Introducing Portfolio Pulse
A new quarterly update series providing Managed Funds and Managed Portfolios insights for advisers.
5 minutes
Portfolio Pulse: Managed Funds
A 60‑minute update designed to provide deeper fund‑level insight and direct access to AMP Investments portfolio managers.
In this first session, Stephen Flegg and Jeronimo Harrison from AMP Investments were joined by Dr Shane Oliver to share insights on:
- Market overview and context from the quarter
- North Professional and MyNorth Index Managed Fund Q1 performance and portfolio positioning
- Live Q&A
- Diversification under stress: How effective has diversification been in the recent geopolitical shock, where equities, credit, bonds and traditional hedges like gold sell off together.
Duration: 60 min
Expiry: 30 December 2026
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Portfolio Pulse: Managed Portfolios
A 30‑minute update designed to keep you across portfolio performance, strategy, and key market developments.
In this first session, Stuart Eliot and John Wong from AMP Investments shared insights on:
- Market impacts, opportunities, and key themes
- AMP Investments’ management of the MyNorth Managed Portfolios, including Q1 performance and key contributors
- Updates on portfolio holdings and positioning
- Spotlight: Introducing AMP’s dynamic asset allocation overlay for IndexPlus and Research Choice.
Duration: 30 min
Expiry: 30 December 2026
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Important information
® North and MyNorth are trademarks registered to NMMT.
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.
