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Adviser Brochures

Why Diversification Is Important | 2025 Update

Catch the next wave - benefits of Managed Accounts

InvestSense Diversified Portfolios on North

The AMP North Platform has a range of InvestSense diversified portfolios to suit investors' needs. There are the Multi-Asset Portfolios which include a mix of ETFs, direct shares and Managed Funds. There are also the Diversified Portfolios that include ETFs and Managed Funds only.

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Image of a headphone representing the InvestSense podcast.
Markets Trek Higher on Approach to Peak Inflation

Stocks continued their strong November rally this week, as hopes grew that inflation has peaked and the Fed is nearing the end of its rate hiking cycle. The S&P 500 rose 1.9% on Tuesday following the cooler than expected US CPI print, bringing its gains for the month so far to 7%.

October's Financial Flux: A Precursor to Change in Investor Fortunes

During October, global markets experienced a downturn amidst inflation worries and the threat of rising interest rates, leading to a 2.7% fall in global equities and a 3.8% drop in Australian stocks, with tech sectors and major companies like Nvidia and Tesla taking notable hits. Despite the gloom, the materials sector saw gains, and gold shone brightly as a safe haven, appreciating by 7.3%.

Stocks Stumble, Bonds Steady as Growth Fears Loom

Equity markets declined over the past week, with the S&P/ASX 300 down -3.3% and the MSCI World Ex Australia index falling 2.7% in local terms, but only -0.9% in Australian Dollar terms for the unhedged Australian investor. Most of the falls happened overnight as a higher-than-expected GDP number put upward pressure on short-term rates.

Investor Resources

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Investor Brochures

WHY MANAGED ACCOUNTS

Managed Accounts are an investment solution that combines Managed Funds, ETFs and direct shares into a professionally managed portfolio that is monitored and optimised in real time.

INVESTING FOR A BETTER WORLD

Ethical responsible investing describes an investment approach that aims to select companies that have some form of ethical bias. These days, it is a sophisticated approach to investing which takes into account many different criteria.

faqs

Explore some common questions asked by investors and advisers...

Why do InvestSense Portfolios have CPI+ objectives?

Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More

What filters are used in the InvestSense ethical investment process?

InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
Read More

What valuation methodology do InvestSense use?

We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What is the InvestSense investment process?

We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More

How do I convert my clients’ portfolios to Managed Accounts?

Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More

What are the benefits of Managed Accounts?

Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More

How do I convert my clients’ portfolios to Managed Accounts?

January 30, 2025
Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More

What are the benefits of Managed Accounts?

January 30, 2025
Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More

What is a Managed Account?

January 30, 2025
A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.
Read More

Why do InvestSense Portfolios have CPI+ objectives?

January 30, 2025
Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More

What valuation methodology do InvestSense use?

January 30, 2025
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What is the InvestSense investment process?

January 30, 2025
We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More

What filters are used in the InvestSense ethical investment process?

January 30, 2025
InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
Read More

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