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.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads |
| 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. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
| NTH0258 | Research Australian Equity Portfolio | Direct equities Style: GARP Benchmark: S&P/ASX 300 (TR) Index Time horizon: 5 years Risk rating: 6/High |
Aims to outperform the S&P/ASX 300 (TR) Index on a rolling 3-year period. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads |
| NTH0210 | First Sentier Ex-20 Australian Share Portfolio | 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. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads |
| 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. | Fact sheet (PDF) |
| NTH0257 | Research Australian Equity Income Portfolio | Direct equities - income focused Style: Style neutral with a quality focus Benchmark: S&P/ASX 300 (TR) Index Time horizon: 5 years Risk rating: 6/High |
Aims to outperform the S&P/ASX 300 (TR) Index on a rolling 5-year period. | |
| NTH0550 | Elston Australian Equities Income Portfolio | Direct equities - income focused Style: Actively managed Benchmark: S&P/ASX 100 Accumulation Index Time horizon: 5 years Risk rating: 6/High |
Aims to provide tax effective income growth, long term capital growth, anon-index weighted portfolio construction and a minimum investment timeframe of five years, via an actively managed portfolio of Australian Equities. | Fact sheet (PDF) |
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads |
| NTH0374 | DNR Capital Australian Equities Socially Responsible Portfolio |
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. | Fact sheet (PDF) |
| 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. | Fact sheet (PDF) |
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.
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