# Plum Plum is a Pension Fund based in New York, Australia. ## Overview - **Organization type:** Pension Fund - **Headquarters:** New York, Australia - **Region:** Oceania - **Address:** Melbourne, VIC, Australia - **Founded:** 1988 - **Assets under management:** Undisclosed - **Website:** plum.com.au - **LinkedIn:** https://www.linkedin.com/company/plum ## About Plum was established in 1988 as an in-house superannuation vehicle, later becoming a multi-employer scheme under what is now the MLC Super Fund umbrella. The fund sits inside Insignia Financial’s asset-management division, with NULIS Nominees (Australia) Limited acting as trustee. Its distribution model is embedded: Plum does not market broadly to retail savers but instead supplies default and choice super plans to staff at BHP, National Australia Bank, and other corporate partners. Capital is allocated across three distinct property-and-infrastructure sleeves — a global listed-property securities portfolio weighted toward commercial REITs, an unlisted Australian and global mixed-use property portfolio, and an infrastructure portfolio spanning Australian and global assets. The fund structure emphasizes direct and co-mingled institutional commitments rather than venture or growth equity. Confirmed exposures in the most recent cycle include listed Australian REITs and unlisted domestic commercial property, with a secondary line into global infrastructure concessions and operating assets. The fund’s scale is not publicly disclosed. Headcount is unreported. Plum operates from Melbourne with no additional offices listed. Its parent, Insignia Financial, maintains the Insignia Community Foundation as a philanthropic channel, though Plum itself does public-facing work only through member education — webinars, one-on-one financial coaching phone sessions, and a personal super calculator — rather than through field offices or advisor networks. In May 2026 the fund directed members to its Annual Benefit Statement for financial year 2025-2026, continuing its standard cycle of employer-plan reporting. Structurally, Plum is not a standalone family office or a partnership; it is a trustee-governed defined-contribution superannuation fund that sits inside a publicly listed wealth manager. That architecture means member assets are pooled and invested through the investment committee of the MLC Super Fund, not by a named CIO with discretionary capital. The governance chain runs from individual employer plans up through NULIS Nominees to Insignia Financial’s board — a model that produces institutional-scale real-asset and infrastructure exposure without the co-investment club dynamics seen in single-family offices or multi-family investment firms. ## Sectors - Real Estate - Infrastructure ## Questions ### How does Plum source its deal flow? Deal flow is institutional and manager-mediated. Plum’s real-asset exposure — global listed property securities, unlisted Australian and global mixed-use property, and global infrastructure — is accessed through external fund managers, direct mandates, and co-mingled vehicles rather than proprietary origination teams. The fund does not operate a direct-investment platform for venture, private equity, or credit. ### Does Plum participate in fund commitments or only direct deals? Plum’s reported asset sleeves — global listed property securities, unlisted mixed-use property, and infrastructure — imply a mix of fund commitments and separate-account mandates. There is no disclosure of direct co-investment programs, club deals, or fund-of-funds activity outside these real-asset categories. Its default posture is institutional fund investing through the MLC platform. ### How is Plum related to Insignia Financial and the MLC Super Fund? Plum is a sub-brand of the MLC Super Fund, which is governed by trustee NULIS Nominees (Australia) Limited — a wholly owned entity within Insignia Financial Ltd. Insignia Financial provides the asset management, administration, and governance infrastructure. Plum’s website and member services carry the NULIS Nominees ABN and AFSL, confirming the trust relationship. ## Related profiles - [Plug and Play Ventures](https://altss.com/profile/plug-and-play-ventures) - [Plum Alley](https://altss.com/profile/plum-alley) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/plum Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology