With the recent addition of our MyNorth Diversified Index Managed Portfolios range, North now has a suite of 22 multi-asset portfolios across index, hybrid and active investing strategies to suit a range of investors throughout their investment journey.
The portfolio range is also designed to cater to clients evolving needs, preferences and circumstances while also providing benefits for advisers including greater convenience, increased efficiencies and confidence.
The MyNorth Diversified Managed Portfolio Suite uses common asset class building blocks, making it easy to switch between risk profiles or portfolio ranges without extra costs or tax frictions. These portability benefits come at no extra cost and don’t require complex trust structures – they are a feature of the product range.
Additionally, the portfolio suite benefits from North's account level customisation, allowing advisers to tailor managed portfolios to individual client preferences. The adviser can simply select a fund manager, ETF (exchange traded fund) or ‘building block’ within a managed portfolio for exclusion and insert a replacement building block of their choosing. Designed with the individual in mind, the MyNorth Diversified Managed Portfolio range is about efficiency, and maximising client wealth throughout the investment journey, not just growing it.
To find out more download our latest flyer below or visit the individual strategies; Diversified Index, IndexPlus and Research Choice on our website.
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.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.
This article has been provided by NMMT Limited ABN 42 058 835 573, AFSL No. 234653 (NMMT) for professional adviser use only. The comments expressed represent the personal views and opinions of the adviser. MyNorth Lifetime is a part of MyNorth Super and Pension which is 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. It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.