You're in good company with MyNorth Managed Portfolios
MyNorth Managed Portfolios offer a smarter, more cost-efficient way to partner with experts to take your clients' investment strategies to the next level.
We’ve hand selected an impressive range of high-quality investment managers. Continue below to hear about their investment philosophies, managed portfolios and more.
Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to wealth advice practices, institutional investors, superannuation funds, and charities. The Activam investment team boasts a wealth of expertise in financial markets, spanning institutional and retail portfolio management, investment consulting, and research, with an extensive and proven track record in running asset allocation strategy, manager selection, and currency strategy.
BetaShares is a leading Australian manager of Exchange Traded Funds and exchange traded products with over $21B in AUM. Founded in 2010, BetaShares’ aim is to create intelligent investment for Australian investors and their advisers.
Blackmore Capital is a boutique offering with institutional rigour and investment centric culture. The team credit an extensive research-based travel program and expert networks as the drivers behind their depth of industry knowledge.
BlackRock’s purpose is to help more and more people experience financial wellbeing. As a fiduciary to investors and a leading provider of financial technology, BlackRock helps millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
Founded in 2001, DNR Capital delivers client-focused, quality investment solutions to institutions, advisers and individual investors. It is a pioneer in the delivery of managed portfolios in the Australian market.
Elston is one of Australia’s largest privately owned asset management firms, with a long-term track record in diversified and direct Australian Equity managed account solutions. Elston's investment philosophy prioritises preservation of capital, tax aware investing, liquidity and diversity.
First Sentier Investors is a global provider of active specialist investment capabilities. They offer a comprehensive range of strategies, including equities, fixed income, infrastructure and multi-asset solutions.
Lonsec Investment Solutions provides financial advisers, dealer groups and wealth management institutions with access to the knowledge and expertise to construct high quality portfolios, with Lonsec’s best ideas encapsulated in a series of managed accounts, SMAs and IMAs to meet their clients’ different needs.
The Macquarie Systematic Investments team, part of Macquarie Asset Management has been managing Australian equity strategies for over 25 years and with over $30 billion in AUM across a range of Australian equity strategies.
Mercer is a leading professional services firm providing trusted advice and solutions to their clients, colleagues and communities for over 50 years. They partner with financial advisers to provide expert guidance, support, and a wealth of global knowledge.
MLC Asset Management Services Limited (MLC Asset Management)
is one of the largest investment managers in the Australian market, with over 35 years’ experience designing and managing multi-asset class portfolios. They have over $157 billion in AUM (Dec 2021) and more than 100 investment professionals, both in-house specialists and those in external investment management companies.
Morningstar is a leading provider of asset allocation, portfolio construction and investment research services with over 35 years’ experience in the United States, Australia and other international markets. Morningstar advises and manages funds for superannuation funds, institutions, platform distributors, financial advisers and individuals.
Pendal Group is one of Australia’s largest fund managers, with a global presence. They have a multi-boutique model which sees teams of investment professionals focus on asset management, while other functions are delivered centrally.
Quest Asset Partners is a boutique fund manager established in 2004 who actively manage equity investment portfolios. Quest is wholly owned by its well-regarded investment team with an average experience of almost three decades.
Real Asset Management
Real Asset Management is a specialist alternative investment management firm with a focus on Australian Fixed Income/Credit, Direct Real Estate and Venture Capital. Founded in 2010, the firm delivers investment strategies for high-net-worth clients, dealer groups and institutions.
Russell Investments
Russell Investments is a global investment solutions partner dedicated to helping investors reach their long-term goals. Building on an 85-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments specialises in multi-asset solutions, scouring the globe for investment strategies, managers and asset classes to deliver to its clients around the world.
UBS Asset Management draws on its 30-year heritage to deliver outcome-orientated solutions, underpinned by a team-based approach and disciplined risk management. UBS is one of Australia's largest global asset management businesses.
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.
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