Put simply, a managed portfolio is a collection of assets managed for you by a professional investment manager. They can be held as part of a superannuation account or as an investment outside super with an IDPS account.

Managed portfolios offer a range of benefits, and your adviser can select a portfolio to suit your needs, goals and risk preferences. 

Let’s take a closer look at some of the potential benefits.  

 

Diversified

Invest in a range of assets to help enhance returns and minimise risk. 

Responsive

Help take advantage of market opportunities and manage risk.

Beneficial ownership

Retain more control and flexibility over your investments. 

Professionally managed

Access a broad choice of portfolios from some of the leading investment managers. 

Transparent

Easily see what your underlying holdings are.
 

Cost benefits of scale

Benefit from lower costs on underlying assets in MyNorth Managed Portfolios. 

Portfolios

Leverage the portfolio construction expertise of some of Australia’s leading investment managers to help you achieve your goals.

You can find out more in the product disclosure statement (PDS), target market determination (TMD) and factsheets.

Single sector managed portfolios

Large cap

     
     


North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0206
 

Blackmore Capital Blended Australian Equities Portfolio

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Mid/small cap

 
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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Income

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0207
 

Blackmore Capital Australian Equities Income Portfolio

 

 

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 terms 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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

ESG

 
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.
 

TMD (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

International

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0296
 

iShares Enhanced Strategic International Managed Portfolio

 

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Fixed interest

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0402  

RAM Australian Diversified Fixed Interest Portfolio

 

 

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.   TMD (PDF)


        

Diversified managed portfolios

BetaShares

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0201  

BetaShares Dynamic ETF Managed Portfolio Conservative

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0202
  BetaShares Dynamic ETF Managed Portfolio Moderate
 

Multi assets with ETFs 

Style: Style neutral/valuation driven

Benchmark: Morningstar Australia Moderate Target Allocation NR AUD

Time horizon: 4 years

Risk rating: 3/Low to medium

  Aims to match or outperform the benchmark return over a rolling four-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

BlackRock

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0358
 

iShares Enhanced Strategic Conservative Portfolio

 

 

Multi assets with ETFs

Style: Active asset allocation

Benchmark: Morningstar Australia Conservative Target Allocation NR AUD

Time horizon: 3 years

Risk rating: 3/Low to medium

  To match or outperform the benchmark over a rolling three-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

NTH0359
  iShares Enhanced Strategic Moderate Portfolio
 

Multi assets with ETFs 

Style: Active asset allocation

Benchmark: Morningstar Australia Moderate Target Allocation NR AUD

Time horizon: 5 years

Risk rating: 4/Medium

  To match or outperform the benchmark over a rolling five-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0360
  iShares Enhanced Strategic Balanced Portfolio
 

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

  To match or outperform the benchmark over a rolling five-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0361
  iShares Enhanced Strategic Growth Portfolio
 

Multi assets with ETFs 

Style: Active asset allocation

Benchmark: Morningstar Australia Growth Target Allocation NR AUD

Time horizon: 5 years

Risk rating: 5/Medium to high

  To match or outperform the benchmark over a rolling five-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0362
  iShares Enhanced Strategic Aggressive Portfolio
 

Multi assets with ETFs 

Style: Active asset allocation

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

Time horizon: 5 years

Risk rating: 6/High

  To match or outperform the benchmark over a rolling five-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0363   iShares Enhanced Strategic All Growth Portfolio  

Style: Active asset allocation

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

Time horizon: 5 years

Risk rating: 6/High

  To match or outperform the benchmark over a rolling five-year period.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Elston Asset Management

 
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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

InvestSense

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0291
 

InvestSense Multi-Asset Portfolio 1

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

NTH0292   InvestSense Multi-Asset 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0293
  InvestSense Multi-Asset 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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0294
  InvestSense Multi-Asset 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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0295   InvestSense Multi-Asset 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1049   InvestSense Diversified 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1050   InvestSense Diversified 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1051   InvestSense Diversified 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1052   InvestSense Diversified 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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

                 


        

Lonsec

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0364
 

Lonsec Listed Managed Portfolio - Conservative

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

MLC Asset Management

 
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.   TMD (PDF)
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.
  TMD (PDF)
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.   TMD (PDF)

NTH0419

 

 

 

 

 

 

MLC Premium Growth 85 Portfolio

 

 

 

 

 

 

Multi Asset/Multi manager

Style: Active asset allocation

Benchmark:  CPI + 4.0%
p.a.

