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MLC MasterKey Investment Service

Fund Category Miscellaneous
Minimum Initial Investment $5,000
Expected Close Date Ongoing
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Other MLC Masterkey Options
MLC Masterkey Super
MLC Masterkey Pension

The MLC Masterkey Investment Service is an Investor Directed Portfolio Service offering MLC Manager of Managers investment options (where MLC Masterkey selects some of the world's leading investment managers to manage your money) and single manger investment options. Owned by the National Australia Bank, one of the largest financial institutions in Australia, and manages more than $99.5 billion for more than one million customers in Austarlia. MLC is now the largest multi-manager in Australia and one of the largest in the world.

100% entry fee rebate
2020 DIRECTINVEST rebates 100% of the 5% entry fee on all MLC Masterkey products. This includes the initial, regular and additional contributions.

MLC Masterkey's investment philiosophy:

  • Belief 1: The best way to grow wealth is to use exceptional investment managers which apply their skills, resources and research to build portfolios of individual investments.
  • Belief 2: Deep research is the only reliable way to identify exceptional investment managers. Brand and past performance are unreliable predictors of future performance.
  • Belief 3: Diversification leads to more consistent investment outcomes.
  • Belief 4: A long-term approach should be used if your financial goals are long term.
  • Belief 5: Efficient implementation reduces the costs of running a portfolio.

Key features of MLC Masterkey include:

  • Wide investment choice to help you constuct and manage the right portfolio to meet your financial goals and objectives
  • Consolidated reporting - no matter how many underlying funds you choose to invest in you will receive a single tax statement
  • Volume payments with most fund managers have been negotiated by MLC Masterkey, effectively reducing the fees you pay

After opening an account, investors can easily invest in, and switch between a wide range of available funds. Consolidated reporting is provided in the end of year tax statement, and access to portfolio is available online 24 hours a day, 7 days a week.
 
Are you an existing MLC customer?

Nominate 2020 as your broker for a full rebate of all future entry fees on investments, contributions or regular savings plans without needing to change the investment. Complete our one page fund broker nomination form.

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FEE DISCLOSURE

2020 DIRECTINVEST will rebate 100% of the 5.0% entry fee on investments in the MLC Masterkey Investment Service as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

Disclaimers and other important information


Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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