This month we’ve added MLC Asset Management and their diversified portfolios to our investment menu.

The portfolios are actively managed, with an aim of delivering more reliable returns across a range of potential market environments, whilst managing new risks and capturing new opportunities. It’s designed for investors seeking some income return and potential capital growth with moderate to high levels of volatility, through investing in a diversified mix of growth and defensive assets. 

About the manager

MLC Asset Management Services Limited (MLC Asset Management) is one of the largest investment managers in the Australian market, with over 35 years’ experience designing and managing multi-asset class portfolios. They have over $157 billion in AUM (Dec 2021) and more than 100 investment professionals, both in-house specialists and those in external investment management companies.

MLC’s investment philosophy

MLC’s investment philosophy has evolved over the years and multiple investment cycles, guiding how they manage their investor’s money. They carefully calibrate the portfolio’s asset allocations, select long-term strategies and special asset managers, and actively monitor and adjust portfolios to provide diversified and resilient returns.

To find out more about MLC’s investment philosophy, click here.


Like to know more?

Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.

 

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