Research house Zenith Investment Partners has awarded the MLC Inflation Plus portfolios its highest rating – Highly Recommended.
The highly coveted rating came in the same week that the MLC Inflation Plus portfolios won the Multi-Asset Real Return category at the 2016 Professional Planner/ Zenith Fund awards.
MLC Chief Investment Officer, Jonathan Armitage, said “We’re extremely proud to have been recognised by Zenith by both awarding us their highest rating and as the category winner at their annual awards.
“This recognition is based on Zenith’s conviction in our investment capabilities and expectations of the strategy going forward.”
In its rating report Zenith made reference to the high level of conviction in the MLC Capital Markets Research team, which is led by Dr Susan Gosling, and highlighted the sizable resources and dedicated specialists supporting the portfolios.
Zenith also noted MLC’s differentiated scenario based process, which contributed to their belief that the funds were strongly positioned to deliver upon their stated objectives.
“This is another strong endorsement of our investment capabilities, process, and focus on delivering outcomes for clients,’’ said Mr Armitage. “It also reaffirms our position as a market leader in the funds management industry.’’
The MLC Inflation Plus portfolios have combined funds under management of more than $2.5 billion. The funds are outcome orientated portfolios which are managed using MLC’s Investment Futures Framework, a proprietary process which measures portfolio risk in over 50 different economic scenarios.
