This month, we’ve expanded our investment menu to include 11 new diversified managed portfolios from leading investment managers Morningstar and InvestSense.
Morningstar
Morningstar’s Managed Portfolios have been designed to meet the needs of all investors, whatever their financial goals, risk profile and life stage. The portfolios use Australian equities, ETFs and managed funds to grow savings above a clearly defined rate of inflation. They are also a gateway to Morningstar’s asset allocation, security selection, portfolio construction, and research capabilities.
Morningstar's disciplined investment process combined with strategic implementation ensures your clients are invested in quality investment opportunities. These investment solutions have been designed to align with the needs of investors; increasing wealth, while aiming to preserve capital through every stage of the market cycle. These portfolios are designed for advisers looking to access professionally managed, transparent investment portfolios for their client base.
To find out more, join Morningstar’s webinar on Wednesday 26 October at midday. You can register here. You may also like to download the below resources.
Multi-asset managed portfolios
InvestSense
We’ve also added five multi-asset portfolios from InvestSense that provide investors with exposure to a diversified portfolio of 7-30 managed funds and ETFs and around 20-40 direct Australian equities. The portfolios use the same managed funds base as the current InvestSense Diversified Managed Portfolios but the Multi-Asset series also offers a broadly diversified exposure to a mix of securities that are out of favour with the market and therefore trading at attractive valuations, combined with those that have attractive growth prospects but with reasonable valuations. Each portfolio aims to ensure that it is sufficiently diversified across sectors and controls for any biases.
Investment philosophy
InvestSense’s investment approach combines elements of fundamental and quantitative analysis, top-down and bottom-up views. InvestSense does not believe that any single investment style has a permanent edge in delivering superior returns across all asset classes, time horizons and market conditions. Rather, the investment methodology forces the manager to think about which tool, or combination of, is more likely to be effective under various scenarios and the current market environment. InvestSense believes that earnings and starting valuations are they two key drivers of share price returns over the long-term (while in the short-term it tends to be biased by momentum, analyst earnings revisions and news flow). InvestSense aims to construct a portfolio of attractively priced securities or those securities with reasonable earnings growth prospects for a reasonable price and holding for the long-term.
Meet the managers
Like to know more?
Contact your North Business Development Manager to find out more or click the below links to view the portfolio TMDs and the PDS.
Our managed portfolio menu now features exciting new additions
01 April 2025 This month we’ve added three new managers to the North platform, and have also extended our partnership with Betashares, providing you and your clients with greater flexibility and choice. Read more
Innovative Betashares Geared Managed Portfolio Series added to North platform
28 March 2025 This month we’ve added the Betashares Moderately geared managed portfolios series to our investment menu. Read more
Introducing AZ Sestante to North
28 March 2025 This month we’ve added AZ Sestante and their managed portfolios to our investment menu. Read more
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.
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