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.
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What you need to know
1 Investment Trends February 2021 Managed Accounts Report
2 IMAP Managed Account FUM data 30 June 2021
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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.