Diversified Index is a low-cost managed portfolio solution.
Leverage the strength of index and active investing in a series of 5 portfolios.
Choose from 12 accumulation, income and objective-based portfolios.
Invest based on the environmental, economic and social impact of a company.
You can find out more in the MyNorth Managed Portfolios product disclosure statement (PDS) and MyNorth Managed Portfolios target market determination (TMD).
Leverage the portfolio construction expertise of some of Australia’s leading investment managers to help bring your investment strategies to life. The investment managers and their portfolios are shown below. For more information, please refer to the target market determinations (TMDs) and factsheets.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0444 | Activam Conservative & Income Portfolio
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Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 2% p.a. Time horizon: 3 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI .by at least 2% per annum over a rolling 3-year period. |
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| NTH0445 |
Activam Moderate Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 2.5% p.a. Time horizon: 5 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI by at least 2.5% per annum over a rolling 5-year period. |
Fact sheet (PDF) | ||||
| NTH0446 | Activam Index-Focused Balanced Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 3% p.a. Time horizon: 7 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI by at least 3% per annum over a rolling 7-year period. |
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| NTH0447 | Activam Balanced Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 3% p.a. Time horizon: 7 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI by at least 3% per annum over a rolling 7-year period. |
Fact sheet (PDF) | ||||
| NTH0448 | Activam Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 3.5% p.a. Time horizon: 10 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI by at least 3.5% per annum over a rolling 10-year period. |
Fact sheet (PDF) | ||||
| NTH0449 | Activam High Growth Portfolio | Multi assets with ETFs Style: Active asset allocation Benchmark: CPI + 4% p.a. Time horizon: 10 years Risk |
Aims to deliver a rate of return that exceeds inflation CPI by at least 4% per annum over a rolling 10-year period. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0714 | AV Core Satellite - Moderate
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Style: Core Satellite Benchmark: RBA Cash + 1.5% Time Horizon: 4 years Risk Rating: SRM: 4/ Medium |
Aims to deliver returns of RBA Cash + 1.5% over a rolling 4 year periods net of fees. | |||||
| NTH0715 | AV Core Satellite - Balanced | Style: Core Satellite Benchmark: RBA Cash + 2.5% Time Horizon: 5 years Risk Rating: SRM: 5/ Medium to High |
Aims to deliver returns of RBA Cash + 2.5% over a rolling 5 year periods net of fees. | |||||
| NTH0716 | AV Core Satellite - Growth | Style: Core Satellite Benchmark: RBA Cash + 3.5% Time Horizon: 6 years Risk Rating: SRM: 6/ High |
Aims to deliver returns of RBA Cash + 3.5% over a rolling 6 year periods net of fees. |
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| NTH0717 | AV Core Satellite - High Growth | Style: Core Satellite Benchmark: RBA Cash + 4.5% Time Horizon: 7 years Risk Rating: SRM: 7/ Very high |
Aims to deliver returns of RBA Cash + 4.5% over a rolling 8 year period net of fees. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0539 | Sestante Dynamic Conservative | Style: Active, valuation-based investing, dynamic asset allocation Benchmark: RBA Cash Rate +2.0% p.a. Time horizon: 3 years Risk rating: 4/Medium |
The portfolio aims to utilise AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 70% exposure to income assets (such as cash and fixed interest), and around 30% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns. |
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| NTH0540 | Sestante Dynamic Moderately Conservative | Style: Active, valuation-based investing, dynamic asset allocation Benchmark: RBA Cash Rate +2.5% p.a. Time horizon: 5 years Risk rating: 4/Medium |
The portfolio aims to utilise AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 50% exposure to income assets (such as cash and fixed interest), and around 50% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns. |
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| NTH0541 | Sestante Dynamic Balanced | Style: Active, valuation-based investing, dynamic asset allocation Benchmark: RBA Cash Rate +3.5% p.a. Time horizon: 6 years Risk rating: 4/Medium |
The portfolio aims to utilise AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 30% exposure to income assets (such as cash and fixed interest), and around 70% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns. |
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| NTH0542 | Sestante Dynamic Assertive | Style: Active, valuation-based investing, dynamic asset allocation Benchmark: RBA Cash Rate +4.5% p.a. Time horizon: 7 years Risk rating: 4/Medium |
Active - The portfolio aims to utilise AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 15% exposure to income assets (such as cash and fixed interest), and around 85% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improverisk-adjusted returns. |
