Independent research house, SQM Research, has reviewed North’s inhouse managed portfolios - Index Plus and MyNorth Sustainable - and has maintained a 4 stars 'Superior’ rating.

SQM have also recently reviewed the Research Choice Managed Portfolios for the first time and rated it as 4 stars ‘Superior’.

What does the rating mean? 

The 4-star rating means these are considered: 

  • Suitable for inclusion on most APLs 
  • Superior 
  • High Investment Grade which means: 

    • The portfolio has been 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 the portfolio’s SQM Research review and key observations by downloading the research reports here:

 

 

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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 and North are trademarks registered to NMMT.