We recently added 7 new portfolios from DNR Capital and Morningstar to our investment menu - bringing our total number of managed portfolios to 111.

DNR Capital

This month, we’ve added DNR Capital’s Australian Equities Socially Responsible Portfolio to our menu. This actively managed portfolio offers investors exposure to socially responsible, high quality, large and mid-cap Australian listed equities.

This actively managed portfolio offers investors exposure to socially responsible, high quality, large and mid-cap Australian listed equities.

The portfolios is designed for investors who seek an actively managed Australian equities portfolio that adopts a negative screening strategy, combined with an ESG ratings assessment, ESG integration and company engagement, to deliver responsible investment. The portfolio’s negative screen precludes the portfolio from owning stocks with exposure to pornography, gaming, armaments and tobacco.

DNR Capital’s Socially Responsible Portfolio has been certified by the Responsible Investment Association Australasia (RIAA) in accordance with the strict guidelines of its Responsible Investment Certification Program.

Morningstar

We’ve also added six new portfolios from Morningstar’s Medalist Core range.

These portfolios use active, multi-asset strategies where reasonable outperformance is persistently available and passive strategies where it’s not, ensuring your clients have a robust, research-led investment solution.

This suite of portfolios is made up of highly rated managed funds and ETFs and are available across various investment horizons and a broad set of risk profiles.

 

Like to know more?

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

North and MyNorth are trademarks registered to NMMT.  

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