IndexPlus Managed Portfolios
The IndexPlus 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 | ||||
| NTH1054 |
IndexPlus Conservative Managed Portfolio
|
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Moderate Average Category Time horizon: 3 years Risk rating: 3/Low to medium |
Aims to provide stable return through a diversified portfolio of primarily defensive assets. |
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| NTH1055 |
IndexPlus Moderately Conservative Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Balanced Average Category Time horizon: 4 years Risk rating: 5/Medium to high |
Aims to provide moderate returns over the medium term through diversified portfolio of primarily defensive assets and some growth assets. |
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| NTH1056 |
IndexPlus Balanced Managed Portfolio | Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Growth Average Category Time horizon: 5 years Risk rating: 6/High |
Aims to provide moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets. |
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| NTH1057 |
IndexPlus Moderately Aggressive Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
Aims to provide moderate high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
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| NTH1058 |
IndexPlus Aggressive Managed Portfolio |
Multi assets/multi manager Style: Core/satellite - passive core Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: Risk rating: 6/High |
Aims to provide high long term returns through a diversified portfolio of primarily growth assets. |
SQM Research report
The report provides SQM Research’s:
- rational to their Superior rating
- review and key observations of the IndexPlus Managed Portfolios.
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