Accumulation range
These managed portfolios aim to seek growth and reinvest earnings to further grow returns. They may be suitable for clients who are looking to save for retirement.
The Research Choice Managed Portfolios offer 12 diversified portfolios across the accumulation, income, and objective-based ranges. They’re offered by NMMT Limited and expertly constructed and managed by the MyNorth Research team. They’re available for clients who have a MyNorth Super, Pension or Investment account. For full details and fees payable, refer to the relevant product disclosure statement (PDS), the MyNorth Managed Portfolios PDS and MyNorth Managed Portfolios TMD.
Accumulation range
| 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. |
Income range
These managed portfolios aim to provide higher recurring income with less downside risk than the accumulation range. They may be suitable for clients looking for income in retirement.
Objective-based range
These managed portfolios seek set outcomes over defined periods with a focus on capital preservation. They may be suitable for clients looking for income and modest capital growth.
| 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. |
Key benefits
Talk to a BDM
Learn more with the SQM Research report
SQM Research report
The report provides SQM Research's:
- rational to their Superior rating
- review and key observations of the Research Choice Managed Portfolio
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About the MyNorth Research team
The MyNorth Research team has substantial experience in fund manager research and portfolio management. In constructing and managing the portfolios, the team:
- selects assets from a range of managers to provide diversification across strategies and styles, and
- draws on quantitative and qualitative assessments to make portfolio changes to ensure they align to set investment objectives and risk levels.
What are the risks
- The performance of the interest held for you in MyNorth Managed Portfolios will depend on the performance of the managed portfolio chosen, and the performance of the assets in the managed portfolio. The managed portfolios offered are subject to risk, including possible delays in repayment and loss of income and capital. No member of the AMP group or the investment manager(s) guarantee the repayment of capital, payment of income or the performance of the managed portfolios chosen.
- All investments carry a risk component. Risk in an investment context refers to the possibility that the investment will not return its original capital or expected income and that the level of return will be volatile over any given time period. This risk can include market risk, company risk, currency risk, interest rate and inflation risk.
Documents & downloads
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 for 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. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which Research Choice Managed Portfolios is offered. All managed portfolios may not be available across all products on the MyNorth platform. MyNorth is a trademark registered to NMMT.
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The rating contained in this document 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.