MLC funds maintain highest rating by Lonsec



Leading Australian wealth manager MLC has announced its MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios have all maintained Lonsec’s highest rating, “Highly Recommended”.

“We’re extremely pleased to have retained Lonsec’s highest rating across our suite of multi-asset portfolios. To have such strong endorsement across our outcome-orientated MLC Inflation Plus, traditional MLC Horizon 2-7 suite and MLC Index Plus portfolios shows the strength of our investment team and processes,” said Jonathan Armitage, Chief Investment Officer, MLC.

“Ensuring our range of investment solutions continue to meet a broad range of customers’ needs is at the heart of what we do each day, so maintaining Lonsec’s highest ratings further supports our investors’ decision to trust us to manage their money,” he added.

In its ratings research notes, Lonsec referenced MLC’s  long and respected heritage in multi-asset investing, experienced and highly regarded Capital Markets Research team, comprehensive and robust asset allocation process, and strong support in manager research, investment risk and derivatives capabilities.

The MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios are diversified, multi-asset investment portfolios which are managed using MLC’s Investment Futures Framework, a proprietary process that measures portfolio risk in over 50 different economic scenarios.



Related Articles

  • Private

Global acclaim for NAB Private Wealth leaders

Two woman leaders at NAB Private Wealth have achieved international accolades at last night’s Global Private Banking Innovation Awards 2024, held in London.

  • 06.06.2024
  • Time to read 3 min read
  • Private

Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year

It is the first time an Australian private banker has been individually honoured with the accolade.

  • 14.06.2023
  • Time to read 1 min read
  • Media Release

Cathryn Carver appointed JBWere Chair

NAB Executive Cathryn Carver has today been appointed as Chair of the JBWere Board effective Thursday 1 June 2023.

  • 02.06.2023
  • Time to read 1 min read

Quick links

National Australia Bank — NAB

Sometimes When The Unexpected Happens, We Realise What We Truly Value. Whether A Home, Farm, Business Or Your Passion, NAB Is Here To Support You.

Business Research and Insights

For more business news and analysis, visit NAB’s Business Research and Insights.