Benefits
IndexPlus combines the strength of index and active investing into a series of five managed portfolios. It may appeal to cost-conscious clients that are seeking to reduce the overall variability around market returns.
IndexPlus Managed Portfolios
The IndexPlus 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 | ||||
| NTH1054 |
IndexPlus Conservative Managed Portfolio
|
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. |
SQM Research report
The report provides SQM Research’s:
- rational to their Superior rating
- review and key observations of the IndexPlus Managed Portfolios.
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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.
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.
All information on this website is subject to change without notice.