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| NTH0543 | Sestante Dynamic Aggressive | Style: Active, valuation-based investing, dynamic asset allocation Benchmark: RBA Cash Rate +5.0% p.a. Time horizon: 7 years Risk rating: 4/Medium |
The portfolio aims to utilise AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 2% exposure to income assets (such as cash and fixed interest), and around 98% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns. |
Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0201 | Betashares Dynamic ETF Managed PortFolio Conservative
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Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Conservative Target Allocation NR AUD Time horizon: 3 years Risk rating: 2/Low |
Aims to match or outperform the benchmark return over a rolling three-year period. |
Fact sheet (PDF) | ||||
| NTH0202 |
Betashares Dynamic ETF Managed Portfolio Moderate |
Multi assets with ETFs Time horizon: 4 years Risk rating: 3/Low to medium |
Aims to match or outperform the benchmark return over a rolling four-year period. |
Fact sheet (PDF) | ||||
| NTH0203 | Betashares Dynamic ETF Managed Portfolio Balanced | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 4/Medium |
Aims to match or outperform the benchmark return over a rolling five-year period. | |||||
| NTH0204 | Betashares Dynamic ETF Managed Portfolio Growth | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 7 years Risk rating: 5/Medium to high |
Aims to match or outperform the benchmark return over a rolling seven-year period. | |||||
| NTH0205 | Betashares Dynamic ETF Managed Portfolio High Growth | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
Aims to match or outperform the benchmark return over a rolling seven-year period. | |||||
| NTH0565 | Betashares Dynamic ETF Managed Portfolio All Growth | Multi assets with ETFs Style: Style neutral/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
Aims to match or outperform the benchmark return over a rolling seven-year period. |
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| NTH0527 | Betashares Moderately Geared Balanced Portfolio | Style: Diversified Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 5 |
Aims to deliver capital growth and income consistent with a balanced risk-return profile. By using a moderately geared strategy, the portfolio seeks to create opportunities for enhanced diversification benefits. | |||||
| NTH0528 | Betashares Moderately Geared Growth Portfolio | Style: Diversified Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 7 years Risk rating: 6 |
Aims to deliver capital growth and income consistent with a growth risk-return profile. By using a moderately geared strategy, the portfolio seeks to create opportunities for enhanced diversification benefits. |
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| NTH0529 | Betashares Moderately Geared High Growth Portfolio | Style: Diversified Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6 |
Aims to deliver capital growth and income consistent with a high growth risk-return profile. By using a moderately geared strategy, the portfolio seeks to create opportunities for enhanced diversification benefits. |
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| NTH0530 | Betashares Moderately Geared All Growth Portfolio | Style: Diversified Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7 |
Aims to deliver enhanced capital growth by using a moderately geared strategy. Additional return potential can be targeted, which will result in higher levels of risk and may only be suitable for those looking to extend their risk-return profilebeyond 100% growth assets. | |||||
| NTH0679 | Betashares Retirement Income Balanced Portfolio | Style: Actively risk managed Benchmark: Morningstar Time Horizon: 5 years Risk Rating: 5/Medium to high |
The portfolio aims to deliver higher income with comparable returns and volatility, relative to the relevant benchmark, over a 5-year period. |
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| NTH0680 | Betashares Retirement Income Growth Portfolio | Style: Actively risk managed Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time Horizon: 7 years Risk Rating: 6/High |
The portfolio aims to deliver higher income with comparable returns and volatility, relative to the relevant benchmark, over a 7-year period. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0544 | BondAdviser Income Plus Portfolio (Listed) | Fixed Income Style: Actively Managed Benchmark: RBA Cash Rate +1.50% p.a. Time horizon: 3 years Risk rating: 4/Medium |
Aims to outperform the RBA Cash Rate by 1.50% p.a. over the medium term of 3 years (before fees). It also aims to provide higher income returns than traditional cash investments. |
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0306 |
Elston Growth 50 Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 5/Medium to high |
To outperform the benchmark over rolling four-year periods. |
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| NTH0307 |
Elston Growth 70 Portfolio | Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/High |
To outperform the benchmark over rolling five-year periods. |
