We’ve expanded our investment menu to include a new sustainable managed portfolio constructed according to Russell’s sustainable investment philosophy.
We recently added Russell Investments Sustainable Managed Portfolio – Diversified 50 to our menu, delivering even greater choice for your clients when it comes to sustainable investing.
The portfolio is designed for investors with sustainability investment beliefs who are predominantly seeking exposure to investment managers, and strategies that integrate responsible investing practices into their decision making or design. The portfolio seeks to deliver a lower carbon score and enhanced ESG outcomes than the benchmark.
This dynamically managed portfolio is constructed using Russell Investments global responsible investing manager research and selection, asset allocation and portfolio management expertise. It typically invests in a diversified investment mix of which exposure to growth investments is around 50% and defensive investments is around 50%. The allocations are actively managed within the allowable ranges depending on market conditions.
Contact your North Business Development Manager to find out more or view the TMD below.
Other risk profiles in the series you might be interested in
| Russell Investments Sustainable Managed Portfolio – Balanced | ||
| Russell Investments Sustainable Managed Portfolio – Growth |
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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