We’re introducing three new managed portfolios from leading investment manager Lonsec to help take your client investment strategies to the next level.

As demand for managed portfolios increases, we’re committed to providing you with broad investment choices to suit all clients. Almost half (44%) of advisers now use managed portfolios, up from 22% just five years ago1, and they account for more than $131 billion in funds under management, up from $80 billion in 20192.

Here’s Lonsec’s Lukasz de Pourbaix, Executive Director, CIO, on how the managed portfolios give you even more choice for your clients.
 

 

Lonsec Listed Managed Portfolios

The new portfolios hold listed products and equities and are backed by Lonsec’s four investment pillars:

  1. Dynamic portfolio management to achieve investment goals while managing risk.
  2. High quality investments underpinned by extensive research.
  3. Strong risk management supported by rigorous governance.
  4. Diversified portfolio construction.
Portfolios  Aims to deliver Long-term average exposure
Balanced Balance of income with moderate capital growth over a minimum of 5 years 60% growth and 40% defensive assets.
Growth  Capital growth and some income over a minimum of 6 years 80% growth and 20% defensive assets.
High growth Capital growth over a minimum of 7 years 100% growth assets


Like to know more?

We now offer 26 equity managed portfolios from 11 leading investment managers, providing broad investment choice to suit all clients —you can find more about our range here.

Our guide to managed portfolios has everything you need to know about the ins and outs of managed portfolios—from portfolio construction to implementation strategies and meeting best interest duties.

 


1 Investment Trends February 2021 Managed Accounts Report.
2 IMAP Managed Account FUM data, December 2021.

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.   

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