, specifically its return of 6.8% per annum for the 10 years to June 2014 (after investment fees and tax) as a key performer. They also highlighted the focus on the research and portfolio construction process undertaken by MLC’s Head of Investments, Susan Gosling and her Capital Markets Research team as a major strength as well as the work done by the broader JANA Investment team.

MLC Investments currently offers 25 retail multi-manager investment funds, 13 of which are diversified investment funds and 12 asset sector funds.

Access to MLC investment products is available via direct investment or through MLC MasterKey, MLC Wrap and Navigator and most major platforms.

More information

About MLC Investments

MLC is the wealth management division of the National Australia Bank (NAB) and provides investment, superannuation, insurance and private wealth solutions to corporate and institutional customers.

MLC’s multi-manager options combine the expertise of up to 39 leading investment managers from around the world. This approach gives investors access to a combination of individually selected investment managers providing diversity across asset classes, within asset classes and across investment styles.

About NAB Asset Management

NAB Asset Management partners with its clients and with some of the best investment talent from around the world, to achieve superior outcomes for institutional and retail clients in both domestic and global markets.

NAB Asset Management includes 13 investment partners, managing over $180 billion across 50 investment strategies (as at December 2014).

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