MyNorth Managed Portfolios

Service more clients without compromising on flexibility.

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Unlocking the power of managed portfolios

North’s range of professionally managed portfolios offers choice and flexibility to meet a range of goals. And, they also deliver considerable efficiencies so you can focus on providing holistic advice while outsourcing the day-to-day portfolio management.

   

  • Fee advantages through scale

    Benefit from both discounted unit classes and rebates for more efficient portfolio pricing.

  • Competitive fees

    No fixed dollar minimums, a flat fee of 0.10% per trade, and a competitive cash rate.

  • Fractional investing

    The only platform to offer fractional listed security trading capability, lowering investment minimums and keeping clients in market for longer.

  • Free in-specie transfer

    No cost associated with transferring assets in or out of a managed portfolio.

   

  • Low cash account minimums

    Only 1% is required for managed portfolios.

  • Institutional-grade governance

    Rest assured, we actively monitor our managers and their portfolios so you don’t have too.

  • Portability

    Easily transfer assets into and out of a managed portfolio without triggering a CGT event.

  • On-demand reports

    On-demand reporting, and monthly and quarterly portfolio updates.

Pick from our flagship menu

With over 152 managed portfolios and growing, designed in partnership with 24 leading investment managers, there’s a solution to fit almost every investment goal. Choose from single sector, diversified, low cost, index, geared and sustainable options across all asset classes and risk profiles.

Single sector managed portfolios

Portfolios across a range of investment styles including large cap, small/mid cap, income, international and ESG.

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Diversified managed portfolios

Portfolios across a range of investment styles including large cap, small/mid cap, income, international and ESG.

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Grow Managed Portfolios

Selection of purpose-built managed portfolios, for clients who have simpler investment needs.

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North Blend managed portfolios

Portfolios in partnership with some of Australia's leading investment managers offering portfolio customisation at scale.

View range

       

How managed portfolios can unlock better retirement outcomes

Financial Standard's Guide to Investing for Retirement explores the role managed portfolios can play into and through retirement.
Read now

Customise a solution for your business

We also offer bespoke managed portfolio options for your practice. Strengthen your practice proposition and engage your client base with custom-branded disclosure documents and reporting.

  • Badged for you

    A customised menu of managed portfolios, branded specifically for your practice and chosen to meet the needs of your clients. You'll have the freedom to curate an investment list, but peace of mind as you leave asset selection to your choice of manager.

  • Blended for you

    Customise portfolios with our managed portfolio team by choosing off the Blend menu and then swapping out to your preferred underlying fund managers within an asset class, to meet the needs of your advice practice.

  • Built for you

    Our specialist managed portfolio team can work with you and your chosen asset consultant to create a tailored portfolio series. Suitable for large practices and licensees who have a well-articulated investment philosophy and process.

Fast and reliable execution supported by an experienced team

1 

Discovery and design

Initial fact find and portfolio design workshops to understand your practice needs.

2 

Selection 

Manager due diligence, selection and portfolio approval.

3 

Build

Portfolio setup, training and development of practice-branded materials.

4 

Launch

Ongoing monitoring of your chosen manager and portfolios post launch. 

Our investment partners

We partner with an impressive range of managers. Learn more about their investment philosophies, portfolios and objectives.
Meet the experts

What other advisers are saying

"North has done an amazing job with the bread of its offer across managed portfolios, and the speed of information to clients is exceptional."


Anthony Jury
Anthony Jury & Associates

Read why Anthony uses North

"All of our clients now use North's SMAs, as they provide such great flexibility and customisation when it comes to asset allocation."


Rod Koch
TNQ Financial Planning

Read why Rod uses North 

Resources

See more product updates

An introduction to managed portfolios

Learn how managed portfolios could benefit both your business and your clients and how to make the transition a smooth one.

Download the guide

We're here to help
 

North Service Centre


Monday to Friday
8.30am - 7pm (Sydney time)

    

Important information

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. 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 North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.   

North and MyNorth are trademarks registered to NMMT.  

All information on this website is subject to change without notice. 

© 2024 NMMT Limited. All rights reserved.

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