12 new managed portfolios added to North’s investment menu

This month, we have added 12 new managed portfolios from Russell Investments and Zenith to our investment menu. The new options are across a range of strategies and styles including diversified, geared, sustainable and dynamic ETF.

Russell Investments

Russell Investments is a global investment solutions partner dedicated to helping investors reach their long-term goals. Building on an 85-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments specialises in multi-asset solutions, scouring the globe for investment strategies, managers and asset classes to deliver to its clients around the world.

We have added eight new portfolios to our investment menu, their core diversified series, a geared option and two sustainable portfolios.

  • Russell Investments Managed Portfolio - Conservative
  • Russell Investments Managed Portfolio - Diversified 50
  • Russell Investments Managed Portfolio - Balanced
  • Russell Investments Managed Portfolio - Growth
  • Russell Investments Managed Portfolio - High Growth
  • Russell Investments Managed Portfolio - Geared 120
  • Russell Investments Sustainable Managed Portfolio - Balanced
  • Russell Investments Sustainable Managed Portfolio - Growth

Zenith Investment Partners

Zenith Investment Partners is one of Australia’s leading investment research businesses, specialising in managed funds research, consulting and investment solutions for financial advisers. Their newest portfolios, Zenith Dynamic ETFs, are diversified, multi-asset portfolios that incorporate a broad range of ETF exposures using a proprietary dynamic asset allocation (DAA) overlay to maximise market opportunities. The portfolios suit investors seeking a cost effective, actively managed diversified investment solution and are available in four risk profiles.

  • Zenith Dynamic ETF 50% Growth Portfolio
  • Zenith Dynamic ETF 70% Growth Portfolio
  • Zenith Dynamic ETF 85% Growth Portfolio
  • Zenith Dynamic ETF 100% Growth Portfolio

Zenith’s investment philosophy is based on four key principles:

  • Maximise sources of return
  • Objective data driven approach
  • Markets are inefficient
  • Market awareness (DAA)

Zenith’s investment process has four key stages:

  1. Signal testing and development
  2. DAA signal scores
  3. Qualitative overlay
  4. Final DAA tilts


Like to know more?

Contact your Business Development Manager to find out more or view the TMDs via the below links.

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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