Time Horizon: 7 years

Risk rating: 6/High

 

To outperform the
benchmark over a rolling 7 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0420

 

 

 

 

 

MLC Premium High Growth 98 Portfolio

 

 

 

 

 

Multi Asset/Multi manager

Style: Active asset allocation

Benchmark:  CPI + 4.5%
p.a.

Time Horizon: 7 years

Risk rating: 6/High

 

To outperform the benchmark over a rolling 7 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0421

 

 

 

 

 

MLC Value Conservative 30 Portfolio

 

 

 

 

 

Multi Asset/Multi manager

Style: Active with Cost conscious approach

Benchmark:  CPI + 1.25%
p.a.

Time Horizon: 3 years

Risk rating: 4/Medium

 

To outperform the benchmark over a rolling 3 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0422

 

 

 

 

 

 

MLC Value Moderate 50 Portfolio

 

 

 

 

 

 

Multi Asset/Multi manager

Style: Active with Cost conscious approach

Benchmark:  CPI + 1.75%
p.a.

Time Horizon: 3 years

Risk rating: 5/Medium to high

 

To outperform the benchmark over a rolling 3 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0423

 

 

 

 

 

 

MLC Value Balanced 70 Portfolio

 

 

 

 

 

 

Multi Asset/Multi manager

Style: Active with Cost conscious approach

Benchmark:  CPI + 2.5%
p.a.

Time Horizon: 5 years

Risk rating: 6/High

 

To outperform the benchmark over a rolling 5 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0424

 

 

 

 

 

 

MLC Value Growth 85 Portfolio

 

 

 

 

 

 

Multi Asset/Multi manager

Style: Active with Cost conscious approach

Benchmark:  CPI + 3.5%
p.a.

Time Horizon: 7 years

Risk rating: 6/High

 

To outperform the benchmark over a rolling 7 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 

NTH0425

 

 

 

 

 

 

MLC Value High Growth 98 Portfolio

 

 

 

 

 

 

Multi Asset/Multi manager

Style: Active with Cost conscious approach

Benchmark:  CPI + 4.0%
p.a.

Time Horizon: 7 years

Risk rating: 6/High

 

To outperform the benchmark over a rolling 7 year period.

 

 

 

 

 

TMD (PDF)

 

 

 

 

 


        

Morgan Stanley

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0215
 

Morgan Stanley Wealth Management MAPS Core Conservative Portfolio

 

 

Multi assets/multi manager 

Style: Active asset allocation/valuation driven

Benchmark: Morningstar Australia Fund Multisector Conservative Category Average

Time horizon: 7 years

Risk rating: 3/Low to medium

  Aims to outperform its benchmark over a rolling seven-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0216
  Morgan Stanley Wealth Management MAPS Core Balanced Portfolio
 

Multi assets/multi manager 

Style: Active asset allocation/valuation driven

Benchmark: Morningstar Australia Fund Multisector Conservative Category Average

Time horizon: 7 years

Risk rating: 3/Low to medium

  Aims to outperform its benchmark over a rolling seven-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0217
  Morgan Stanley Wealth Management MAPS Core Growth Portfolio
 

Multi assets/multi manager 

Style: Active asset allocation/valuation driven

Benchmark: Morningstar Australia Fund Multisector Aggressive Category Average

Time horizon: 7 years

Risk rating: 6/High

  Aims to outperform its benchmark over a rolling seven-year period.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Morningstar

 
North Code Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0297

Morningstar Moderate Portfolio

 

 

Multi asset/multi manager with listed securities 

Style: Active asset allocation

Benchmark: CPI + 1% p.a.

