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Managed portfolios

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MyNorth Managed Portfolios

See why managed portfolios are popular

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Benefits

Whether your advice practice is small or large, MyNorth Managed Portfolios allow you to entrust investment management to experts, while you manage your clients’ needs and goals.

Investment management

Experts construct and regularly manage diversified portfolios of assets to agreed objectives.

More client engagement

Get more time to spend with your clients and work on strategies to help them achieve their needs and goals.

Transparency

Access regular performance, commentary, and trade reports from the investment managers on North Online.

Diversification

Managed portfolios invest in a range of asset classes to help enhance returns and minimise risk.

Responsive

Experts can make changes to take advantage of opportunities and manage risks without needing to obtain client consent.

Client beneficial ownership

Underlying assets can be transferred or switched in or out of chosen managed portfolio(s).

MyNorth Managed Portfolios

MyNorth^® Managed Portfolios are available with MyNorth Super, Pension and Investment accounts. You can find full details in the product disclosure statement (PDS).

Partnered Managed Portfolios

For large practices who want to offer their own bespoke managed portfolios with a suitable investment manager.

Guide to managed portfolios

With demand for managed portfolios growing rapidly, we partnered with IMAP to help explain their benefits for advisers and clients.

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Important information

This page is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It is for adviser use only. It contains general advice only and hasn’t taken any person’s specific needs or circumstances into account. A person should consider whether it is appropriate for them based on their own financial position, objectives and requirements and seek financial advice before making any financial decisions. Visit northonline.com.au to obtain the disclosure documents for MyNorth Super and Pension and MyNorth Investment. Past performance is no guarantee of future performance.

You can read the AMP Financial Services Guide 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 hardcopy by contacting us on 1800 667 841.MyNorth is a trademark registered to NMMT.

MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. The issuer of MyNorth Investment IDPS products and MyNorth Managed Portfolios is NMMT. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. NMMT has appointed Lonsec Investment Solutions Pty Ltd ABN 95 608 837 583 CAR 1236821 AFSL 421445, InvestSense Pty Ltd ABN 31 601 876 528 CAR No: 1006839 of AFSL 408 800, Zenith Investment Partners Pty Limited ABN 27103 132 672 AFSL 226872, Quilla Consulting Pty Ltd ABN 99 600 052 659 AFSL 511401 and Pendal Institutional Limited ABN 17 126 390 627 AFSL 316455 as investment managers for particular managed portfolios. No company in the AMP group guarantees the performance of any fund or the return of an investor’s capital. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser.