Diversified Index is a low-cost investment solution designed with the investment journey in mind.
It provides a broad-based exposure to the major asset classes, including Australian and Global equities and Fixed Interest markets, as well as targeted exposures to Emerging Market equities, Australian and Global Property markets, and Global Listed Infrastructure.
Critically, the portfolios are constructed with the same building blocks, enhancing the portability benefits afforded by managed portfolios.
Service your clients at a competitive rate – whatever their balance and investment goals.
Choose from 9 single-sector building blocks including exposure to Emerging market equities, Australian & Global Property and Global Listed Infrastructure as well as an FX hedging portfolio overlay.
Transfer single-sector building blocks within the Diversified Index portfolio range and across other MyNorth Managed Portfolio ranges.
Use 5 risk-based options as a standalone investment or part of a bespoke investment strategy. With each portfolio able to be adapted to suit your client’s needs with North’s account level customisation.
MyNorth Diversified Index Managed Portfolios flyer
Navigate your client’s investment journey with five risk-based multi-asset portfolios.
Diversified Index Managed Portfolios
The Diversified Index Managed Portfolios are available in MyNorth Super, Pension or Investment accounts. For more details, please refer to the MyNorth Managed Portfolio PDS and MyNorth Managed Portfolio TMD.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH0432 | Diversified Index Conservative Portfolio
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Multi assets/multi manager Style: Index Growth/Defensive: 35/65 Benchmark: Morningstar Australian Multi-Sector Moderate Average Category Time horizon: 3 years Risk rating: 4/Medium |
To perform in-line with the stated managed portfolio benchmark over rolling three-year periods. |
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| NTH0433 | Diversified Index Moderately Conservative Portfolio | Multi assets/multi manager Style: Index Growth/ Defensive: 55/45 Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling four-year periods. |
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| NTH0434 | Diversified Index Balanced Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 70/30 Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling five-year periods. | |||||
| NTH0435 |
Diversified Index Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 85/15 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling seven-year periods. | |||||
| NTH0436 | Diversified Index High Growth Portfolio | Multi assets/multi manager Style: Index Growth/Defensive: 100/0 Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 10 years Risk rating: 6/High |
To perform in-line with the stated managed portfolio benchmark over rolling ten-year periods. |
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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.
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