We’ve expanded the North investment menu to provide you and your clients with greater and more cost-effective choices.
BlackRock
We recently added BlackRock’s multi-asset managed portfolios series to our investment menu to provide you and your clients with greater and more cost-effective choices.
The iShares Enhanced Strategic actively managed diversified portfolios include between 5-28 ETF holdings and have a range of 6 risk profiles.
The portfolios are designed for investors seeking access to a low-cost, diversified multi-asset portfolio with an actively managed asset allocation process that uses ETFs as underlying building blocks. These portfolios are suited to investors with a minimum investment timeframe between 3 to 5 years.
Lonsec
We’ve continued to expand Lonsec’s Listed Managed Portfolios by adding Lonsec Listed Managed Portfolio – Conservative.
The actively managed diversified portfolio includes 10-40 holdings and invests in predominantly listed products and Australian equities.
The portfolio is designed for investors seeking a diversified portfolio to generate income and some capital growth, over the medium term, through exposure across a range of asset classes by investing in listed securities. It is suited to investors with a minimum investment timeframe of 4 years.
Russell Investments
We’ve also expanded Russell Investments’ Sustainable Managed Portfolios by adding Russell Investments Sustainable Managed Portfolio – High Growth.
The actively managed diversified portfolio includes 5-60 holdings and invests in managed funds, Exchange Traded Funds (ETFs) and Australian equities.
The portfolio is designed for investors who have sustainability investment beliefs and are seeking to build wealth over the long term and are willing to accept the possibility of negative returns over the short to medium term. It is suited to investors with a minimum investment timeframe of 7 years.
Like to know more?
Contact your North Business Development Manager to find out more or visit our Diversified Managed Portfolios page.
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