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MyNorth Managed Portfolios



       PRIVATE WEALTH SPECIALIST GROWTH MODERATE



       Quarterly update for quarter 31 December 2022
                                             Returns                                            as at 31 December 2022
        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      -5.14     -2.15    1.60     -0.49    -       -
        Key information                       Income             2.22       0.25    0.57     2.14     -       -
                                              Growth             -7.36     -2.40    1.03     -2.63    -       -
        Code                       NTH0237
                                              Benchmark²         -3.42     -2.22    3.62     2.47     -       -
        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 Balanced
                             Average Category
        Asset class               Diversified
        Number of underlying assets     35
        Minimum investment horizon  5 years
        Portfolio income  Paid to Cash Account
        Management fees and costs    '0.36%
        Performance fee              '0.00%
        Estimated net transaction costs  0.01%
        Estimated buy/sell spread  0.02%/0.02%                                                   as at 31 December 2022
        Risk band/label           4/Medium
        Minimum investment amount   $25,000

        About the manager
                                                  Growth assets                                         Allocation (%)
        Insight Investment Consultants            Australian Equities                                          30.4
        Insight Investment Consultants is a specialist   International Equities                                19.8
        investment consultancy firm founded in 2013   Property                                                  0.0
        and was one of the first retail investment   Other                                                      0.0
        consultants to provide tailored services to
        financial advisers and licensees. Insight   Total                                                    50.2%
        Investment Consultants focus on providing   Defensive assets                                    Allocation (%)
        professional, unbiased and transparent
        services in the following areas: • investment   Australian Fixed Interest                              42.8
        portfolio construction and management •   International Fixed Interest                                  5.2
        investment committee and governance •     Cash                                                          2.0
        product research and monitoring, and •    Total                                                      50.0%
        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.
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