The MLC MasterKey Investment Service and MLC MasterKey Investment Service Fundamentals are Investor Directed Portfolio Services (IDPS) through which you can acquire, hold and withdraw available investments. You can access a wide range of MLC investment options and single manager investment options (managed outside MLC) . MLC provides an end of year tax statement and consolidated web reporting of your total MasterKey portfolio. This includes your National Margin Lending facility where it is used to invest wholly in the MLC MasterKey Investment Service or MLC MasterKey Investment Service Fundamentals.
* Where National Margin Lending is used to invest wholly in the MLC MasterKey Investment Service or MLC MasterKey Investment Service Fundamentals.
| Information at a glance |
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Minimum initial investment
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$5,000 per account or $2,000 per account if establishing a Regular Investment Facility
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| Minimum additional deposit |
$500 per investment option or $200 per investment option through a Regular Investment Facility
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| Minimum withdrawal |
$500 per investment option or $200 per investment option through a Regular Withdrawal Facility
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Telephone and Facsimile Facilities
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Additional investments, withdrawals and switches
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| MLC Investment options |
| MLC MasterKey Horizon Series |
Horizon 1 – Bond Portfolio
Horizon 2 – Income Portfolio
Horizon 3 – Conservative Growth Portfolio
Horizon 4 – Balanced Portfolio
Horizon 5 – Growth Portfolio
Horizon 6 – Share Portfolio
Horizon 7 – Accelerated Growth Portfolio
MLC Long-Term Absolute Return Portfolio |
| MLC Multi-Manager Style Funds |
MLC Australian Share Growth Style Fund
MLC Australian Share Value Style Fund
MLC Global Share Growth Style Fund
MLC Global Share Value Style Fund |
| MLC multi-manager sector funds |
MLC Australian Share Fund
MLC Global Share Fund
MLC IncomeBuilder™
MLC Property Securities Fund |
| MLC single manager sector funds |
MLC Capital International Global Share Fund
MLC Cash Fund
MLC - Platinum Global Share Fund† |
| MLC single manager index fund |
MLC-Vanguard Australian Share Index Fund*
Vanguard Australian Shares Index Fund^ |
| Single manager investment options (managed outside MLC) |
| Single manager investment options (managed outside MLC) |
ABN AMRO Australian Equity Fund
ABN AMRO Global Equity Fund
Ausbil Australian Emerging Leaders Fund
AXA Wholesale Global Equity - Value Fund
Colonial First State Wholesale Income Fund
Investors Mutual Australian Share Fund
IOOF / Perennial Value Shares Trust
Legg Mason Property Securities Trust
Perpetual's Wholesale Australian Fund
Perpetual's Wholesale Ethical SRI Fund
Perpetual's Wholesale Smaller Companies Fund No.2
Platinum International Fund
PM Capital Absolute Performance Fund
Schroder Wholesale Australian Equity Fund
UBS Australian Share Fund
UBS Hybrid Income Fund
Vanguard Australian Fixed Interest Index Fund
Vanguard International Fixed Interest Index Fund (Hedged)
Vanguard International Shares Index Fund (Hedged)
Vanguard International Shares Index Fund (Unhedged)
Vanguard Property Securities Index Fund
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† Only available to investors who have transferred to the MLC MasterKey Investment Service from the same investment option in the MLC MasterKey Unit Trust.
* Only available to investors in the MasterKey Investment Service
^ Only available to investors in the MasterKey Investment Service Fundamentals
Want to know more?
Contact your financial planner or click here to contact us.
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® Registered to BPAY Pty Ltd ABN 69 079 137 518
Disclaimer
Full and up to date details of the MLC MasterKey Investment Service and MLC MasterKey Investment Service Fundamentals can be obtained from the current combined Financial Services Guide and Product Disclosure Statement (‘Guide’). To apply for an account you must use the Application Form attached to the current Guide, copies of which are available, or soon to be available, on this website.
The information shown on this site is intended as general information only and does not take into account the investment needs, objectives or financial situation of any particular person. Prior to making any investment decision, you should assess whether the information is appropriate to your personal objectives, financial situation and needs.
MLC Investments Limited (ABN 30 002 641 661, AFSL 230 705) is the Operator of the MLC MasterKey Investment Service and MLC MasterKey Investment Service Fundamentals. MLC Investments Limited is a wholly owned subsidiary of the National Australia Bank Limited and a member of the National Australia Bank group of companies (‘National group of companies’). National Australia Bank Limited does not operate the MLC MasterKey Investment Service and MLC MasterKey Investment Service Fundamentals. An investment through the MLC MasterKey Investment Service and MLC MasterKey Investment Service Fundamentals (which in turn may invest in one or a number of National group of companies products including the MLC MasterKey Unit Trust) does not represent a deposit with or a liability of the National Australia Bank Limited or other member of the National group of companies and is subject to investment risk including possible delays in repayment of income and loss of income and capital invested.
None of National Australia Bank Limited (ABN 12 004 044 937), MLC Investments Limited or other member company in the National group of companies or appointed investment managers, guarantee the capital value or performance of any MLC MasterKey product.
