Download the guide

44% of advisers in Australia now use managed portfolios, up from 22% just five years ago1. And total funds under management across the managed portfolio industry in Australia is now more than $110 billion as at 31 December 2020, up from $80 billion in 20192.

We’ve partnered with IMAP to develop an educational guide to explain the rapidly growing demand for managed portfolios. The guide includes the ins and outs of managed portfolios, covering portfolio construction, implementation strategies and their effectiveness in meeting best interest duties.

CPD points are available. A North BDM can help you to obtain the points. You can also contact us for more information.

Enter your details below to download the guide to managed portfolios 

Privacy collection notice

The information you provide is being collected by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) in order to respond to your enquiry. If you don't provide the information requested, NMMT may not be able to respond to your query. Your personal information may be shared with business areas or companies within the AMP Group. We may also provide information to local and overseas entities which provide AMP with administrative, financial, research or other services, other insurers and credit providers, financial planners, brokers and other organisations authorised by AMP to assist in reviewing customer needs. We may also disclose personal information to courts, tribunals and dispute resolution bodies, government agencies, and other bodies we are required to provide information to under the law. A list of countries where these providers are likely to be located can be accessed via the AMP Privacy Policy.

The AMP Privacy Policy provides more information about how we manage and protect the personal information we hold about individuals. It sets out how you can access and correct the information that AMP holds about you, how you may complain about a breach of privacy and our process for resolving privacy related enquiries and complaints.

MyNorth Managed Portfolios

Discover ways you can help take your clients’ investment strategies to the next level

What you need to know

1 Investment Trends February 2021 Managed Accounts Report
2
IMAP Managed Account FUM data 30 June 2021

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only and 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 AMP Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hardcopy by contacting us on 1800 667 841. MyNorth is a trademark registered to NMMT.

MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). 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.  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 MyNorth platform and are only available via a financial adviser.