MyNorth Managed Portfolios

Offers a flexible and efficient way of investing to help you achieve your financial goals.

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.

MyNorth's IndexPlus Managed Portfolios

Leverage the strength of index and active investing in a series of 5 portfolios. 

Find out more

MyNorth Sustainable Managed Portfolios

Invest based on your values with this series of 3 sustainable portfolios.

Find out more

Research Choice Managed Portfolios

Choose from 12 accumulation, income and objective-based portfolios.  

Find out more

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) 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)
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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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)

Factsheet (PDF)

Infrastructure & property

North Code

Portfolio name

Portfolio summary

Investment objective

Downloads

NTH0200

Macquarie High Conviction Listed Real Estate Managed Portfolio

Direct equities - listed real estate securities

Style: Style neutral with a quality focus

Benchmark: S&P ASX 200 A-REIT Gross Total Return Index

Time horizon: 5 years

Risk rating: 7/Very high

To deliver a total return (income and capital growth) after costs and before tax, above the benchmark on a rolling five-year basis.

TMD (PDF)

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)

Factsheet (PDF)

Fixed interest

North Code

Portfolio name

Portfolio summary

Investment objective

Downloads

NTH0402

RAM Australian Diversified Fixed Interest Portfolio

Direct equities

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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) Factsheet (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) 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) 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) 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) 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) 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)
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)
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)
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)
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

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) 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) 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)
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)
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)

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) 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) 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) 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) 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) 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) 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) 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) 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)
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) 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)
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)
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)

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)

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)

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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) Factsheet (PDF)

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