Leverage the portfolio construction expertise of some of Australia’s leading investment managers, Lonsec Investment Solutions and BlackRock to help bring your investment strategies to life.
The portfolios use BlackRock’s multi-asset investment expertise and global custom managed portfolio technology, together with Lonsec Investment Solutions’ investment manager research and manager selection capabilities to deliverportfolio customisation at scale to advice practices. North Blend offers eligible advisers the ability to tailor the portfolios by swapping to preferred underlying fund managers within an asset class to meet the needs of their advice practice. Speak to your Business Development Manager (BDM) for more information.
The portfolios available in the North Blend LB series are shown below. For more information, please refer to the North Blend Managed Portfolios PDS and MyNorth Managed Portfolios TMD.
North Blend LB
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0517 | North Blend LB Core 30 Portfolio
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Multi-assets / Multi-manager Style: Core-Satellite Target growth / defensive exposure: 30% / 70% Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Index Minimum Risk band and risk label: 4/ Medium |
Aims to deliver similar or higher returns than the benchmark, before fees and costs, over a rolling 5-year period. |
TMD (PDF) | ||||
| NTH0518 |
North Blend LB Core 50 Portfolio | Multi-asset / Multi-manager Style: Core-Satellite Target Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Index Minimum Risk band and risk label: 4/ Medium |
Aims to deliver similar or higher returns than the benchmark, before fees and costs, over a rolling 5-year period. |
TMD (PDF) | ||||
| NTH0519 | North Blend LB Core 70 Portfolio | Multi-asset / Multi-manager Style: Core-Satellite Target growth / defensive exposure: 70% / 30% Benchmark: Morningstar Australia Growth Target Allocation NR AUD Index Minimum Risk band and risk label: 5/ Medium to high |
Aims to deliver similar or higher returns than the benchmark, before fees and costs, over a rolling 5-year period. |
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| NTH0520 | North Blend LB Core 85 Portfolio | Multi-asset / Multi-manager Style: Core-Satellite Target growth / defensive exposure: 85% / 15% Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 6/ High |
Aims to deliver similar or higher returns than the benchmark, before fees and costs, over a rolling 5-year period. |
TMD (PDF) | ||||
| NTH0521 | North Blend LB Core 100 Portfolio | Multi-asset / Multi-manager Style: Core-Satellite Target growth / defensive exposure: 100% / 0% Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 7/ Very high |
Aims to deliver similar or higher returns than the benchmark, before fees and costs, over a rolling 5-year period. |
TMD (PDF) | ||||
NTH0522
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North Blend LB Active 30 Portfolio
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Multi-asset / Multi-manager Style: Active Target growth / defensive exposure: 30% / 70% Benchmark: Morningstar Australia Moderate Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 4/ Medium |
Aims to deliver a rate of return that exceeds inflation CPI by at least 4% per annum over a rolling 10-year period.
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NTH0523
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North Blend LB Active 50 Portfolio
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Multi-asset / Multi-manager Style: Active Target growth / defensive exposure: 50% / 50% Benchmark: Morningstar Australia Balanced Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 4/ Medium |
Aims to deliver higher returns than the benchmark, before fees and costs, over a rolling 5-year period.
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NTH0524
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North Blend LB Active 70 Portfolio
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Multi-asset / Multi-manager Style: Active Target growth / defensive exposure: 70% / 30% Benchmark: Morningstar Australia Growth Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 5/ Medium to high |
Aims to deliver higher returns than the benchmark, before fees and costs, over a rolling 5-year period.
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NTH0525
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North Blend LB Active 85 Portfolio
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Multi-asset / Multi-manager Style: Active Target growth / defensive exposure: 85% / 15% Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 6/ High
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Aims to deliver higher returns than the benchmark, before fees and costs, over a rolling 5-year period.
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NTH0526
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North Blend LB Active 100 Portfolio
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Multi-asset / Multi-manager Style: Active Target growth / defensive exposure: 100% / 0% Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD Index Minimum investment horizon: 5 years Risk band and risk label: 7/ Very high |
Aims to deliver higher returns than the benchmark, before fees and costs, over a rolling 5-year period.
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This information 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.
This information does not take account of a person’s personal objectives, financial situation or needs, 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 Product Disclosure Statement (PDS) and target market determination for MyNorth Managed Portfolios 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 issued by NMMT 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. You can also ask us for a hard copy.
NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios (ARSN 624 544 136), through which the North Blend LB Managed Portfolio is offered. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser.
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1 There are other fees and costs that will apply to an investment in MyNorth Managed Portfolios. You should refer to the current MyNorth Managed Portfolios PDS (Part 3) available at northonline.com.au/product documents for the latest ongoing annual fees and costs.