North Expands Managed Portfolio Menu with New Income-Focused Portfolios, Enhancing Adviser Flexibility and Client Choice

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. This move reflects North’s continued commitment to enhancing platform capability and delivering greater investment choice to advisers and their clients—particularly those in or approaching retirement.

As part of the expansion, we are introducing new portfolios from well-regarded investment managers, including Elston and MST, and welcoming BondAdviser to our investment menu. Each manager and portfolio offer distinct advantages tailored for clients seeking income protection, certainty and fixed income in retirement.

A Diversified Set of Income-Focused Solutions

The Elston Income Series brings a well-rounded approach designed specifically for retirees and income-focused investors. Elston’s balanced investment approach combines income generation with long-term capital preservation, while delivering tax-effective outcomes through unfranked dividends and frequent rebalancing—making it particularly suitable for lower-tax environments such as pension or accumulation accounts. Backed by strong business relationships, Elston currently manages $600 million FUM across North’s portfolios.

MST’s income portfolio adds a strong defensive allocation to the platform, targeting clients in the retirement phase. It focuses on capitalising on inefficiencies in the Australian debt and hybrid securities market, offering a compelling combination of income and stability in today’s microenvironment. With over 13 years of experience and a strong network in the sector, MST’s differentiated approach delivers targeted, outcome-driven strategies that are backed by proprietary research and internal market expertise.

A new fixed-income portfolio from BondAdviser rounds out the expansion, providing access to ASX-listed securities with no liquidity restrictions. With over a decade of investment management experience, the BondAdviser team behind the strategy uses rich data, algorithms, and robust analysis to optimise fixed-income exposure. The portfolio offers a timely solution to an identified gap on the platform, meeting strong adviser demand for reliable, lower-risk income alternatives.

Strengthening North’s Adviser and Client Value Proposition

These additions are part of our broader strategy to build out the platform’s investment menu, ensuring it remains relevant and responsive to market needs. By introducing differentiated income-focused strategies, we’re committed to supporting advisers with more tools to tailor investment solutions, particularly for clients with retirement income goals.

The expansion enhances North’s reputation as a platform of choice for advisers looking to access quality managers, proven income solutions, and greater portfolio flexibility—all while helping clients achieve better financial outcomes.

Like to know more?

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