Benefits
A suite of five risk-based multi-asset portfolios that can be adapted to the wide-ranging needs of advisers and their clients.
Diversified Index Managed Portfolios
The Diversified Index Managed Portfolios are available in MyNorth Super, Pension or Investment accounts. For more details, please refer to the MyNorth Managed Portfolio product disclosure statement (PDS) and MyNorth Managed Portfolio target market determination (TMD).
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0432 | Diversified Index Conservative Portfolio
|
Multi assets/multi manager Style: Index Growth/Defensive: 35/65 Benchmark: Morningstar Australian Multi-Sector Moderate Average Category Time horizon: 3 years Risk rating: 4/Medium |
To perform in-line with the stated managed portfolio benchmark over rolling three-year periods. |
TMD (PDF) | ||||
| NTH0433 | Diversified Index Moderately Conservative Portfolio | Multi assets/multi manager Style: Index Growth/ Defensive: 55/45 Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling four-year periods. |
TMD (PDF) | ||||
| NTH0434 | Diversified Index Balanced Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 70/30 Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling five-year periods. | TMD (PDF) | ||||
| NTH0435 |
Diversified Index Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 85/15 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling seven-year periods. | TMD (PDF) | ||||
| NTH0436 | Diversified Index High Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 100/0 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 10 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling ten-year periods. | TMD (PDF) |
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What you need to know
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It’s for professional adviser use only and must not be distributed or made available to retail clients. A person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online or more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. Past performance is no guarantee of future performance. MyNorth Super and Pension is issued by N.M. Super. MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. The issuer of MyNorth Managed Portfolios is NMMT. MyNorth is a trademark registered to NMMT.
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