Fact sheet (PDF) | ||||
| NTH0308 |
Elston Growth 85 Portfolio | Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To outperform the benchmark over rolling six-year periods. |
Fact sheet (PDF) | ||||
| NTH0309 |
Elston Growth 97 Portfolio | Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
To outperform the benchmark over rolling seven-year periods. |
Fact sheet (PDF) | ||||
| NTH0551 | Elston Income 85 Portfolio | Style: Actively Managed Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 Years Risk rating: 6/ high |
Aims to provide income potential for long term capital growth, a non-index weighted portfolio construction, and a minimum investment timeframe of six years. |
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| NTH0552 | Elston Income 70 Portfolio | Style: Actively Managed Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 Years Risk rating: 6/ high |
Aims to provide income potential for long term capital growth, a non-index weighted portfolio construction, and a minimum investment timeframe of five years. |
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| NTH0553 | Elston Income 50 Portfolio
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Style: Actively Managed Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 Years Risk rating: 5/Medium to high |
Aims to provide income potential for long term capital growth, a non-index weighted portfolio construction, and a minimum investment timeframe of four years. |
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NTH0665
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Elston Core 97 Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/ High |
The portfolio aims to outperform the benchmark, over rolling seven-year periods.
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NTH0666
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Elston Core 70 Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/ High |
The portfolio aims to outperform the benchmark, over rolling six-year periods.
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NTH0667
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Elston Core 70 Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/ High |
The portfolio aims to outperform the benchmark, over rolling five-year periods.
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NTH0668
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Elston Core 50 Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 5/Medium to high
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The portfolio aims to outperform the benchmark, over rolling four-year periods.
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NTH0669
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Elston Australian Equities Core
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Style: Active asset allocation Benchmark: S&P/ASX 50 Accumulation Index Time horizon: 5 years Risk rating: 6/ High
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The portfolio aims to outperform the benchmark, over rolling five-year periods.
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | |||
| NTH0628 | HF Dynamic 30 | Multi Assets/Multi manager |
Aims to outperform the benchmark, before fees and costs, over a 3 year time frame. |
Fact sheet (PDF) |
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| NTH0629 | HF Dynamic 50 | Multi Assets/Multi manager |
Aims to outperform the benchmark, before fees and costs, over a 5 year time frame. |
Fact sheet (PDF) |
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| NTH0630 | HF Dynamic 70 | Multi Assets/Multi manager |
Aims to outperform the benchmark, before fees and costs, over a 7 year time frame. |
Fact sheet (PDF) |
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| NTH0631 | HF Dynamic 85 | Multi Assets/Multi manager |
Aims to outperform the benchmark, before fees and costs, over a 9 year time frame. |
Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0291 |
InvestSense Diversified Portfolio 1
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Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: CPI + 1% p.a. Time horizon: 5 years Risk rating: 3/Low to medium |
To deliver a return of CPI + 1% per annum over the long term by investing in a diverse mix of asset classes. |
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| NTH0292 |
InvestSense Diversified Portfolio 2 |
Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: CPI + 2% p.a. Time horizon: 5 years Risk rating: 4/Medium |
To deliver a return of CPI + 2% per annum over the long term by investing in a diverse mix of asset classes. |
Fact sheet (PDF) | ||||
| NTH0293 |
InvestSense Diversified Portfolio 3 |
Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: CPI + 3% p.a. Time horizon: 7 years Risk rating: 5/Medium to high |
To deliver a return of CPI + 3% per annum over the long term by investing in a diverse mix of asset classes. |
Fact sheet (PDF) | ||||
| NTH0294 |
InvestSense Diversified Portfolio 4 |
Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: CPI + 4% p.a. Time horizon: 10 years Risk rating: 6/High |
To deliver a return of CPI + 4% per annum over the long term by investing in a diverse mix of asset classes. |
Fact sheet (PDF) | ||||
| NTH0295 | InvestSense Diversified Portfolio 5 | Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: CPI + 5% p.a. Time horizon: 10 years Risk rating: 7/Very high |
