Accumulation range
These managed portfolios aim to seek growth and reinvest earnings to further grow returns. They may be suitable for clients who are looking to save for retirement.
Research Choice Managed Portfolios
The Research Choice Managed Portfolios offer 12 diversified portfolios across the accumulation, income, and objective-based ranges. They’re offered by NMMT Limited and expertly constructed and managed by the MyNorth Research team. They’re available for clients who have a MyNorth Super, Pension or Investment account. For full details and fees payable, refer to the relevant product disclosure statement (PDS), the MyNorth Managed Portfolios PDS and MyNorth Managed Portfolios TMD.
Accumulation range
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1006 |
Research Choice Conservative Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral 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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| NTH1007 |
Research Choice Moderately Conservative Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral 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. | |||||
| NTH1008 |
Research Choice Balanced Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral 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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| NTH1009 |
Research Choice Moderately Aggressive Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 6 years Risk rating: 6/High |
Aims to provide moderately high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. |
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| NTH1010 |
Research Choice Aggressive Accumulation Portfolio |
Multi assets/multi manager Style: Style neutral Benchmark: Morningstar Australian Multisector Aggressive Average Category Time horizon: 7 years Risk rating: 6/High |
Aims to provide high long term returns through a diversified portfolio of primarily growth assets. |
Income range
These managed portfolios aim to provide higher recurring income with less downside risk than the accumulation range. They may be suitable for clients looking for income in retirement.
Objective-based range
These managed portfolios seek set outcomes over defined periods with a focus on capital preservation. They may be suitable for clients looking for income and modest capital growth.
| North Code | Portfolio name | Portfolio summary | Investment objective | Downloads | ||||
| NTH1011 |
Research Choice Cautious Income Portfolio (Objective Based) |
Multi Assets/Multi manager - Income Focus Style: Style neutral/objective based Benchmark: Consumer Price Index (CPI) + 1.0% Time horizon: 4 years Risk rating: 4/Medium |
Aims to provide regular and higher income, modest capital growth and strong Focus towards capital preservation. |
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| NTH1012 |
Research Choice Income Builder Portfolio (Objective Based) |
Multi assets/multi manager - income Focus Style: Style neutral/objective based Benchmark: Consumer Price Index (CPI) + 2.0% Time horizon: 5 years Risk rating: 6/High |
Aims to provide higher current and Future income, modest capital growth and greater Focus towards capital preservation. |
About the MyNorth Research team
The MyNorth Research team has substantial experience in fund manager research and portfolio management. In constructing and managing the portfolios, the team:
- selects assets from a range of managers to provide diversification across strategies and styles, and
- draws on quantitative and qualitative assessments to make portfolio changes to ensure they align to set investment objectives and risk levels.
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.
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All information on this website is subject to change without notice.