The award winning fund in your account!

Our clients with MLC accounts will be pleased to learn that one of the underlying funds in their portfolios has won an award!

The MLC Inflation Plus fund, which is a staple in the MLC portfolios we maintain for many of our clients, was voted the best fund in the “Multi-Asset Real Return category” at the 2017 Zenith Fund Awards.

As you may know, a ‘multi-asset real return fund’ is a fund that is invested across a broad spectrum of asset classes like shares, bonds, and property and aims to deliver a return above inflation. For this reason, they tend to be safer investments when times are uncertain, but also perform well when times are good.

The Muirfield Investment Committee first added the MLC Inflation Plus fund to client portfolios in March 2016. The fund was added to further diversify our portfolios and offer downside protection.

Accordingly, we could not be more pleased by the success the fund has had and hope you are enjoying the benefits of this choice.