North Professional range

The North Professional range offers investors an actively managed and diversified exposure to a variety of asset classes including shares, property, fixed interest, cash and alternatives – both in Australian and international markets. The funds employ a selection of specialist fund managers across each asset class.

Professional management

Access to investment opportunities and specialist managers with a wide range of investment styles and strategies to help achieve your client outcomes. 

Active management

Active security selection and asset allocation, and efficient portfolio construction. 

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. 

Cost-effective

North Managed Funds are a low-cost way to access a diverse range of underlying securities. 

Efficient

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

North Professional range - Fund update

North Professional 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.

North Professional Reports

Monthly fact sheets

North Professional Funds

 

 

 

                                                                                

Fund name TMD
North Professional Conservative View TMD
North Professional Moderately Conservative View TMD
North Professional Balanced  View TMD
North Professional Growth View TMD
North Professional High Growth View TMD

 

 

 

PDS

* 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.