Private Investment Consulting

Private Investment Consulting (PIC) is an exclusive facility which provides your clients access to MLC's sophisticated investment process. The underlying Investments for Private Investment Consulting are our Wholesale Fund Series, administered via the MLC Wrap Platform.

Sales Support

Specific client facing PIC collateral has been produced to assist the end to end process for advisers. The collateral includes:

Fund Profile Tool

Fund Profile Tool The Fund Profile Tool is designed to help you show your client exactly where their money is invested, the latest performance figures and read up-to-date market commentary.

Download the Fund Profile Tool Flyer to see exactly what's available on the tool and the types of reports you can generate.

Product Disclosure Statement

The current Product Disclosure Statement for Private Investment Consulting is available by clicking on the link below.

PIC Product Guide
PIC Wholesale Index Plus Product Guide
PIC Wholesale Index Plus Conservative Growth Portfolio
PIC Wholesale Index Plus Balanced Portfolio
PIC Wholesale Index Plus Growth Portfolio
PIC Wholesale 130/0 Portfolio
PIC Wholesale 100/0 Portfolio
PIC Wholesale 85/15 Portfolio
PIC Wholesale 70/30 Portfolio
PIC Wholesale 50/50 Portfolio
PIC Wholesale 30/70 Portfolio
PIC Wholesale 0/100 Portfolio
PIC Wholesale Inflation Plus - Conservative Portfolio
PIC Wholesale Inflation Plus - Moderate Portfolio
PIC Wholesale Inflation Plus - Assertive Portfolio
PIC Wholesale Global Share Fund
PIC Wholesale Hedged Global Share Fund
PIC Wholesale IncomeBuilder
PIC Wholesale Australian Share Fund
PIC Wholesale Property Securities Fund
PIC Wholesale Global Property Fund
PIC Wholesale Diversified Debt Fund


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