We’ve expanded our investment menu to include a new sustainable managed portfolio constructed according to Russell’s sustainable investment philosophy.
We recently added Russell Investments Sustainable Managed Portfolio – Diversified 50 to our menu, delivering even greater choice for your clients when it comes to sustainable investing.
The portfolio is designed for investors with sustainability investment beliefs who are predominantly seeking exposure to investment managers, and strategies that integrate responsible investing practices into their decision making or design. The portfolio seeks to deliver a lower carbon score and enhanced ESG outcomes than the benchmark.
This dynamically managed portfolio is constructed using Russell Investments global responsible investing manager research and selection, asset allocation and portfolio management expertise. It typically invests in a diversified investment mix of which exposure to growth investments is around 50% and defensive investments is around 50%. The allocations are actively managed within the allowable ranges depending on market conditions.
Contact your North Business Development Manager to find out more or view the TMD below.
Other risk profiles in the series you might be interested in
| Russell Investments Sustainable Managed Portfolio – Balanced | ||
| Russell Investments Sustainable Managed Portfolio – Growth |
Improvements to the Death Benefit process
23 April 2024 We’re notifying clients and advisers that we’re making some important improvements to our Death Benefit nomination and payment processes, to make it easier to make a death benefit nomination and allow for quicker payment of claims where there isn’t a valid nomination. The changes will also provide further certainty around claims. Read more
Significant Event Notice to clients - May
23 April 2024 We’re writing to all North clients between 6-31 May 2024 via a Significant Event Notice (SEN) to let them know we’re making updates to some Terms and Conditions, related to their account. Read more
Four ways North’s new interactive client reporting can transform your reviews
22 April 2024 Alongside one of the strongest platform integrated ROA capabilities, and innovative features like North’s risk profiles, we’ve now introduced an all-new interactive client review tool. And it’s making a real difference for advisers. Read moreImportant 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 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 and North are trademarks registered to NMMT.