MyNorth Index range

The MyNorth Index range allows you the flexibility to invest in either low cost diversified or single sector index funds.

Diversified

The diversified range is designed as a low-cost, transparent and highly liquid passive solution, with experienced and expert institutional grade management. Providing access to diversified strategic asset allocation in line with various risk profiles that encompass a diverse array of asset classes, such as domestic and international equities and fixed interest, property and infrastructure. The underlying asset classes are also passively managed and aim to consistently track their respective benchmarks. 

Single sector

The single sector index funds provide investors greater access to specific asset classes including Australian and international equites, fixed interest, property, infrastructure and much more. Combined, this Index range enables investors the option to tailor their investment allocation or to blend the options with the diversified range. 

Low-cost

MyNorth Index Funds are a low-cost way to access a diverse range of underlying securities. 

Passive management

Passive security selection replicating standard indices and consistent asset allocation. 

Diversification

In a single investment, you can achieve diversification across a wide range of asset classes, geographies and sectors of the economy.  

Aligned

Portfolios constructed with the sole purpose of delivering investors the best investment outcomes. 

Liquid & transparent

Stable and transparent portfolios which invest in liquid listed markets.   

Efficient

An efficient investment solution leveraging market-leading expertise and scale. 

MyNorth Index Diversified range - Fund update

MyNorth Index Diversified range - Overview

MyNorth Index Single sector range - Overview 

Managed Funds Distribution update

Hear from Anna Shelley, CIO, and Jeronimo Harrison, Portfolio Manager, from AMP Investments, as they share insights about the different drivers of the size of distributions and how they can fluctuate year on year.

MyNorth Index Diversified Range Reports

Monthly fact sheets

MyNorth Index Diversified Range

 

MyNorth Index Single Sector Range Reports

Quarterly fact sheets

 

MyNorth Index Single Sector Range 

Fund name TMD
MyNorth Australian Fixed Interest Index  View TMD
MyNorth International Fixed Interest - Hedged  View TMD
MyNorth Australian Equity Index  View TMD
MyNorth Australian Property Index  View TMD
MyNorth International Equity Index - Hedged   View TMD
MyNorth International Property Index - Hedged  View TMD
MyNorth International Equity Index  View TMD
MyNorth Global Listed Infrastructure Market Index – Hedged   View TMD
MyNorth Emerging Markets Index  View TMD

* Please note, due to a data issue which impacted the Fund’s benchmark return, benchmark-relative returns, as quoted in the December reports downloaded around the period of mid-February, may have been slightly understated. This has now been corrected.

PDS Updates

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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. 

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.