We’re bringing the MLC and Expand brands together

The Expand brand is here to stay but along with it you’ll start to see the MLC logo. The MLC brand represents superannuation, pension, investment and other capabilities within the Insignia Financial Group.

ClientFirst: 1800 517 124

SMA OFFERS AN EFFICIENT WAY TO INVEST

A Separately Managed Account (SMA) is a portfolio of individual investments, such as directly owned shares and managed funds, managed by a professional investment manager.

Transparency

You can see the individual investments held within the SMA Model Portfolios through your online account, consolidated reports and statements.

Professional investment management

Professional investment managers use their detailed research, processes and market knowledge to deliver their model portfolios.

Portability

For Expand Extra, you can transfer investments that you hold into the platform before transferring into the SMA and still retain the beneficial ownership (non-super only).

MULTI-ASSET SMA MODEL PORTFOLIOS

Multi-asset portfolios are professionally managed investments, which can invest in multiple assets like managed funds, listed securities, exchange traded funds (ETFs) and cash.

Portfolio name Investment manager Investment style
Multi-Asset Diversified
MLC Value Conservative 30 MLC Asset Management Blend of active and index
MLC Value Moderate 50 MLC Asset Management Blend of active and index
MLC Value Balanced 70 MLC Asset Management Blend of active and index
MLC Value Growth 85 MLC Asset Management Blend of active and index
MLC Value High Growth 98 MLC Asset Management Blend of active and index
MLC Premium Conservative 30 MLC Asset Management Active
MLC Premium Moderate 50 MLC Asset Management Active
MLC Premium Balanced 70 MLC Asset Management Active
MLC Premium Growth 85 MLC Asset Management Active
MLC Premium High Growth 98 MLC Asset Management Active
PIC Lifecycle Growth Moderate Lonsec Investment Solutions Growth
PIC Lifecycle Growth Assertive Lonsec Investment Solutions Growth
PIC Lifecycle Growth Aggressive Lonsec Investment Solutions Growth
PIC Lifecycle Income Moderate Lonsec Investment Solutions Income
PIC Lifecycle Income Assertive Lonsec Investment Solutions Income
PIC Lifecycle Income Aggressive Lonsec Investment Solutions Income

SINGLE SECTOR SMA MODEL PORTFOLIOS

Through single sector portfolios clients can invest directly in listed securities such as Australian shares, Australian fixed income and Australian listed property while maintaining the benefits of professional investment management.

Portfolio name Investment manager Investment style
Australian equities
Antares Blue Chip Top 20 Antares Index
JBWere Income JB Were Income
Antares Dividend Builder Antares Income
Antares Elite Opportunities Antares Core
Ausbil Australian Concentrated Equities Ausbil Investment Management Limited Core
Ausbil Industrials Ausbil Investment Management Limited Core
Perennial Value Shares for Income Perennial Value/Income
Antares EX-20 Australian Equities Antares Growth
Pendal Australian Share Pendal Core
Fixed Income
JBWere Listed Fixed Income JBWere Income
Property
Zurich Australian Listed Property Zurich Income

RESOURCES