MyNorth Managed Portfolios

Key benefits

MyNorth Managed Portfolios offer a flexible and efficient way of investing and implementing your investment strategy to help you achieve your financial goals.

Here are some key benefits:

  • Diversification – Managed portfolios invest in a range of assets to help enhance returns and minimise risk.
  • Investment management – Experts will construct and manage the portfolio of assets to agreed objectives.
  • Responsive – Experts can quickly make changes to make the most of emerging opportunities and manage risks.
  • Ownership You’ll have beneficial ownership of the underlying assets in the managed portfolio.
  • Transparency – You can track the performance of the underlying assets at any time on North Online.

Research Choice Managed Portfolios

The Research Choice Managed Portfolios are offered by NMMT Limited (NMMT), and expertly constructed and managed by the AMP Research team. The team has substantial experience in fund manager research and portfolio management.

Accumulation range Five managed portfolios that aim to seek growth and reinvest earnings to further grow returns. They may be suitable for clients looking to save for their retirement.
Income range Five managed portfolios that aim to provide higher recurring income with less downside risk to the accumulation range. They may be suitable for clients looking for income in their retirement.
Objective-based range Two managed portfolios that seek to provide clients income and modest capital growth with a focus on capital preservation.

Find out more in the Research Choice Managed Portfolios flyer and MyNorth Managed Portfolios Product Disclosure Statement (PDS).

Quilla Consulting Managed Portfolios

The Quilla Consulting Managed Portfolios are offered by NMMT, and expertly constructed and managed by Quilla Consulting Pty Ltd (Quilla). Quilla is an Australian owned, boutique investment group, who provide market leading investment services including dynamic asset allocation and investment manager research and selection.

Quilla Income Generator Portfolio Aims to deliver a predominantly income-based investment return of 2.5% pa above inflation over rolling 3-year periods.
Quilla Wealth Accumulator Portfolio Aims to deliver an investment return of 3.5% pa above inflation over rolling 5-year periods.
Quilla Wealth Accelerator Portfolio Aims to deliver an investment return of 4.5% pa above inflation over rolling 7-year periods.
Quilla Wealth Accelerator Plus Portfolio Aims to deliver a predominately income-based investment return of 5% pa above inflation over rolling 7-year periods.

Find out more in the Quilla Managed Portfolios flyer and MyNorth Managed Portfolios PDS.

Zenith Essentials Managed Portfolios

The Zenith Essentials Managed Portfolios are offered by NMMT, and expertly constructed and managed by Zenith Investment Partners Pty Ltd (Zenith). Zenith is an Australian research house, specialising in managed funds research and consulting.

Zenith Essentials 50% Growth Portfolio Aims to provide a high level of income, a moderate level of capital growth and a moderate level of capital volatility.
Zenith Essentials 70% Growth Portfolio Aims to provide a high level of income, a moderate level of capital growth and a moderately high level of capital volatility.
Zenith Essentials 85% Growth Portfolio Aims to provide a high level of income, a high level of capital growth and a high level of capital volatility.
Zenith Essentials 100% Growth Portfolio Aims to provide a high level of income, a high level of capital growth and a very high level of capital volatility.

Find out more in the Zenith Essentials Managed Portfolios flyer and MyNorth Managed Portfolios PDS.

For any help or questions, contact your advisers or contact us on 1800 667 841.

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Important information

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Any advice in this document is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general only. The issuer of MyNorth Managed Portfolios is NMMT. The advice does not take into account any person’s personal objectives, financial situation or needs. Therefore, before acting on the advice, a person should consider the appropriateness of this advice having regard to those matters. Before making a decision about the product, a person should consider the MyNorth Managed Portfolios Product Disclosure Statement available from northonline.com.au or by contacting the North Service Centre on 1800 667 841. Neither NMMT, AMP Limited ABN 49 079 354 519, nor any member of the AMP group, or their associates accept liability in respect of this document nor to any third party in respect of this document, to the extent permitted by law. Whilst all effort has been made to ensure the accuracy of the data provided as at the date of provision, neither NMMT, AMP Limited, nor any member of the AMP group guarantees the accuracy of the data provided and do not accept liability for loss stemming from decisions made by any person relying upon the information in this document. Information provided in this document is also subject to change. The issuer of MyNorth is N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (NM Super). The issuer of MyNorth Investment IDPS products and MyNorth Managed Portfolios is NMMT. AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455 is the responsible entity of the Advantage Funds. NMMT has appointed Zenith Investment Partners Pty Limited ABN 27103 132 672, AFSL 226872 (Zenith Investment Partners) and Quilla Consulting Pty Ltd ABN 99 600 052 659, AFSL 511401, Corporate Authorised Representative of Caravel Consulting Services Pty Ltd ABN 94 108 198 858 as investment managers for particular managed portfolios. No company in the AMP group guarantees the performance of any fund or the return of an investor’s capital. NMMT is part of the AMP group and can be contacted on 1800 667 841 or north@amp.com.au. If a person decides to purchase or vary a financial product, companies within the AMP group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. Contact AMP for more details.