Independent research house, SQM Research, has rated MyNorth’s Research Managed Choice Managed Portfolio (‘RCMP’) as Superior. Awarding a 4-star rating, the research report highlights the experience and depth of expertise of the AMP Investments team, which was created in 2021 following the re-structuring of AMP Capital’s Multi-Asset Group and the AMP Research Team.

What does the rating mean?

The 4-star rating means the RCMP’s are considered:

  1. Suitable for inclusion on most APLs
  2. Superior
  3. High Investment Grade which means:
    1. The portfolio has been appreciable potential to outperform over the medium-to-long term;
    2. Historical performance has tended to be meaningful,
    3. PDS compliance processes are strong, and;
    4. There are very little to no corporate governance concerns.

You can find out more about SQM Research’s review and key observation by downloading the research report for the MyNorth Research Choice Managed Portfolios.

MyNorth Research Managed Choice Managed Portfolios

The Research Choice Managed Portfolios offer 12 diversified portfolios across the accumulation, income, and objective-based ranges. They’re offered by NMMT Limited and they are expertly constructed by leveraging AMPI’s in-house portfolio construction and manager selection capabilities, and its scale as a leading wealth manager in the Australian market. They’re available for clients who have a MyNorth Super, Pension or Investment account.

What you need to know

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It’s 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 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. 

MyNorth is a trademark registered to NMMT. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios.

All information on this website is subject to change without notice.

The rating contained in this document 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.