The Right Balance Between
Growth & Protection
Designed for investors who want meaningful returns without taking on excessive risk — a curated mix of income, structured products, and equity strategies built to work together.
The traditional 60/40 portfolio, reimagined. We combine Fixed Income and Index Structured Products to deliver the stability of bonds with the upside of markets — intelligently balanced for today's environment.
- Regular fixed income payments
- Capital preservation focus
- Lower market correlation
- Defined risk parameters
- Exposure to ASX / global indices
- Downside buffer protection
- Strategic entry on market dips
- Defined risk parameters
Choose Your Advisory Level
All four services are available to Balanced investors. Each is rated 1–4 for risk and time horizon — from long-term buy-and-hold through to active international opportunities.
Our core long-term stock recommendations for investors who want quality ASX and global exposure with minimal portfolio turnover. Conviction-driven, research-backed selections built to compound over time.
- Long-term buy-and-hold selections
- High-quality, research-backed picks
- Lower turnover, lower tax drag
- Suitable as core holding
Active stock recommendations targeting alpha opportunities on the ASX. Shorter holding periods and a more tactical approach — for the portion of your portfolio seeking above-market returns.
- Active ASX stock selection
- Tactical entry and exit signals
- Medium-term holding periods
- Alpha-focused strategy
Access global equity opportunities beyond the ASX. Our Global Alpha service identifies high-conviction ideas across US, European, and Asian markets — diversifying your growth exposure internationally.
- International stock recommendations
- USD-denominated opportunities
- Currency diversification
- Global sector thematics
A curated selection of top-performing ETFs across asset classes. Broad diversification through a single, expertly managed list — ideal for the systematic investor seeking low-cost exposure.
- Diversified ETF recommendations
- Low-cost market access
- Regular rebalancing guidance
- Suitable for SMSF portfolios
Prism: Your Portfolio Guardian
A comprehensive review of your existing portfolio against the MPC House View. We map your holdings, identify concentration risks, and provide clear Buy / Hold / Sell guidance.
Thematic structured investments using Worst-of and leveraged pairs. Higher potential returns tied to specific market themes — available to Balanced investors who want selective higher-risk exposure in a defined portion of their portfolio.
with MPC Markets
Talk to our team about combining these products into a personalised strategy that matches your goals, timeline, and risk appetite.