We’re further diversifying MyNorth’s investment choice with the launch of Lonsec Retirement Managed Portfolios and InvestSense Managed Portfolios.
Lonsec Retirement Managed Portfolios
Lonsec Investment Solutions Pty Ltd (Lonsec) are managing three diversified retirement managed portfolios. The managed portfolios aim to mitigate risks which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to the pension phase of investing. See Lonsec’s video and customer webpage to find out more.
InvestSense Managed Portfolios
InvestSense Pty Ltd (InvestSense) are managing four diversified managed portfolios. InvestSense specialises in delivering outcome-based portfolio solutions. Its investment philosophy is underpinned by the belief that prevailing market valuations tend to be indicative of final outcomes over long-time periods. See InvestSense’s video and customer webpage to find out more.
More support
For more information about investing your clients in these managed portfolios, speak to your BDM or refer to the MyNorth Managed Portfolio PDS.
Important information
Adviser use only: Any advice in this document is general and is provided by NMMT Limited ABN 42 058 835 573 (NMMT), which is part of the AMP Group. The issuer of MyNorth Managed Portfolios and MyNorth Investment IDPS products is NMMT. The advice does not take into account any person’s personal objectives, financial situation or needs. Consider your client’s circumstances and the relevant Product Disclosure Statements (PDS), including the MyNorth Managed Portfolios PDS available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before making any decisions. No member of the AMP group accepts liability in respect of this content, except to the extent required by law. No member of the AMP group guarantees the accuracy of the content and does not accept liability for loss stemming from relying on this information. Information also subject to change. The issuer of MyNorth Super and Pension is N.M. Superannuation Pty Limited ABN 31 008 428 322 (NM Super). NMMT has appointed Lonsec Investment Solutions Pty Ltd ABN 95 608 837 583, (Lonsec) and InvestSense Pty Ltd ABN 31 601 876 528 (InvestSense) as investment managers for particular managed portfolios. No company in the AMP group guarantees any investment in, or performance of, any managed portfolio, the repayment of investor’s capital or any particular rate of return. 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 on this page was current on the date the page was published. As a result of changes to the business from time to time, including changes to product, product issuer, services, trust, trustees and other entities, the information may no longer be current. For up to date information, we refer you to the relevant product disclosure statement and product updates.