Time horizon: 3 years

Risk rating: 3/Low to 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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

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: 4/Medium

  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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0299
Morningstar Growth 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 an emphasis on growth asset classes. The portfolio aims to outperform the benchmark over rolling seven-year periods.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)

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: 7/Very high

  To achieve capital growth through investing in a diversified portfolio of predominantly growth asset classes.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)

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: 2/Low

  To deliver outperformance of the benchmark over rolling 3-year periods.
  TMD (PDF)
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: 3/Low to medium

  To deliver outperformance of the benchmark over rolling 3-year periods.
  TMD (PDF)
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: 4/Medium

  To deliver outperformance of the benchmark over rolling 5-year periods.
  TMD (PDF)
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: 5/Medium to high

  To deliver outperformance of the benchmark over rolling 7-year periods.  

TMD (PDF)

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.   TMD (PDF)
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: 7/Very high

  To deliver outperformance of the benchmark over rolling 10-year periods.   TMD (PDF)


        

NMMT

Diversified Index Managed Portfolios
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0432  

Diversified Index Conservative Portfolio

 

 

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.
  TMD (PDF)
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.
  TMD (PDF)
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.   TMD (PDF)
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.   TMD (PDF)
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.   TMD (PDF)


        

IndexPlus Managed Portfolios
 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH1054
 

IndexPlus Conservative Managed Portfolio

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)


        

MyNorth Sustainable Managed Portfolios
 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH1116
 

MyNorth Sustainable
Moderately Conservative Managed Portfolio

 

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Research Choice Managed Portfolios - Accumulation range
 
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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Research Choice Managed Portfolios - Income range
 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH1001
 

Research Choice Conservative Income Portfolio

 

 

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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Factsheet (PDF)

Quarterly factsheet (PDF)


        

Research Choice Managed Portfolios - Objective range
 
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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Quilla

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH1020
 

Quilla Income Generator Portfolio

 

 

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

Russell Investment Management 

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0283
 

Russell Investments Managed
Portfolio - Conservative

 

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.

 

 

TMD (PDF)

 

 

 

 

 

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 


        

Zenith

 
North Code   Portfolio name   Portfolio summary   Investment objective   Downloads
NTH0279
 

Zenith Dynamic ETF 50% Growth Portfolio

 

 

Multi assets with ETFs

Style: Active asset allocation

Benchmark: Morningstar Australia Balanced Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0280
  Zenith Dynamic ETF 70% Growth Portfolio
 

Multi assets with ETFs

Style: Active asset allocation

Benchmark: Morningstar Australia Growth Target Allocation NR AUD

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0281
  Zenith Dynamic ETF 85% Growth Portfolio
 

Multi assets with ETFs

Style: Active asset allocation

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH0282
  Zenith Dynamic ETF 100% Growth Portfolio
 

Multi assets with ETFs

Style: Active asset allocation

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1024
  Zenith Essentials 50% Growth Portfolio
 

Multi assets/multi manager 

Style: Active with cost conscious approach

Benchmark: Morningstar Australia Balanced Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1025
  Zenith Essentials 70% Growth Portfolio
 

Multi assets/multi manager 

Style: Active with cost conscious approach

Benchmark: Morningstar Australia Growth Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1026
  Zenith Essentials 85% Growth Portfolio
 

Multi assets/multi manager 

Style: Active with cost conscious approach

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1027
  Zenith Essentials 100% Growth Portfolio
 

Multi assets/multi manager 

Style: Active with cost conscious approach

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1113
  Zenith Elite Blends 50% Growth Portfolio
 

Multi assets/multi manager 

Style: Active asset allocation - best ideas

Benchmark: Morningstar Australia Balanced Target Allocation NR AUD

Time horizon: 3 years

Risk rating: 4/Medium

  Aims to provide income, with a moderate level of capital growth and capital volatility.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

NTH1114
  Zenith Elite Blends 70% Growth Portfolio
 

Multi assets/multi manager 

Style: Active asset allocation - best ideas

Benchmark: Morningstar Australia Growth Target Allocation NR AUD

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.
 

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)

 

NTH1115   Zenith Elite Blends 85% Growth Portfolio  

Multi assets/multi manager 

Style: Active asset allocation - best ideas

Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD

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.  

TMD (PDF)

Monthly factsheet (PDF)

Quarterly factsheet (PDF)


        

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