Guiding sustainability principles
Investment managers and their funds are handpicked by environmental, social and governance (ESG) experts based on how they integrate ESG into their decision making, as well as their ability to meet their investment objectives. The managed portfolios are guided by 3 principles:
Transitioning to a low carbon economy
Avoiding material investments in thermal coal, tobacco, gambling, pornography and controversial weapons
Encouraging sustainable social and environmental outcomes for the community
MyNorth Sustainable Managed Portfolios
These managed portfolios are available from a MyNorth Super, Pension or Investment account. For the latest details including fees, refer to the relevant disclosure documents and the MyNorth Managed Portfolios PDS and MyNorth Managed Portfolios TMD.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1116 |
MyNorth Sustainable Moderately Conservative Managed Portfolio
|
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 4/Medium |
This managed portfolio seeks to provide moderate returns over the medium term through a diversified portfolio of defensive and growth assets. | |||||
| NTH1053 |
MyNorth Sustainable Balanced Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 5/Medium to high |
Seeks to generate moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. | |||||
| NTH1117 |
MyNorth Sustainable Moderately Aggressive Managed Portfolio |
Multi assets/multi manager - sustainable Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
This managed portfolio seeks to provide high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
Learn more with the SQM Research report
SQM Research report
The report provides SQM Research’s:
- rationale to their Superior rating
- review and key observations of the MyNorth Sustainable Managed Portfolios.
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Meet the experts
MyNorth Sustainable Managed Portfolios have been designed by the MyNorth Research team, Regnan, and Pendal. Hear what some of the experts involved have to say.
MyNorth Sustainable Managed Portfolios
Hear from Pendal’s Richard Brandweiner about the growing demand for ESG investing and the MyNorth Sustainable Managed Portfolios.
Pendal’s multi-asset team
Hear from Pendal’s Michael Blayney on how his multi-asset team incorporates sustainable processes and methodologies to manage the portfolios.
Evolution of sustainable investment
Hear from Regnan’s Susheela Peresda Costa on the evolution of ESG investing.
Pendal Sustainable Australian Fixed Interest Fund
Hear from George Bishay, Pendal’s Portfolio Manager, on how they integrate ESG investing into their investment management processes and the fixed interest assets they invest in.
Alphinity Sustainable Share Fund
Hear from Alphinity’s Stephane Andre and Jessica Cairns on how they integrate ESG investing into their investment management processes and the shares they invest in.
Ausbil climate change and policy
Hear from Mans Carlsson-Sweeny, Head of ESG at Ausbil on how climate change and policy can impact their investment management processes and the companies they invest in.
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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North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.