To deliver a return of CPI + 5% per annum over the long term by investing in a diverse mix of asset classes. | |||||
| NTH1049 | InvestSense Foundation Portfolio 1 | Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 1% p.a. Time horizon: 5 years Risk rating: 3/Low to medium |
Aims to achieve a return of CPI + 1% p.a. by investing in a mix of asset classes. | |||||
| NTH1050 | InvestSense Foundation Portfolio 2 | Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 2% p.a. Time horizon: 5 years Risk rating: 4/Medium |
Aims to achieve a return of CPI + 2% p.a. by investing in a mix of asset classes. | |||||
| NTH1051 | InvestSense Foundation Portfolio 3 | Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 3% p.a. Time horizon: 7 years Risk rating: 5/Medium to high |
Aims to achieve a return of CPI + 3% p.a. by investing in a mix of asset classes. | |||||
| NTH1052 | InvestSense Foundation Portfolio 4 | Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 4% p.a. Time horizon: 10 years Risk rating: 6/High |
Aims to achieve a return of CPI + 4% p.a. by investing in a mix of asset classes. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0364 |
Lonsec Listed Managed Portfolio - Conservative
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
To deliver income and some capital growth over the minimum investment timeframe of 4 years through exposure across a range of asset classes by investing in listed products and equities. |
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| NTH0239 |
Lonsec Listed Managed Portfolio - Balanced |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To deliver a balance of income with moderate capital growth over the suggested minimum investment timeframe of 5 years through exposure across a range of asset classes by investing in listed products and equities. |
Fact sheet (PDF) | ||||
| NTH0240 | Lonsec Listed Managed Portfolio - Growth | Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To deliver capital growth and some income over the suggested minimum investment timeframe of 6 years through exposure across a range of asset classes by investing in listed products and equities. | |||||
| NTH0241 |
Lonsec Listed Managed Portfolio - High Growth |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
To deliver primarily capital growth over the suggested minimum investment timeframe of 7 years through exposure across a range of asset classes by investing in listed products and equities. |
Fact sheet (PDF) | ||||
| NTH1046 |
Lonsec Retirement Managed Portfolio - Conservative |
Multi assets/multi manager - income focus Style: Active - objective based Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to generate 4% p.a. income with some capital growth over the suggested minimum investment timeframe. |
Fact sheet (PDF) | ||||
| NTH1047 | Lonsec Retirement Managed Portfolio - Balanced | Multi assets/multi manager - income focus Style: Active - objective based Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
Aims to generate 4% p.a. income with moderate capital growth over the suggested minimum investment timeframe. | |||||
| NTH1048 | Lonsec Retirement Managed Portfolio - Growth | Multi assets/multi manager - income focus Style: Active - objective based Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 6/High |
Aims to generate 4% p.a. income with high capital growth over the suggested minimum investment timeframe. |
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0416 | MLC Premium Conservative 30 Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: CPI + 1.5% p.a. Time horizon: 3 years Risk rating: 4/Medium |
To outperform the benchmark over a rolling 3 year period. | |||||
| NTH0417 | MLC Premium Moderate 50 Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: CPI + 2.0% p.a. Time horizon: 3 years Risk rating: 5/Medium to high |
To outperform the benchmark over a rolling 3 year period. |
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| NTH0418 | MLC Premium Balanced 70 Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: CPI + 3.0% p.a. Time horizon: 5 years Risk rating: 6/High |
To outperform the benchmark over a rolling 5 year period. | |||||
NTH0419
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MLC Premium Growth 85 Portfolio
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Multi Asset/Multi manager Style: Active asset allocation Benchmark: CPI + 4.0% Time Horizon: 7 years Risk rating: 6/High |
To outperform the
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NTH0420
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MLC Premium High Growth 98 Portfolio
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Multi Asset/Multi manager Style: Active asset allocation Benchmark: CPI + 4.5% Time Horizon: 7 years Risk rating: 6/High |
To outperform the benchmark over a rolling 7 year period.
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NTH0421
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MLC Value Conservative 30 Portfolio
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Multi Asset/Multi manager Style: Active with Cost conscious approach Benchmark: CPI + 1.25% Time Horizon: 3 years Risk rating: 4/Medium |
To outperform the benchmark over a rolling 3 year period.
