This month we’ve added MLC Asset Management and their diversified portfolios to our investment menu.
The portfolios are actively managed, with an aim of delivering more reliable returns across a range of potential market environments, whilst managing new risks and capturing new opportunities. It’s designed for investors seeking some income return and potential capital growth with moderate to high levels of volatility, through investing in a diversified mix of growth and defensive assets.
About the manager
MLC Asset Management Services Limited (MLC Asset Management) is one of the largest investment managers in the Australian market, with over 35 years’ experience designing and managing multi-asset class portfolios. They have over $157 billion in AUM (Dec 2021) and more than 100 investment professionals, both in-house specialists and those in external investment management companies.
MLC’s investment philosophy
MLC’s investment philosophy has evolved over the years and multiple investment cycles, guiding how they manage their investor’s money. They carefully calibrate the portfolio’s asset allocations, select long-term strategies and special asset managers, and actively monitor and adjust portfolios to provide diversified and resilient returns.
To find out more about MLC’s investment philosophy, click here.
Like to know more?
Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.
Improvements to the Death Benefit process
23 April 2024 We’re notifying clients and advisers that we’re making some important improvements to our Death Benefit nomination and payment processes, to make it easier to make a death benefit nomination and allow for quicker payment of claims where there isn’t a valid nomination. The changes will also provide further certainty around claims. Read more
Significant Event Notice to clients - May
23 April 2024 We’re writing to all North clients between 6-31 May 2024 via a Significant Event Notice (SEN) to let them know we’re making updates to some Terms and Conditions, related to their account. Read more
Four ways North’s new interactive client reporting can transform your reviews
22 April 2024 Alongside one of the strongest platform integrated ROA capabilities, and innovative features like North’s risk profiles, we’ve now introduced an all-new interactive client review tool. And it’s making a real difference for advisers. Read moreWhat you need to know
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