Benefits

IndexPlus combines the strength of index and active investing into a series of five managed portfolios. It may appeal to cost-conscious clients that are seeking to reduce the overall variability around market returns.

Index solutions

  • Core investments make up 60% of the portfolio
  • Help to lower costs and turnover to improve the tax and cost efficiency
  • Focused on long-term consistent returns
  • Diversified exposure to major asset classes.

Active solutions

  • The Plus is allocated across 40% of active satellite investments
  • Active strategies are managed by skilled managers
  • Potential of additional returns (but may be more volatile).

Cost-effective solution

  • Index solutions help to lower costs
  • On the Select investment menu
  • Discounted unit class
  • No investment management fees

IndexPlus Managed Portfolios

The IndexPlus Managed Portfolios are available in MyNorth Super, Pension or Investment accounts. For full details, please refer to the MyNorth Managed Portfolio PDS.

Conservative

Aims to provide stable return through a diversified portfolio of primarily defensive assets.

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Moderately aggressive

Aims to provide moderate high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. 

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Moderately conservative

Aims to provide moderate returns over the medium term through a diversified portfolio of primarily defensive assets and some growth assets. 

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Aggressive

Aims to provide high long term returns through a diversified portfolio of primarily growth assets. 

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Balanced

Aims to provide moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets.

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For help, talk to a financial adviser or contact us on 1800 667 841

Important information

Any advice in this document is provided by NMMT  Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general only. The issuer of MyNorth Managed Portfolios and MyNorth Investment IDPS is NMMT. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which IndexPlus Managed Portfolios are offered. All managed portfolios may not be available across all products on the MyNorth platform and are not available directly to retail clients. The issuer of MyNorth Super and Pension is N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (NM Super).

Any advice does not take into account any person’s personal objectives, financial situation or needs. Before a person acts on any advice, they should consider the appropriateness of any advice before making a decision about a product and should consider the MyNorth Managed Portfolios Product Disclosure Statement available from northonline.com.au or by contacting the North Service Centre on 1800 667 841.

Whilst every effort has been made to ensure the accuracy of the data provided as at the date of provision, neither NMMT, AMP Limited, nor any member of the AMP group guarantees the accuracy of the data provided and do not accept liability for loss stemming from decisions made by any person relying upon the information on this page. Information provided on this page is also subject to change.

No company in the AMP group stands behind or otherwise guarantees any investment in, or performance of, any managed portfolio, the repayment of investor’s capital or any particular rate of return. NMMT is part of the AMP group and can be contacted on 1800 667 841 or north@amp.com.au. 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 webpage is current as at July 2020 and is subject to change without notice.