Leverage the strength of index and active investing in a series of 5 portfolios.
Invest based on the environmental, economic and social impact of a company.
Choose from 12 accumulation, income and objective-based portfolios.
You can find out more in the MyNorth Managed Portfolios product disclosure statement (PDS) and MyNorth Managed Portfolios target market determination (TMD).
Leverage the portfolio construction expertise of some of Australia’s leading investment managers to help bring your investment strategies to life. The investment managers and their portfolios are shown below. For more information, please refer to the target market determinations (TMDs) and factsheets.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0201 | BetaShares Dynamic ETF Managed PortFolio Conservative
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Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Conservative Target Allocation NR AUD Time horizon: 3 years Risk rating: 2/Low |
Aims to match or outperform the benchmark return over a rolling three-year period. |
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| NTH0202 |
BetaShares Dynamic ETF Managed Portfolio Moderate |
Multi assets with ETFs Time horizon: 4 years Risk rating: 3/Low to medium |
Aims to match or outperform the benchmark return over a rolling four-year period. |
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| NTH0203 | BetaShares Dynamic ETF Managed Portfolio Balanced | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 4/Medium |
Aims to match or outperform the benchmark return over a rolling five-year period. | |||||
| NTH0204 | BetaShares Dynamic ETF Managed Portfolio Growth | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 7 years Risk rating: 5/Medium to high |
Aims to match or outperform the benchmark return over a rolling seven-year period. | |||||
| NTH0205 | BetaShares Dynamic ETF Managed Portfolio High Growth | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
Aims to match or outperform the benchmark return over a rolling seven-year period. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0215 |
Morgan Stanley Wealth Management MAPS Core Conservative Portfolio
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Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Fund Multisector Conservative Category Average Time horizon: 7 years Risk rating: 3/Low to medium |
Aims to outperform its benchmark over a rolling seven-year period. |
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| NTH0216 |
Morgan Stanley Wealth Management MAPS Core Balanced Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Fund Multisector Conservative Category Average Time horizon: 7 years Risk rating: 3/Low to medium |
Aims to outperform its benchmark over a rolling seven-year period. |
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| NTH0217 |
Morgan Stanley Wealth Management MAPS Core Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Fund Multisector Aggressive Category Average Time horizon: 7 years Risk rating: 6/High |
Aims to outperform its benchmark over a rolling seven-year period. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | |||
| NTH0297 |
Morningstar Moderate Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 1% p.a. Time horizon: 3 years Risk rating: 3/Low to medium |
To achieve a consistent income return and a modest amount of capital growth, by investing in a diversified portfolio of defensive and growth asset classes, with an emphasis on defensive asset classes. The portfolio aims to outperform the benchmark over rolling three-year periods. |
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| NTH0298 |
Morningstar Balanced Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 2.5% p.a. Time horizon: 5 years Risk rating: 4/Medium |
To achieve a moderate amount of capital growth with some income, by investing in a diversified portfolio of growth and defensive asset classes. The portfolio aims to outperform the benchmark over rolling five-year periods. |
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| NTH0299 |
Morningstar Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 4% p.a. Time horizon: 8 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of growth and defensive asset classes, with an emphasis on growth asset classes. The portfolio aims to outperform the benchmark over rolling seven-year periods. |
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| NTH0300 |
Morningstar Aggressive Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 4% p.a. Time horizon: 8 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of growth and defensive asset classes, with a greater emphasis on growth asset classes. The portfolio aims to outperform the benchmark over rolling eight-year periods. |
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| NTH0301 |
Morningstar High Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 4.5% p.a. Time horizon: 9 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of predominantly growth asset classes, with a small proportion of defensive asset classes. The portfolio aims to outperform the benchmark over rolling nine-year periods. |
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| NTH0302 |
Morningstar All Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 10 years Risk rating: 7/Very high |
To achieve capital growth through investing in a diversified portfolio of predominantly growth asset classes. |
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| NTH0375 |
Morningstar Medalist Core Conservative Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Conservative Target Allocation NR AUD Time horizon: 3 years Risk rating: 2/Low |
To deliver outperformance of the benchmark over rolling 3-year periods. |
TMD (PDF) | |||
| NTH0376 |
Morningstar Medalist Core Moderate Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
To deliver outperformance of the benchmark over rolling 3-year periods. |
TMD (PDF) |
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| NTH0377 |
Morningstar Medalist Core Balanced Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 4/Medium |
To deliver outperformance of the benchmark over rolling 5-year periods. |
TMD (PDF) | |||
| NTH0378 | Morningstar Medalist Core Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 7 years Risk rating: 5/Medium to high |
To deliver outperformance of the benchmark over rolling 7-year periods. | ||||
| NTH0379 | Morningstar Medalist Core High Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 9 years Risk rating: 6/High |
To deliver outperformance of the benchmark over rolling 9-year periods. | TMD (PDF) | |||
| NTH0380 | Morningstar Medalist Core All Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 10 years Risk rating: 7/Very high |
To deliver outperformance of the benchmark over rolling 10-year periods. | TMD (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1054 |
IndexPlus Conservative Managed Portfolio
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Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Moderate Average Category Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to provide stable return through a diversified portfolio of primarily defensive assets. |
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| NTH1055 |
IndexPlus Moderately Conservative Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide moderate returns over the medium term through diversified portfolio of primarily defensive assets and some growth assets. |
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| NTH1056 |
IndexPlus Balanced Managed Portfolio | Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
Aims to provide moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. |
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| NTH1057 |
IndexPlus Moderately Aggressive Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
Aims to provide moderate high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
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| NTH1058 |
IndexPlus Aggressive Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: Risk rating: 6/High |
Aims to provide high long term returns through a diversified portfolio of primarily growth assets. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1116 |
MyNorth Sustainable
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Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 4/Medium |
