North adds to investment menu as new Partnered Managed Portfolios launched

    North, one of Australia’s leading investment platforms, has added a further 18 investment options to its investment menu. The options, added progressively since December 2021, cover equities, property, bonds and technology, including the BetaShares Crypto Innovators and Vanek Vectors Video Gaming and Esports ETFs.

    22 March 2022
    North, one of Australia’s leading investment platforms, has added a further 18 investment options to its investment menu. The options, added progressively since December 2021, cover equities, property, bonds and technology, including the BetaShares Crypto Innovators and Vanek Vectors Video Gaming and Esports ETFs.

    The new additions reflect North’s commitment to providing diverse investment choice, as its menu continues to strengthen and expand. More than 140 investment options were added to North’s investment menu in 2021, including a growing range of managed portfolios and ethically-based funds and ETFs.

    New Partnered Managed Portfolios

    The new investment additions come as North has launched two-new partnered managed portfolios (PMPs), with leading advice practices, Milestone Financial and Coastline AdviceInvestSense is the appointed investment manager for both PMPs.

    These new PMPs reflect North’s deep understanding of financial advice and ability to work collaboratively with advisers and investment managers to create wrap investment offers that clients value. A total of 16 advice practices have partnered with the North platform to offer tailored PMPs to their clients.

    AMP Director of Platforms Edwina Maloney, said:

    “Providing advisers and their clients with access to a diverse and growing range of high-quality and contemporary investments is a fundamental aspect of our strategy for North. 

    “We’ll also continue to draw on our knowledge of financial advice to work with more advice practices and investment managers to develop tailored managed portfolios, recognising the value they provide their clients.”

    Ian Hayes, Director of Milestone Financial, said:

    “We are delighted to partner with North and InvestSense to launch a range of managed portfolios for Milestone Financial clients.

    “The portfolios offer our clients access to an expanded range of investment options and InvestSense’s expertise, while investment decisions can be implemented quickly and efficiently via the North platform, all of which will lead to better outcomes for clients.”

    Advisers can learn more about the benefits of managed portfolios via A guide to managed portfolios, co-published by North and The Institute of Managed Account Professionals (IMAP) 

     Funds*  Pendal Global Select Fund - Class R
    Ausbil Active Dividene Income Fund Quay Global Real Estate Fund (AUD Hedged) 
    Ausbil Global SmallCap Regnan Credit Impact Trust
    BNP Paribas Green Bond Trust USB Yarra Microcap Fund
    Candrian Sustainable Global Equity Fund Vanguard Ethically Conscious International Shares Index Fund (AUD Hedged)
    First Sentier Responsible Listed Infrastructure Fund Spdr S&P/ASX 200 Esg Fund
    Fisher Investments Australasia Global Small Cap Equity Fund EFTs
    L1 Capital International Fund BetaShares Crypto Innovators EFT**
    Munro Global Growth Fund Magella Core Infrastructure**
    P/E Global FX Alpha Fund  Vaneck Vectors Video Gaming and Esports Etf 

     

    * Available on MyNorth, North, Summit and iAccess

    ** Added to Super and Pension for MyNorth, North, Summit and iAccess

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