Four new multi-asset managed portfolios added to North’s investment menu
We recently added Elston’s flagship multi-asset managed portfolios series to our investment menu to provide you and your clients with greater choice.
The actively managed diversified portfolios include between 25 to 45 holdings and invest in ASX100 companies, managed funds and ETFs.
The portfolios are designed for investors seeking long term capital growth above inflation, tax effective income growth, a non-index weighted portfolio construction, and who are comfortable with a minimum investment timeframe between four and seven years.
The investment process for these portfolios encompasses five stages:
- Strategic asset allocation
- Tactical asset allocation
- Investment selection
- Portfolio construction
- Ongoing portfolio management
About the manager
Elston is one of Australia’s largest privately owned asset management firms, with a long-term track record in diversified and direct Australian equity managed account solutions. Elston is focused on delivering investment solutions to help investors build and preserve their wealth via Australian equity and multi-asset investment solutions.
About their investment philosophy
Elston’s investment philosophy incorporates the following values:
- an emphasis on long term capital preservation via a focus on strong underlying fundamentals, consistent with the belief that short term market movements are impossible to predict accurately
- avoiding speculative investments and instead focusing on companies with proven track records and the ability to sustainably grow earnings
- promoting portfolio diversity to capitalise on the benefits of diversification, but also focus on the best ideas to construct portfolios
- assessing a companies’ growth prospects against its relative value and,
- after-tax return management.
Like to know more?
Contact your Business Development Manager to find out more or view the TMDs below:
View Elston Moderate Portfolio TMD
View Elston Balanced Portfolio TMD
What you need to know
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) as administrator for N.M. Superannuation Pty Limited, ABN 31 008 428 322, AFSL 234654, Trustee of the Wealth Superannuation and Pension Fund (NM Super) and as platform operator of MyNorth and North. MyNorth and North are issued by NM Super. It is general in nature and for professional adviser use only and must not be distributed or made available to retail clients. 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/or investor directed portfolio services guide 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 Funds. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser. MyNorth and North are trademarks registered to NMMT.