Independent research house, SQM Research, has rated MyNorth’s Sustainable and IndexPlus Managed Portfolios as Superior - high investment grade and suitable for inclusion on most APLs. Awarding a 4-star rating, the research report highlights the well-resourced and highly experienced investment teams of AMP and Pendal, and their robust investment process.
What does the rating mean?
In the SQM Research review the portfolios have been rated as:
- Suitable for inclusion on most APLs
- Superior
- Investment grade which means:
- the portfolio has an appreciable potential to outperform over the medium-to-long term;
- historical performance has tended to be meaningful;
- PDS compliance processes are strong, and;
- there are very little to no corporate governance concerns.
You can find out more about SQM Research’s review and key observation of the portfolios by downloading their research report for
MyNorth IndexPlus Managed Portfolios
The MyNorth IndexPlus Managed Portfolios is a suite of multi-manager, multi-asset portfolios managed across five risk profiles, ranging from conservative to aggressive. The portfolios are managed close to their long-term asset allocation targets, guided by a core-satellite approach that combines the efficiencies of passive strategies and the strengths of high-quality active investment strategies. They may appeal to cost-conscious clients that are seeking to reduce the overall variability around market returns.
MyNorth Sustainable Managed Portfolios
The MyNorth Sustainable Managed Portfolios are actively managed multi-manager, multi-asset portfolios offered with three risk profiles. The portfolios are managed within a sustainable framework that focuses on delivering financial returns while aiming to make positive, sustainable changes to society and the environment.
The portfolio employs a sustainable approach to investing, actively seeking out managed funds that integrate environmental, social and governance (ESG) factors into their investment decisions. Fund selection is guided by three sustainability principles: transitioning to a low-carbon environment, avoiding strategic investments in thermal coal, tobacco, gambling, pornography, and controversial weapons, and encouraging positive ESG outcomes for the community.
Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. 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 North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.