About the manager
MST Income is a dedicated division within MST Financial, specialising in tailored income solutions for wealth managers and institutional investors. Leveraging MST’s platform - which spans equity research, capital markets, corporate advisory, and trading - the MST Income team constructs debt and hybrid SMA portfolios that prioritise income generation while preserving capital. Backed by proprietary research and internal market expertise, MST Income delivers targeted, outcome-driven strategies. MST Income is recognised as a market leader in hybrid and debt investments, focused on delivering consistent, risk-aware returns.
MST’s investment philosophy
The strategy aims to outperform its investment objective by leveraging the manager’s deep experience to capitalise on inefficiencies in the Australian Debt and Hybrid market. It considers factors such as credit quality, subordination, sector, duration, franking, and liquidity. The process combines fundamental analysis - identifying value through pricing anomalies and switching based on relative risk/return - with technical insight into market flow and execution. Portfolio changes are liquidity-aware, ensuring trades are executed efficiently with minimal market impact in an often-illiquid market.
Like to know more?
Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.
Introducing the Elston Income managed portfolio series
27 June 2025 This portfolio series is aimed at delivering targeted investor outcomes, particularly for retirees seeking income generating solutions. Read more
North Expands Managed Portfolio Menu with New Income-Focused Portfolios, Enhancing Adviser Flexibility and Client Choice
27 June 2025 We’re thrilled to announce that the North managed portfolio menu has expanded with the introduction of several new retirement income-focused and fixed-income solutions. Read more
Introducing BondAdviser to the North managed portfolios menu
27 June 2025 BondAdviser is an employee-owned financial services provider based in Australia, specialising in fixed income and credit. 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.
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.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.