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MyNorth IndexPlus Balanced Managed Portfolio

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101797-2023-08-03-02:35.pdf
FUND MANAGER AMP Research team
ASX Code
APIR NTH0056
ASSET CLASS DIVERSIFIED
INVESTMENT STYLE The portfolio gains its exposure by investing in wholesale managed funds.
INVESTMENT PROFILE Aims to provide moderate to high returns over the medium to long term through a diversified portfolio of growth and defensive assets.
CURRENCY MANAGEMENT Active management
INCEPTION DATE 28-07-2020
BENCHMARK Morningstar Australian Multisector Growth Average Category
FUND SIZE Morningstar Australian Multisector Growth Average Category
DISTRIBUTION FREQUENCY All income reinvested
NO. OF HOLDINGS Approximately 20 funds
FEES 0.10% From 1/08/23
STRUCTURE

Benefits

Benefits

Benefits of investing in the MyNorth IndexPlus Managed Portfolios

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

Risk level

Medium to High

Investor suitability

The managed portfolio is designed for investors seeking higher capital growth and prepared to accept higher variability of returns or loss in any given year.
RISK LEVEL High
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About IndexPlus

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

The IndexPlus series, available on MyNorth Super, Pension or Investment accounts, is managed and constructed by our AMP Research team and expands on MyNorth's investment choice to help bring your expertise to life.

For full details, please refer to the PDS.

About the Manager

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.

Mandate

How we invest your money

This product aims to provide moderate high returns over the long term through a diversified portfolio of primarily growth assets and some defensive assets. It gains its exposure by investing in wholesale managed funds.

Indicative asset allocation ranges

(Asset class: Minimum / Maximum)

  • Australian shares: 7-37%
  • International shares: 16-46%
  • Listed property / infrastructure: 0-25%
  • Alternatives: 0-22%

TOTAL GROWTH ASSETS: 70%

  • Australian fixed interest: 0-29%
  • International fixed interest: 0-24%
  • Cash: 0-22%

TOTAL DEFENSIVE ASSETS: 30%