MyNorth’s IndexPlus and Sustainable Managed Portfolios have recently received a 4 out of 5 star rating from SQM Research.
What does the rating mean?
In SQM Research’s review, they have rated the portfolios as:
- Suitable for inclusion on most APLs.
- Investment grade which means:
- The portfolio has an appreciable potential to outperform over the medium-to-long term.
- Historical performance has tended to be meaningful.
- PDS compliance processes are strong.
- There are very little to no corporate governance concerns.
You can find out more about SQM Research’s review and key observation of the portfolios by downloading their research report for
IndexPlus Managed Portfolios
IndexPlus combines the strength of index and active investing into a series of five managed portfolios. They may appeal to cost-conscious clients that are seeking to reduce the overall variability around market returns. The portfolios have over $846 million in funds under management. You can find more information about IndexPlus Managed Portfolios here.
MyNorth Sustainable Managed Portfolios
MyNorth Sustainable Managed Portfolios can help your clients build their wealth and invest based on their values. They encourage sustainable outcomes, transition to a low carbon economy, and avoid material harmful investments.
The portfolios have over $73 million in funds under management. You can find more information about MyNorth Sustainable Managed Portfolios here.
What you need to know
NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT), issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which MyNorth Sustainable Managed Portfolios and IndexPlus Managed Portfolios are offered. Clients should consider their particular circumstances, ESG values, the PDS and TMD available at northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth is a trademark registered of NMMT. NMMT has appointed Pendal Institutional Limited ABN 17 126 390 627 AFSL 316455 as investment manager for MyNorth Sustainable Managed Portfolios.
The rating contained in thisarticle is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.