This month, we’ve added Betashares Geared Managed portfolios Series to our investment menu.
AMP & Betashares have combined to create an innovative retirement solution that focuses on internally geared options to increase exposure to defensive assets and increase income.
Internally geared investments offer a cost-effective way to leverage your exposure to the share market and clients are not exposed to margin calls.
The series will focus on the different periods leading up to and post-retirement catering for a variety of client needs.
The geared equivalents tested have generally provided greater annual returns than their ungeared counterpart, (the reverse is true in negative years although positive returns vastly outweigh negative returns over the 15 years).
The series is also complementary to the North Lifetime offer due to the unique benefits that would be enhanced by being used together.
About the manager
Betashares is a leading Australian manager of Exchange Traded Funds and exchange traded products with over $50B in AUM. Founded in 2010, BetaShares’ aim is to create intelligent investment for Australian investors and their advisers.
Betashares investment philosophy
Betashares provides Australian investors with products that are tailored to their investment objectives and optimised for Australian market conditions. To do so, the Betashares Managed Portfolios investment philosophy follows six key pillars: 1 Passive asset class exposure 2 Strategic Asset Allocation Foundation 3 ETF Focus 4 Beta or “Smart” Beta 5 “Best of Breed” ETF selection 6 Dynamic Asset Allocation Overlay.
Like to know more?
Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.
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Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
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