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NTH0422
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MLC Value Moderate 50 Portfolio
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Multi Asset/Multi manager Style: Active with Cost conscious approach Benchmark: CPI + 1.75% Time Horizon: 3 years Risk rating: 5/Medium to high |
To outperform the
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NTH0423
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MLC Value Balanced 70 Portfolio
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Multi Asset/Multi manager Style: Active with Cost conscious approach Benchmark: CPI + 2.5% Time Horizon: 5 years Risk rating: 6/High |
To outperform the benchmark over a rolling 5 year period.
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NTH0424
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MLC Value Growth 85 Portfolio
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Multi Asset/Multi manager Style: Active with Cost conscious approach Benchmark: CPI + 3.5% Time Horizon: 7 years Risk rating: 6/High |
To outperform the benchmark over a rolling 7 year period.
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NTH0425
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MLC Value High Growth 98 Portfolio
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Multi Asset/Multi manager Style: Active with Cost conscious approach Benchmark: CPI + 4.0% Time Horizon: 7 years Risk rating: 6/High |
To outperform the benchmark over a rolling 7 year period.
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0215 |
Mercer APS CoreSeries Conservative Portfolio
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Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 1.5% p.a. Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to achieve a return of at least 1.5% per annum above CPI over the medium to longer term. |
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| NTH0216 |
Mercer APS CoreSeries Balanced Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 3% p.a. Time horizon: 5 years Risk rating: 5/Medium to High |
Aims to achieve a return of at least 3% per annum above CPI over the medium to longer term. |
Fact sheet (PDF) | ||||
| NTH0217 |
Mercer APS CoreSeries Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: CPI + 4% p.a. Time horizon: 10 years Risk rating: 6/High |
Aims to achieve a return of at least 4% per annum above CPI over the medium to longer term. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | |||
| NTH0554 | Milliman SmartShield Moderate |
Style: Actively risk managed Benchmark: RBA cash rate + 1.5% p.a. Time Horizon: 4 years Risk Rating: 4/Medium |
Aims to deliver outperformance over and above the benchmark, before fees, over a rolling 4-year period. | Fact sheet (PDF) | |||
| NTH0555 |
Milliman SmartShield Balanced | Style: Actively risk managed Benchmark: RBA cash rate + 2.0% p.a. Time Horizon: 5 years Risk Rating: 5/ Medium to high |
Aims to deliver outperformance over and above the benchmark, before fees, over a rolling 5-year period. | ||||
| NTH0556 | Milliman SmartShield Growth | Style: Actively risk managed Benchmark: RBA cash rate + 2.5% p.a. Time Horizon: 6 years Risk Rating: 6/High |
Aims to deliver outperformance over and above the benchmark, before fees, over a rolling 6-year period. | ||||
| NTH0557 | Milliman SmartShield High Growth | Style: Actively risk managed Benchmark: RBA cash rate + 3.5% p.a. Time Horizon: 7 years Risk Rating: 6/High |
Aims to deliver outperformance over and above the benchmark, before fees, over a rolling 7-year period. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | |||
| NTH0297 |
Morningstar Moderate Portfolio
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Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 1% p.a. Time horizon: 3 years Risk rating: 4/Medium |
To achieve a consistent income return and a modest amount of capital growth, by investing in a diversified portfolio of defensive and growth asset classes, with an emphasis on defensive asset classes. The portfolio aims to outperform the benchmark over rolling three-year periods. |
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| NTH0298 |
Morningstar Balanced Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 2.5% p.a. Time horizon: 5 years Risk rating: 5/Medium to high |
To achieve a moderate amount of capital growth with some income, by investing in a diversified portfolio of growth and defensive asset classes. The portfolio aims to outperform the benchmark over rolling five-year periods. |
Fact sheet (PDF) | |||
| NTH0299 |
Morningstar Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 3.5% p.a. Time horizon: 7 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of growth and defensive asset classes, with an emphasis on growth asset classes. The portfolio aims to outperform the benchmark over rolling seven-year periods. |
Fact sheet (PDF) | |||
| NTH0300 |
Morningstar Aggressive Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 4% p.a. Time horizon: 8 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of growth and defensive asset classes, with a greater emphasis on growth asset classes. The portfolio aims to outperform the benchmark over rolling eight-year periods. |
Fact sheet (PDF) | |||
| NTH0301 |
Morningstar High Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation Benchmark: CPI + 4.5% p.a. Time horizon: 9 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of predominantly growth asset classes, with a small proportion of defensive asset classes. The portfolio aims to outperform the benchmark over rolling nine-year periods. |
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| NTH0302 |
Morningstar All Growth Portfolio |
Multi asset/multi manager with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 10 years Risk rating: 6/High |
To achieve capital growth through investing in a diversified portfolio of predominantly growth asset classes. |
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| NTH0375 |
Morningstar Medalist Core Conservative Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Conservative Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
To deliver outperformance of the benchmark over rolling 3-year periods. |
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| NTH0376 |
Morningstar Medalist Core Moderate Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 4/Medium |
To deliver outperformance of the benchmark over rolling 3-year periods. |
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| NTH0377 |
Morningstar Medalist Core Balanced Portfolio |
Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To deliver outperformance of the benchmark over rolling 5-year periods. |
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| NTH0378 | Morningstar Medalist Core Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 7 years Risk rating: 6/High |
To deliver outperformance of the benchmark over rolling 7-year periods. |
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| NTH0379 | Morningstar Medalist Core High Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 9 years Risk rating: 6/High |
To deliver outperformance of the benchmark over rolling 9-year periods. |
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| NTH0380 | Morningstar Medalist Core All Growth Portfolio | Multi assets/multi manager Style: Active asset allocation Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 10 years Risk rating: 6/High |
To deliver outperformance of the benchmark over rolling 10-year periods. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0558 | Sandstone Income |
Fixed Income Style: Relative value Benchmark: The portfolio objective is RBA Cash rate + 2.5% gross of franking, before fees. Time horizon: minimum 4 years Risk rating: 5/ Medium to High |
Aims to deliver investors a predictable level of income above prevailing cash rates whilst mitigating the risk on capital on a rolling 4-year periods. |
Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0432 | Diversified Index Conservative Portfolio
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Multi assets/multi manager Style: Index Growth/Defensive: 35/65 Benchmark: Morningstar Australian Multi-Sector Moderate Average Category Time horizon: 3 years Risk rating: 4/Medium |
To perform in-line with the stated managed portfolio benchmark over rolling three-year periods. |
Fact sheet (PDF) |
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| NTH0433 | Diversified Index Moderately Conservative Portfolio | Multi assets/multi manager Style: Index Growth/ Defensive: 55/45 Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling four-year periods. |
Fact sheet (PDF) |
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| NTH0434 | Diversified Index Balanced Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 70/30 Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling five-year periods. | Fact sheet (PDF) |
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| NTH0435 |
Diversified Index Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 85/15 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling seven-year periods. | Fact sheet (PDF) |
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| NTH0436 | Diversified Index High Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 100/0 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 10 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling ten-year periods. | Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1054 |
IndexPlus Conservative Managed Portfolio
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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. |
Fact sheet (PDF) | ||||
| 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. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1116 |
MyNorth Sustainable Moderately Conservative Managed Portfolio
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Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 4/Medium |
This managed Portfolio seeks to provide moderate returns over the medium term through a diversified portfolio of defensive and growth assets. | |||||
| NTH1053 |
MyNorth Sustainable Balanced Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 5/Medium to high |
Seeks to generate moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. | Fact sheet (PDF) | ||||
| NTH1117 |
MyNorth Sustainable Moderately Aggressive Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
This managed portfolio seeks to provide high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
| 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. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1001 |
Research Choice Conservative Income Portfolio
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Multi assets/multi manager - income focus 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 and higher income through a diversified portfolio of primarily defensive assets. |
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| NTH1002 |
Research Choice Moderately Conservative Income Portfolio |
Multi assets/multi manager - income focus Style: Style neutral Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide higher income and reduced volatility over the medium term through a diversified portfolio of primarily defensive assets and some growth assets. |
