New investment options have been added to the North platform.

We’re committed to helping you manage your clients’ changing investment needs, with flexible and competitive solutions. As part of this commitment, we have added even more investment options to MyNorth, North, Summit and iAccess which are available from 8 July 2022.

Take a look at our new investment options:

Ausbil Australian Smaller Companies Fund
AAP5529AU
Lazard Defensive Australian Equity Fund LAZ0022AU
Perpetual Pure Equity Alpha
PER0668AU
Investors Mutual Private Portfolio IML2681AU
Dimensional World Allocation 30/70 Trust
DFA8313AU
Dimensional Sustainability World Allocation 70/30 Trust
DFA7518AU
Dimensional Sustainability World Equity Trust
DFA4137AU
Ruffer Total Return International Aus Z
PIM1038AU
Aoris International Fund B PIM3513AU
Apostle Dundas Global Equity Class C
ETL0438AU
Trillium ESG Global Equity Fund Class A PER2095AU
Trillium Global Sustainable Opportunities Fund Class A PER4964AU
BetaShares Managed Risk Australian Share Fund AUST
VanEck MSCI Multifactor Emerging Markets Equity ETF EMKT
VanEck FTSE China A50 ETF CETF
ETFS S&P Biotech ETF CURE

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.