Our managed portfolio menu now features exciting new additions, so you can give your clients more choice

Optionality is at the heart of our latest managed portfolio buy menu expansion, providing you and your clients with greater flexibility and choice. 

We’re pleased to announce the expansion of our managed portfolios menu with the inclusion of three new managers for the March quarter, providing you with optionality and choice on-platform.

The additions of Innova Asset Management, AZ Sestante, and Watershed Funds Management underline our commitment to growth and expanding the breadth of our investment menu available to you.

The addition of these new managers and portfolios is in response to growing demand from new and existing advisers alike.  These additions bring the number of “buy” managed portfolios to over 152 across 24 managers.

Lifting practice efficiency with managed portfolios

Managed portfolio adoption has reached a record high, with the latest findings revealing nearly 3 in 5 advisers in Australia now use managed portfolios for their clients, up from 1 in 5 a decade ago. Advisers and their support staff are saving an average 23.9 hours per week from using managed accounts in their practice, the data shows, amounting to over 1,200 hours saved each year¹.

By responding to adviser feedback and the rising demand for managed accounts, we’re committed to investing in the breadth of our buy menu, providing advisers and clients with innovative investment solutions that align with their financial objectives.

Today’s strategic additions to North’s managed account menu underscores our dedication to offering diverse and effective portfolio options for advisers and clients at each step of their investment journey.

Data-driven decision making and model portfolio expertise

Boutique investment management firm Innova Asset Management brings a multi-disciplinary approach to investment management, offering risk-focused portfolio solutions tailored to individual client needs. Innova focuses on understanding investment risk intricacies through a systematic, rule-based approach to portfolio construction.

AZ Sestante offers expertise in designing and managing multi-manager model portfolios, providing a robust, repeatable process designed to meet all market conditions. Their cost-effective investment strategies are aimed at guiding advisers and investors to achieve their investment goals and objectives.

Watershed Funds Management partners with North through their 'embedded models' approach, which enables strategic positioning throughout the investment cycle. By testing economic and market outlooks against current market pricing, Watershed identifies and holds high-quality companies for the medium to long term across all asset classes. 

Gearing in super - an 'Australian-first'

We’ve collaborated with Betashares to create the first targeted geared retirement series of its kind in Australia. The series marks an extension of North’s partnership with BetaShares with the addition of Betashares’ Dynamic Managed Accounts range to North as well as jointly launching a series of Federated Managed Accounts to clients in August.

The innovative geared managed portfolio series on North is designed to increase exposure to defensive assets and income, offering a cost-effective way to leverage exposure to the share market.

The Betashares Moderately Geared Managed Account Portfolios access leverage through internally geared ETFs. These ETFs borrow at institutional interest rates that are considerably lower than those typically available to individual investors.

The portfolios are especially beneficial when combined with our award-winning MyNorth Lifetime offer, catering to the varying needs of investors leading up to and post-retirement.

Like to know more?

Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.

_{1 The 16th SPDR ETFs / Investment Trends Managed Accounts Report}