The Zenith Managed Portfolios offer four diversified managed portfolios expertly constructed and managed by Zenith Investment Partners Pty Ltd (Zenith). 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) and the MyNorth Managed Portfolios PDS.

Zenith Essentials Managed Portfolios

Zenith Essentials 50% Growth Portfolio

Aims to provide a high level of income, a moderate level of capital growth and a moderate level of capital volatility.

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Zenith Essentials 70% Growth Portfolio

Aims to provide a high level of income, a moderate level of capital growth and a moderately high level of capital volatility.

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Zenith Essentials 85% Growth Portfolio

Aims to provide a high level of income, a high level of capital growth and a high level of capital volatility.

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Zenith Essentials 100% Growth Portfolio

Aims to provide a high level of income, a high level of capital growth and a very high level of capital volatility.

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Key benefits

Diversification

Zenith Essentials Managed Portfolios incorporate dynamic asset allocation and invest in a range of asset classes to assist in achieving returns whilst minimising 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

Zenith will use their investment research and managed portfolios expertise to construct and managed a series of diversified portfolios to agreed objectives. 

Responsive

Zenith can quickly make immediate portfolio changes, maximising performance potential while reducing risk in your portfolio.

Transparency

You can track the performance of the underlying asset at any time on North Online. A reporting service is available, providing transparency around any changes with the portfolio and underlying holdings.

What are the risks

  • The performance of the Zenith Essentials 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 Zenith

Zenith Investment Partners is one of Australia’s leading research and investment consultants with a near 20-year track record of delivering premium investment research and ratings, and building quality investment portfolios.
 
Established in 2002, Zenith works with clients to build out managed portfolio solutions, investment capability and governance. Zenith’s portfolio idea generation arises from annual reviews of the strategic asset allocation, quarterly sector reviews and manager selection.
 
Manager selection is a key value. This input occurs through Zenith's market-renowned annual sector reviews and ratings, and the investment analysts' 'best ideas' portfolios.

Have a question?

Talk to a financial adviser or contact us on 1800 667 841

Documents and downloads

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 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 Zenith Investment Partners Pty Limited ABN 27 103 132 672, AFSL 226872 (Zenith Investment Partners) as investment manager for Zenith Essentials Managed Portfolios. Zenith Investment Partners (Zenith) ABN 27 103 132 672, AFS L226872 is the provider of General Advice (s766B Corporations Act 2001). To the extent that any content of this document constitutes advice, it is General Advice for Wholesale clients only. Zenith accepts no liability, whether direct or indirect arising from the use of information contained in this document. Full details regarding Zenith’s contact details and research processes are available at zenithpartners.com.au/RegulatoryGuidelines.

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.