Fact sheet (PDF) | ||||
| NTH1003 |
Research Choice Balanced Income Portfolio |
Multi assets/multi manager - income focus Style: Style neutral Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
Aims to provide higher income and reduced volatility over the medium to long term through a diversified portfolio of growth and defensive assets. |
Fact sheet (PDF) | ||||
| NTH1004 |
Research Choice Moderately Aggressive Income Portfolio |
Multi assets/multi manager - income focus Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
Aims to provide higher income and reduced volatility over the medium to long term through a diversified portfolio of growth assets and some defensive assets. |
Fact sheet (PDF) | ||||
| NTH1005 |
Research Choice Aggressive Income Portfolio |
Multi assets/multi manager - income focus Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
Aims to provide higher income and reduced volatility over the long term through a diversified portfolio of primarily growth assets. |
| 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. |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1020 |
Quilla Income Generator Portfolio
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Multi assets/multi manager - income focus Style: Active asset allocation/valuation driven Benchmark: Consumer Price Index Trimmed Mean (CPI) + 2.5% p.a Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to deliver a predominantly income-based investment return of 2.5% p.a. above inflation over rolling 3-year periods. |
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| NTH1021 |
Quilla Wealth Accumulator Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Consumer Price Index Trimmed Mean (CPI) + 3.5% p.a Time horizon: 5 years Risk rating: 4/Medium |
Aims to deliver an investment return of 3.5% p.a. above inflation over rolling 5-year periods. |
Fact sheet (PDF) | ||||
| NTH1022 |
Quilla Wealth Accelerator Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Consumer Price Index Trimmed Mean (CPI) + 4.5% p.a Time horizon: 7 years Risk rating: 5/Medium to high |
Aims to deliver an investment return of 4.5% p.a. above inflation over rolling 7-year periods. |
Fact sheet (PDF) | ||||
| NTH1023 |
Quilla Wealth Accelerator Plus Portfolio |
Multi assets/multi manager Style: Active asset allocation/valuation driven Benchmark: Consumer Price Index Trimmed Mean (CPI) + 5.0% p.a Time horizon: 7 years Risk rating: 6/High |
Aims to deliver an investment return of 5.0% p.a. above inflation over rolling 7-year periods. |
Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0283 |
Russell Investments Managed Portfolio - Conservative
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Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth-oriented assets. The portfolio aims to outperform the benchmark over the long term. | |||||
| NTH0284 |
Russell Investments Managed Portfolio - Diversified 50 |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
To provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth-oriented assets. The portfolio aims to outperform the benchmark over the long term. |
Fact sheet (PDF) | ||||
| NTH0285 |
Russell Investments Managed Portfolio - Balanced |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of growth-oriented assets and some defensive assets. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0286 |
Russell Investments Managed Portfolio - Growth |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To provide capital growth over the long term, consistent with a portfolio focusing on growth-oriented assets, while accepting fluctuations in capital values in the short term. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0287 |
Russell Investments Managed Portfolio - High Growth |
Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high |
To provide capital growth over the long term, consistent with a portfolio focusing solely on growth-oriented assets, while accepting fluctuations in capital values in the medium term. The portfolio aims to outperform the benchmark over the long term. |
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| NTH0288 | Russell Investments Managed Portfolio - Geared 120 | Multi assets with listed securities Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 8 years Risk rating: 7/Very high |
To provide capital growth over the long term consistent with a portfolio focusing solely on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio typically has exposure to growth investments of around 120% as the allocation to geared investment strategies will generally be 20% of the portfolio. | |||||
| NTH0431 | Russell Investments Sustainable Managed Portfolio – Conservative | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 3 years Risk rating: 3/Low to medium |
To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling three-year period. | |||||
| NTH0331 | Russell Investments Sustainable Managed Portfolio – Diversified 50 | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 4 years Risk rating: 4/Medium |
To provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark, after fees, over a rolling four-year period. | |||||
| NTH0289 | Russell Investments Sustainable Managed Portfolio - Balanced | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 5/Medium to high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth-oriented assets and some defensive assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling five-year period. | |||||
| NTH0290 | Russell Investments Sustainable Managed Portfolio - Growth | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 6 years Risk rating: 6/High |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a portfolio focusing on growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling six-year period. | |||||
