The Research Choice Managed Portfolios offer 12 diversified portfolios across the accumulation, income, and objective-based ranges. They’re offered by NMMT Limited and expertly constructed and managed by the AMP Research team . They’re available in MyNorth Super, Pension or Investment accounts 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.

Accumulation range

These managed portfolios aim to seek growth and reinvest earnings to further grow returns. They may be suitable if you’re looking to save for your retirement.

Income range

These managed portfolios aim to provide higher recurring income with less downside risk than the accumulation range. They may be suitable if you’re looking for income in retirement.

Objective-based range

These managed portfolios seek set outcomes over defined periods with a focus on capital preservation. They may be suitable if you’re looking for income and modest capital growth.
 

Key benefits

A diversified portfolio of assets

The managed portfolios offers you exposure to a range of assets to help enhance returns and minimise risks. 

Experienced research team

AMP Research team regularly monitors the managed portfolios and makes any necessary changes to the underlying assets to take advantage of emerging opportunities or to manage risk.

The ability to track the assets in the managed portfolio

You can see where your money is invested and track the performance of assets in the managed portfolios via North Online.

Ownership of assets in the managed portfolio

You’ll have beneficial ownership of the assets in the managed portfolio. You can choose to transfer the asset in and out of the managed portfolio.

What are the risks

  • The performance of the interest held for you in MyNorth Managed Portfolios will depend on the performance of the managed portfolio chosen, and 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.

About the AMP Research team

The AMP Research team has substantial experience in fund manager research and portfolio management. In constructing and managing the portfolios, the team:
 
  • selects assets from a range of managers to provide diversification across strategies and styles, and
  • draws on quantitative and qualitative assessments to make portfolio changes to ensure they align to set investment objectives and risk levels.

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 (NMMT) 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 the product, a person should consider the MyNorth Managed Portfolios Product Disclosure Statement and Target Market Determination are 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.

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.