InvestSense MultiAsset Portfolio 4 - MyNorth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106806-2024-04-27-02:31.pdf |
FUND MANAGER | InvestSense |
ASX Code | |
APIR | NTH0294 |
ASSET CLASS | DIVERSIFIED |
INVESTMENT STYLE | With a forward-looking view of expected returns and implied risks, InvestSense aims to understand if the market is sufficiently rewarding investors for the risks they are undertaking across different asset class. The portfolio does not have a pre-defined asset allocation, instead InvestSense employs an objective based approach which aims to determine the appropriate mix of asset classes that is likely to achieve the stated objective while minimising the level of risk. |
INVESTMENT PROFILE | The InvestSense North Portfolios are comprised of direct shares, ETFs (Exchange Traded Funds) and active and passive managed funds invested across Australian and international equities, listed properties and infrastructure, fixed interest, cash and alternative assets. By mixing these different assets, the portfolios aim to achieve their investment objectives while minimising cost and the risk of losses. The portfolio manager’s strategy is relatively unconstrained and there may be times when the actual asset allocation will deviate significantly from the expected long term average position. In practice this means using the transparency afforded by managed account platforms to monitor and manage risk in minute detail while retaining a high level focus on meeting the objectives of the underlying investor |
CURRENCY MANAGEMENT | |
INCEPTION DATE | 30-09-2022 |
BENCHMARK | CPI +4% per annum |
FUND SIZE | CPI +4% per annum |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | 53 |
FEES | 0.74% of FUM |
STRUCTURE |
Benefits
Benefits |
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RISK LEVEL | High |
INVESTOR SUITABILITY | Suitable for Investors who:
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Risks
Title | |
Detail |
Key Features
Managed Funds
ETFs
Direct Shares
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Mandate
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