Page 1 - Specialist Income Assertive_March 2023

MyNorth Managed Portfolios

PRIVATE WEALTH SPECIALIST INCOME ASSERTIVE

Quarterly update for quarter 31 March 2023
Returns as at 31 March 2023
Investment objective
Since 1 Month 3 Month 6 Month 1 Year 3 Years
Aims to deliver returns above the benchmark inception* (%) (%) (%) (%) (%)
peer group over a rolling 3-to-5-year period.
Total return¹ -1.25 -0.70 2.17 7.34 -1.25 -
Key information Income 4.04 0.64 1.25 1.97 4.04 -
Growth -5.29 -1.34 0.92 5.37 -5.29 -
Code NTH0236
Benchmark² 0.67 1.08 4.86 10.84 -1.19 -
Manager name Insight Investment
Consultants * Since inception returns begin from the month end immediately following portfolio launch.
Inception date 24 March 2022 Asset allocation
Benchmark Morningstar Australian
Multisector Aggressive
Average Category
Asset class Diversified
Number of underlying assets 38
Minimum investment horizon 7 years
Portfolio income Paid to Cash Account
Management fees and costs '0.10%
Performance fee '0.00%
Estimated net transaction costs '0.00%
Estimated buy/sell spread '0.00%/0.00% as at 31 March 2023
Risk band/label 6/High
Minimum investment amount $25,000

About the manager
Growth assets Allocation (%)
Insight Investment Consultants Australian Equities 47.7
Insight Investment Consultants is a specialist International Equities 30.6
investment consultancy firm founded in 2013 Property 18.0
and was one of the first retail investment Other 0.0
consultants to provide tailored services to
financial advisers and licensees. Insight Total 96.3%
Investment Consultants focus on providing Defensive assets Allocation (%)
professional, unbiased and transparent
services in the following areas: • investment Australian Fixed Interest 0.0
portfolio construction and management • International Fixed Interest 0.0
investment committee and governance • Cash 3.7
product research and monitoring, and • Total 3.7%
communications and reporting. Insight Asset allocation data sourced via Morningstar® from the underlying fund manager.
Investment Consultants services managed and
non-managed account firms across a variety of
platforms. Insight Investment Consultants’
objective is to build robust portfolios that will
perform consistently, delivering superior risk
adjusted returns in most market conditions
and remaining competitive relative to
benchmarks over the long term.

1 The managed portfolio performance represents total return for the periods. Returns have been calculated using the time-weighted method, they assume distributions
are reinvested and are after investment management fees and indirect costs. Total and growth returns include accrued distributions, while income return includes paid
distributions only. Returns do not take into account tax payable. Individual client returns may vary based on the contributions, withdrawals, and timing differences within
the managed portfolio
2 The benchmark is calculated based on the average performance from peers in the same multi sector category, as compiled and sourced from Morningstar Direct on
December 2022.