We’re pleased to announce that three new equity managed portfolios are now available through the North platform.
Research Australian Equity Portfolios
The new Australian equity and Australian equity income portfolios are managed by Paul Saliba and primarily invest in a diversified selection of ASX-listed companies based on their potential to outperform the benchmark over time, with an excess rolling return over a five-year period. These portfolios are now available on the North Investment menu, and you can find out more by watching the below videos.
SQM research has rated the portfolios as favourable, noting the experienced management team displaying investment-grade quality.
Elston Australian Large Companies Portfolio
The Elston Australian Large Companies Portfolio is now available on the North Investment Menu.
The investment universe for this actively managed, style neutral Australian equity portfolio is ASX 100 companies, with 20-40 underlying holdings. It aims to exceed the investment returns of the S&P/ASX 100 Gross Total Return Index benchmark by 2% p.a. over rolling five-year periods.
Elston’s active investment philosophy is focused on:
- after-tax outcomes
- long-term returns
- diversification
- balancing growth prospects against valuations
- understanding economies, markets and profits are driven by fundamentals and psychology.
Elston’s investment process has five stages:
- Idea generation
- Investment research
- Valuation
- Portfolio construction
- Portfolio management
Like to know more?
Contact your Business Development Manager to find out more or view the TMDs below.
Elston Australian Large Companies Portfolio TMD
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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The rating contained in this webpage is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.