iShares International Managed Portfolio
The iShares Enhanced Strategic International Managed Portfolio is a low-cost dynamically managed diversified portfolio that provides exposure to over 2,500 underlying securities.
Portfolios
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 investment portfolios are shown below. For more information, please refer to the target market determinations (TMDs) and factsheets.
Large cap
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0206 |
Blackmore Capital Blended Australian Equities Portfolio
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Direct equities Style: Value, growth, quality at a reasonable price (QARP) Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
To deliver long term capital appreciation by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the benchmark. |
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| NTH0208 |
DNR Capital Australian Equities High Conviction Portfolio |
Direct equities Style: Style neutral with a quality focus Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 3-5 years Risk rating: 6/High |
To deliver outperformance of the benchmark by 4% p.a. over a rolling three-year period. | |||||
| NTH0256 |
Elston Australian Large Companies Portfolio |
Direct equities Style: Style neutral Benchmark: S&P/ASX 100 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
Aims to exceed the investment returns of the benchmark over rolling five-year periods. |
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| NTH0211 |
Macquarie Core Australian Equity Managed Portfolio |
Direct equities Style: Systematic/value quality momentum Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
Aims to outperform the benchmark over a rolling five-year period. | |||||
| NTH0258 |
Research Australian Equity Portfolio |
Direct equities Style: GARP Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
Aims to produce a return ~2% above that of the benchmark over rolling five-year periods. | |||||
| NTH0218 |
Pendal Australian Share Portfolio |
Direct equities Style: Core/style neutral Benchmark: S&P/ASX 300 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
To outperform the benchmark over a rolling three-year period. | |||||
| NTH0220 |
Quest Concentrated Australian Equity Portfolio |
Direct equities Style: Style neutral with a quality focus Benchmark: S&P/ASX 300 Gross Total Return Index Time horizon: 3-5 years Risk rating: 6/High |
To deliver return outperformance against the benchmark over the medium term. |
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| NTH0222 |
UBS ASX20 Index Portfolio |
Direct equities - passive Style: Full replication Benchmark: S&P/ASX 20 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
To closely track the S&P/ASX 20 Gross Total Return Index. |
Mid/small cap
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0210 |
First Sentier Ex-20 Australian Share Portfolio
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Direct equities Style: Growth Benchmark: S&P/ASX 300 Gross Total Return Index excluding S&P/ASX 20 Gross Total Return Index Time horizon: 7 years Risk rating: 7/Very high |
To deliver higher long-term capital growth with some income by investing in the broader set of Australian companies in the S&P/ASX 300 Gross Total Return Index, but outside the S&P/ASX 20 Gross Total Return Index. The portfolio aims to outperform the benchmark over rolling three-year periods. | |||||
| NTH0212 |
Macquarie Australian Small Companies Managed Portfolio |
Direct equities Style: Systematic/value quality momentum Benchmark: S&P/ASX Small Ordinaries Gross Total Return Index Time horizon: 5 years Risk rating: 7/Very high |
To outperform the benchmark over the medium to longer term. It aims to provide capital growth and some income. |
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| NTH0214 |
Macquarie Growth Ex-20 Australian Equity Managed Portfolio |
Direct equities Style: Systematic/value quality momentum Benchmark: S&P/ASX 300 Gross Total Return Index excluding S&P/ASX 20 Gross Total Return Index Time horizon: 5 years Risk rating: 7/Very high |
To outperform the benchmark over a rolling five-year period. |
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| NTH0221 |
Quest Australian Equities Ex-20 Portfolio |
Direct equities Style: Style neutral with a quality focus Benchmark: S&P/ASX 300 Gross Total Return Index excluding S&P/ASX 20 Gross Total Return Index Time horizon: 3-5 years Risk rating: 7/Very high |
To deliver outperformance against the benchmark over the medium term. |
Income
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0207 |
Blackmore Capital Australian Equities Income Portfolio
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Direct equities - income focused Style: Value, growth, quality at a reasonable price (QARP) Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
To deliver long term growth in both capital and income by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the benchmark. |
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| NTH0209 |
DNR Capital Australian Equities Income Portfolio |
Direct equities - income focused Style: Style neutral with a quality focus Benchmark: S&P/ASX 200 Industrials Gross Total Return Index Time horizon: 3-5 years Risk rating: 6/High |
To deliver outperformance and deliver higher levels of income relative to the benchmark over a rolling three-year period. |
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| NTH0213 |
Macquarie Income Australian Equity Managed Portfolio |
Direct equities Style: Systematic/value quality momentum Benchmark: S&P/ASX 200 Industrials Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
To outperform the benchmark over the economic cycle and to provide above market levels of tax-effective income (via franked dividends), with lower volatility than the broader Australian equity market. | |||||
| NTH0257 |
Research Australian Equity Income Portfolio |
Direct equities - income focused Style: Style neutral Benchmark: S&P/ASX 200 Gross Total Return Index Time horizon: 5 years Risk rating: 6/High |
Aims to product a return above that of the benchmark over a rolling 5-year period with a higher income and lower volatility than the market. |
ESG
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0374 |
DNR Capital Australian Equities Socially Responsible Portfolio
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Direct equities - sustainable Style: Style neutral with a quality focus Benchmark: S&P/ASX200 Total Return Index Time horizon: 5 years Risk rating: 6/High |
To outperform the benchmark by 4% p.a. over a rolling three-year period. |
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| NTH0219 |
Pendal Sustainable Future Australian Share Portfolio |
Direct equities - sustainable Style: Core/style neutral Benchmark: S&P/ASX 300 Gross Total Return Index Time horizon: 5 years Risk rating: 7/Very high |
To deliver outperformance relative to the benchmark over a rolling five-year period by investing in companies which Pendal has identified as having leading financial, ethical and sustainability characteristics. |
International
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0296 |
iShares Enhanced Strategic International Managed Portfolio
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Direct equities with ETFs Style: Active Benchmark: Morningstar Global TME NR AUD Time horizon: 5 years Risk rating: 6/High |
To match or outperform the benchmark over a rolling five-year period. |
Fixed interest
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0402 | RAM Australian Diversified Fixed Interest Portfolio
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Listed Credit and Exchange Traded bond products Style: Fundamental/value oriented Benchmark: RBA Cash Rate + 1.0% Time horizon: 3 years Risk rating: 5/Medium to high |
To deliver a tax effective yield at a premium to the RBA Cash Rate over the medium to long term, with moderate levels of capital volatility. |
Resources
Guide to managed portfolios
Looking to begin your managed portfolios journey but not sure where to start?
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.
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