We’re excited to announce Australian equities and listed products are coming to MyNorth Managed Portfolios from 29 November 2021.
The new portfolios come in response to the rapidly growing adviser demand for managed portfolios and demonstrate our continued commitment to providing you with broad investment choices to suit all clients.
Here’s Edwina Maloney from AMP and Toby Potter from the Institute of Managed Account Professionals on the new managed portfolios and the ways we are sharing our expertise
New MyNorth Managed Portfolios
Meet the investment managers
Guide to Managed Portfolios
The guide explains the ins and outs of managed portfolios, covering portfolio construction, implementation strategies and their effectiveness in meeting best interest duties.
MyNorth Managed Portfolios PDS
The PDS covers an overview of how MyNorth Managed Portfolios work, information on the managed portfolios and the investment managers, and the fees and costs.
What does it mean for existing clients?
Clients who currently hold MyNorth Managed Portfolios will receive a covering letter and significant event notice (SEN) from 20 October 2021 to explain the changes we’re making to the platform and what it means to their portfolios.
Insights into Managed Portfolios webinar
If you missed the webinar we ran on the 12 October, you can watch Frances Taylor, Head of Investment Menus and Managed Portfolios, on demand. She walks through the new range, the benefits and practicalities involved in meeting client’s needs across diversified, single sector, ESG, retirement options and many more. She also introduces the new investment managers and how they have constructed their portfolios. 0.50 CPD point is available for this 20-minute webinar.Register to watch the webinar
The information on this page contains general advice only and has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It’s for professional adviser use only. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them. You can read the AMP Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. The issuer of MyNorth Managed Portfolios is NMMT. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which Equity Managed Portfolio is offered. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser. NMMT is a part of the AMP group and can be contacted on 1800 667 841 or firstname.lastname@example.org. No company in the AMP group guarantees the performance of any fund or the return of an investor’s capital. MyNorth is a trademark registered of NMMT.