| NTH0365 | Russell Investments Sustainable Managed Portfolio - High Growth | Multi assets/multi manager with listed securities - sustainable Style: Active asset allocation/valuation driven Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 7 years Risk rating: 7/Very high |
To provide returns over the medium to long term, with moderate to high volatility, consistent with a portfolio focusing on growth-oriented assets. The portfolio aims to provide exposure to predominantly sustainable investment strategies and outperform the benchmark over a rolling seven-year period. |
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0531 |
Watershed Moderate Portfolio | Style: Diversified Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Time horizon: 5 years Risk rating: 4 |
Aims to deliver outperformance of the benchmark over 5 years, after fees. | Fact sheet (PDF) |
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| NTH0532 |
Watershed Balanced Portfolio | Style: Diversified Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Time horizon: 5 years Risk rating: 5 |
Aims to deliver outperformance of the benchmark over 5 years, after fees. | |||||
| NTH0533 |
Watershed Growth Portfolio | Style: Diversified Benchmark: Morningstar Australia Growth Target Allocation NR AUD Time horizon: 5 years Risk rating: 7 |
Aims to deliver outperformance of the benchmark over 5 years, after fees | |||||
| NTH0534 |
Watershed High Growth Portfolio | Style: Diversified Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Time horizon: 5 years Risk rating: 7 |
Aims to deliver outperformance of the benchmark over 5 years, after fees. |
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| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0279 |
Zenith Dynamic ETF 50% Growth Portfolio
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Multi assets with ETFs Style: Active asset allocation Benchmark: RBA Cash Rate + 2.5% p.a. Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income, a moderate level of capital growth and capital volatility over an investment timeframe of 3 years. |
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| NTH0280 |
Zenith Dynamic ETF 70% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: RBA Cash Rate + 3.25% p.a. Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income, a moderate level of capital growth and a moderately high level of capital volatility over an investment timeframe of 4 years. | Fact sheet (PDF) | ||||
| NTH0281 |
Zenith Dynamic ETF 85% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: RBA Cash Rate + 3.75% p.a. Time horizon: 5 years Risk rating: 6/High |
Aims to provide income, a moderate level of capital growth and a high level of capital volatility over an investment timeframe of 5 years. |
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| NTH0282 |
Zenith Dynamic ETF 100% Growth Portfolio |
Multi assets with ETFs Style: Active asset allocation Benchmark: RBA Cash Rate + 4.0% p.a. Time horizon: 7 years Risk rating: 7/Very high |
Aims to provide income, a high level of capital growth and a very high level of capital volatility over an investment timeframe of 7 years. |
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| NTH1024 |
Zenith Essentials 50% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: RBA Cash Rate + 2.5% p.a. Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income with a moderate level of capital growth and a moderate level of capital volatility. |
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| NTH1025 |
Zenith Essentials 70% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: RBA Cash Rate + 3.25% p.a. Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income with a moderate level of capital growth and a moderately high level of capital volatility. |
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| NTH1026 |
Zenith Essentials 85% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: RBA Cash Rate + 3.75% p.a. Time horizon: 5 years Risk rating: 6/High |
Aims to provide income with a high level of capital growth and a high level of capital volatility. |
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| NTH1027 |
Zenith Essentials 100% Growth Portfolio |
Multi assets/multi manager Style: Active with cost conscious approach Benchmark: RBA Cash Rate + 4.25% p.a. Time horizon: 7 years Risk rating: 7/Very high Risk rating: 5/Medium to high |
Aims to provide income with a high level of capital growth and a very high level of capital volatility. |
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| NTH1113 |
Zenith Elite Blends 50% Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: RBA Cash Rate + 3.0% p.a. Time horizon: 3 years Risk rating: 4/Medium |
Aims to provide income, with a moderate level of capital growth and capital volatility. | |||||
| NTH1114 |
Zenith Elite Blends 70% Growth Portfolio |
Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: RBA Cash Rate + 3.75% p.a. Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide income with a moderate level of capital growth and a moderately high level of capital volatility. |
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| NTH1115 | Zenith Elite Blends 85% Growth Portfolio | Multi assets/multi manager Style: Active asset allocation - best ideas Benchmark: RBA Cash Rate + 4.25% p.a. Time horizon: 5 years Risk rating: 6/High |
Aims to provide income with a high level of capital growth and a high level of capital volatility. |
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