We’re introducing two new equity managed portfolios from the MyNorth Research Team to provide your clients with more options on the North investment menu. These portfolios are managed by Paul Saliba and are based off the model portfolios he has been running for several years.
Advisers are increasingly using the reporting, transaction, and portfolio management capabilities of managed portfolios to meet clients’ goals. More than 1 in 2 financial advisers are now using managed portfolios for their clients1, with MyNorth Managed Portfolios hitting over $4.7bn in funds under management as at 2 May 20222.
Research Australian Equity Portfolios
The new Australian equity and Australian equity income portfolios primarily invest in a diversified selection of ASX-listed companies based on their potential to outperform the benchmark over time, with an excess rolling return over a five-year period. These portfolios will soon be available on the North Investment menu, in the meantime you can find out more in the below videos.
SQM research has rated the portfolios favourable, noting the experienced management team displaying investment-grade quality.
Like to know more?
Contact your Business Development Manager to find out more.
1 Investment Trends Managed Account Report 2022
2 North 2022
3 Benchmark: Morningstar Australia Index
What you need to know
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.
The rating contained in this webpage 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.