IndexPlus combines the strength of index and active investing into a series of five managed portfolios. It may appeal to cost-conscious clients seeking to reduce the overall variability around market returns.
The IndexPlus series, available on MyNorth Super, Pension or Investment accounts, is managed and constructed by our AMP Research team and expands on MyNorth’s investment choice to help bring your expertise to life.
For full details, please refer to the MyNorth Managed Portfolio PDS.
Introducing IndexPlus Managed Portfolios
Hear from Nicole Mahan, Director of Distribution, about the IndexPlus Managed Portfolios and why we developed the series.
Portfolio overview and design
Hear from John Wong from the AMP Research team about the IndexPlus Managed Portfolios and how they are constructed and managed.
Active investment management
Hear from Isrin Khor from the AMP Research team on what’s involved in selecting the active funds that go in the managed portfolio.
What you need to know
Any advice in this article is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature only. It is for adviser use only and must not be distributed to or made available to retail clients. The issuer of MyNorth Super and Pension products is N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (NM Super). The issuer of MyNorth Investment IDPS products and MyNorth Managed Portfolios is NMMT. NMMT issues the interests in and is the responsible entity for the North Managed Portfolios.
Any advice in this article does not take into account any person’s personal objectives, financial situation or needs. Before acting on any advice, a person should consider its appropriateness and the relevant North Managed Portfolios PDS before deciding what’s right for them. The North Managed Portfolio PDS is available from northonline.com.au or by contacting the North Service Centre on 1800 667 841.
If a person decides to purchase or vary a financial product, companies within the AMP group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. Contact AMP for more details. The information in this document is current as at July 2019 and is subject to change without notice. MyNorth is registered trademarks of NMMT Limited ABN 42 058 835 573 AFSL 234653.