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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.

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.

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