This managed Portfolio seeks to provide moderate returns over the medium term through a diversified portfolio of defensive and growth assets. | |||||
| NTH1053 |
MyNorth Sustainable Balanced Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 5/Medium to high |
Seeks to generate moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. | |||||
| NTH1117 |
MyNorth Sustainable Moderately Aggressive Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
This managed portfolio seeks to provide high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1006 |
Research Choice Conservative Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Moderate Average Category Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to provide stable return through a diversified portfolio of primarily defensive assets. |
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| NTH1007 |
Research Choice Moderately Conservative Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide moderate returns over the medium term through diversified portfolio of primarily defensive assets and some growth assets. | |||||
| NTH1008 |
Research Choice Balanced Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
Aims to provide moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. |
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| NTH1009 |
Research Choice Moderately Aggressive Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
Aims to provide moderately high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
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| NTH1010 |
Research Choice Aggressive Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
Aims to provide high long term returns through a diversified portfolio of primarily growth assets. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1011 |
Research Choice Cautious Income Portfolio (Objective Based) |
Multi Assets/Multi manager - Income Focus Style: Style neutral/objective based Benchmark: Consumer Price Index (CPI) + 1.0% Time horizon: 4 years Risk rating: 4/Medium |
Aims to provide regular and higher income, modest capital growth and strong Focus towards capital preservation. |
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| NTH1012 |
Research Choice Income Builder Portfolio (Objective Based) |
Multi assets/multi manager - income Focus Style: Style neutral/objective based Benchmark: Consumer Price Index (CPI) + 2.0% Time horizon: 5 years Risk rating: 6/High |
Aims to provide higher current and Future income, modest capital growth and greater Focus towards capital preservation. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0283 |
Russell Investments Managed
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Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth-oriented assets. The portfolio aims to outperform the benchmark over the long term. | |||||
| NTH0284 |
Russell Investments Managed Portfolio - Diversified 50 |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
To provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth-oriented assets. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0285 |
Russell Investments Managed Portfolio - Balanced |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of growth-oriented assets and some defensive assets. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0286 |
Russell Investments Managed Portfolio - Growth |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To provide capital growth over the long term, consistent with a portfolio focusing on growth-oriented assets, while accepting fluctuations in capital values in the short term. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0287 |
Russell Investments Managed Portfolio - High Growth |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high |
To provide capital growth over the long term, consistent with a portfolio focusing solely on growth-oriented assets, while accepting fluctuations in capital values in the medium term. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0288 | Russell Investments Managed Portfolio - Geared 120 | Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 8 years Risk rating: 7/Very high |
To provide capital growth over the long term consistent with a portfolio focusing solely on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio typically has exposure to growth investments of around 120% as the allocation to geared investment strategies will generally be 20% of the portfolio. | |||||
| NTH0331 | Russell Investments Sustainable Managed Portfolio – Diversified 50 | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
To provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark, after fees, over a rolling four-year period. | |||||
| NTH0289 | Russell Investments Sustainable Managed Portfolio - Balanced | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth-oriented assets and some defensive assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling five-year period. | |||||
| NTH0290 | Russell Investments Sustainable Managed Portfolio - Growth | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a portfolio focusing on growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling six-year period. | |||||
| NTH0365 | Russell Investments Sustainable Managed Portfolio - High Growth | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a portfolio focusing on growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling seven-year period. |
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0279 |
Zenith Dynamic ETF 50% Growth Portfolio
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Multi assets with ETFs Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income, a moderate level of capital growth and capital volatility over an investment timeframe of 3 years. |
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| NTH0280 |
Zenith Dynamic ETF 70% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income, a moderate level of capital growth and a moderately high level of capital volatility over an investment timeframe of 4 years. | |||||
| NTH0281 |
Zenith Dynamic ETF 85% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/High |
Aims to provide income, a moderate level of capital growth and a high level of capital volatility over an investment timeframe of 5 years. |
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| NTH0282 |
Zenith Dynamic ETF 100% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high |
Aims to provide income, a high level of capital growth and a very high level of capital volatility over an investment timeframe of 7 years. |
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| NTH1024 |
Zenith Essentials 50% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income with a moderate level of capital growth and a moderate level of capital volatility. |
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| NTH1025 |
Zenith Essentials 70% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income with a moderate level of capital growth and a moderately high level of capital volatility. |
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| NTH1026 |
Zenith Essentials 85% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/High |
Aims to provide income with a high level of capital growth and a high level of capital volatility. |
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| NTH1027 |
Zenith Essentials 100% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high Risk rating: 5/Medium to high |
Aims to provide income with a high level of capital growth and a very high level of capital volatility. |
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| NTH1113 |
Zenith Elite Blends 50% Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income, with a moderate level of capital growth and capital volatility. | |||||
| NTH1114 |
Zenith Elite Blends 70% Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income with a moderate level of capital growth and a moderately high level of capital volatility. |
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| NTH1115 | Zenith Elite Blends 85% Growth Portfolio | Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/High |
Aims to provide income with a high level of capital growth and a high level of capital volatility. |
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We partner with an impressive range of managers. Learn more about their investment philosophies, portfolios and objectives.
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