The Quilla Managed Portfolios offer four diversified managed portfolios expertly constructed and managed by Quilla Consulting Pty Ltd (Quilla). They’re offered by NMMT Limited and are available via a financial adviser. For full details and fees payable, refer to the relevant product disclosure statement (PDS), the MyNorth Managed Portfolios PDS and MyNorth Managed Portfolios TMD.

Quilla Consulting Managed Portfolios

Quilla Income Generator Portfolio

Aims to deliver a predominantly income-based investment return of 2.5% pa above inflation over rolling 3-year periods.

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Quilla Wealth Accumulator Portfolio

Aims to deliver an investment return of 3.5% pa above inflation over rolling 5-year periods.

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Quilla Wealth Accelerator Portfolio

Aims to deliver an investment return of 4.5% pa above inflation over rolling 7-year periods.

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Quilla Wealth Accelerator Plus Portfolio

Aims to deliver a predominately income based investment return of 5% pa above inflation over rolling 7 year periods.

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Key benefits

Diversification

Quilla believes that asset allocation is the main driver of performance of a well-diversified portfolio. The Quilla Managed Portfolios invest in a range of asset classes and use dynamic asset allocation with the goal of enhancing return and reducing risk.

Portable

 Available across MyNorth®, North®, Summit® and ipac iAccess®. Underlying assets can be transferred or switched in or out of chosen managed portfolio(s) with you maintaining beneficial ownership.

Investment management

Quilla will use their expertise to construct and manage a diversified portfolio of assets to agreed objectives. Quilla provides access to institutional grade investment capability, which is integrated in their managed portfolios.

Responsive

Quilla believe that managed portfolios enable timely implementation of changes to mitigate risk and can maximise returns of the portfolios.

Transparency

Quilla believe managed portfolios increase transparency for you, thus you can gain greater insights into the portfolios underlying investments, risk and return. You can track the performance of the underlying asset at any time on North Online.

What are the risks

  • The performance of the Quilla Managed Portfolios will depend on the performance of the assets in the managed portfolio. The managed portfolios offered are subject to risk, including possible delays in repayment and loss of income and capital. No member of the AMP group or the investment manager(s) guarantee the repayment of capital, payment of income or the performance of the managed portfolios chosen.
  • All investments carry a risk component. Risk in an investment context refers to the possibility that the investment will not return its original capital or expected income and that the level of return will be volatile over any given time period. This risk can include market risk, company risk, currency risk, interest rate and inflation risk. For more information on key risks, refer to the MyNorth Managed Portfolios PDS.

About Quilla

Quilla is an Australian owned, independent investment group, providing tried and trusted investment services to financial advice groups.
 
Quilla’s investment philosophy and processes are based on ‘it’s best not to lose money in the first place’. Their expertise encompasses global macroeconomic and financial market forecasting, strategic and dynamic asset allocation, portfolio construction and investment manager selection. Their team comprises fund management specialists, each with considerable experience in managing money including for blue chip organisations in Australia and offshore.
 
They act in the best interest of their clients by conducting their own research, building their own systems, and thinking for themselves to deliver valuable investment insights and supporting services.

Have a question?

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 and is general only. The issuer of MyNorth Managed Portfolios is NMMT. The advice does not take into account any person’s personal objectives, financial situation or needs. Therefore, before acting on the advice, a person should consider the appropriateness of this advice having regard to those matters. Before making a decision about a product, a person should consider the MyNorth Managed Portfolios Product Disclosure Statement and Target Market Determination available from northonline.com.au or by contacting the North Service Centre on 1800 667 841. Neither NMMT, AMP Limited ABN 49 079 354 519, nor any member of the AMP group, or their associates accept liability in respect of this document nor to any third party in respect of this document, to the extent permitted by law. Whilst all 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 in this document. Information provided in this document is also subject to change. The issuer of MyNorth Super and Pension 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 has appointed Quilla Consulting Pty Ltd (ABN 99 600 052 659, AFSL 511401), Corporate Authorised Representative of Caravel Consulting Services Pty Ltd ABN 94 108 198 858, as investment manager for Quilla Managed Portfolio.

Any statement made by a third party or based on a statement made by a third party remains the opinion of that third party only.

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 February 2021 and is subject to change without notice.