This month, we’ve expanded our investment menu to include 11 new diversified managed portfolios from leading investment managers Morningstar and InvestSense.
Morningstar
Morningstar’s Managed Portfolios have been designed to meet the needs of all investors, whatever their financial goals, risk profile and life stage. The portfolios use Australian equities, ETFs and managed funds to grow savings above a clearly defined rate of inflation. They are also a gateway to Morningstar’s asset allocation, security selection, portfolio construction, and research capabilities.
Morningstar's disciplined investment process combined with strategic implementation ensures your clients are invested in quality investment opportunities. These investment solutions have been designed to align with the needs of investors; increasing wealth, while aiming to preserve capital through every stage of the market cycle. These portfolios are designed for advisers looking to access professionally managed, transparent investment portfolios for their client base.
To find out more, join Morningstar’s webinar on Wednesday 26 October at midday. You can register here. You may also like to download the below resources.
Multi-asset managed portfolios
InvestSense
We’ve also added five multi-asset portfolios from InvestSense that provide investors with exposure to a diversified portfolio of 7-30 managed funds and ETFs and around 20-40 direct Australian equities. The portfolios use the same managed funds base as the current InvestSense Diversified Managed Portfolios but the Multi-Asset series also offers a broadly diversified exposure to a mix of securities that are out of favour with the market and therefore trading at attractive valuations, combined with those that have attractive growth prospects but with reasonable valuations. Each portfolio aims to ensure that it is sufficiently diversified across sectors and controls for any biases.
Investment philosophy
InvestSense’s investment approach combines elements of fundamental and quantitative analysis, top-down and bottom-up views. InvestSense does not believe that any single investment style has a permanent edge in delivering superior returns across all asset classes, time horizons and market conditions. Rather, the investment methodology forces the manager to think about which tool, or combination of, is more likely to be effective under various scenarios and the current market environment. InvestSense believes that earnings and starting valuations are they two key drivers of share price returns over the long-term (while in the short-term it tends to be biased by momentum, analyst earnings revisions and news flow). InvestSense aims to construct a portfolio of attractively priced securities or those securities with reasonable earnings growth prospects for a reasonable price and holding for the long-term.
Meet the managers
Like to know more?
Contact your North Business Development Manager to find out more or click the below links to view the portfolio TMDs and the PDS.
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The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only and a person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. Past performance is no guarantee of future performance. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser. MyNorth is a trademark registered to NMMT.