INVESTMENT CENTRE News Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Pursuit: Convene inspiring events & experiences. MyNorth Index Growth Responsible Entity: IPAC Asset Management Limited: APIR Code: IPA0183AU: Sector/Asset Class: Multisector Aggressive: Morningstar Rating (as at 30 Sep 2020) Legal Structure: Investment Fund: Fund Inception: 11 Feb 2016: Fund Size: $1270.14 million (as at 31 Aug 2020) Entry Price: $1.1043 (as at 22 Oct 2020) Exit Price This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. Our purpose is to be the catalyst and champion for impact investment in the region. # Performance figures are after management and admin fees excl. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Zenith Investment Partners and Quilla Consulting This considered issues such as risk, the experience and quality of the individuals, client service records, and investment process, fees and structure. People & products. All intent on making a difference through innovation, through values-centred investment, through conversations, collaboration and connection. Sharing insights and stories on what matters most in our world, on our key social and environmental challenges and opportunities crying out for our collective wisdom, courage and action. It's a global trend that the Asia Pacific region has both an opportunity and imperative to understand and embrace. APIR Systems Limited is a privately owned utility that provides a critical component of the wealth management industry's infrastructure. Past performance is not a reliable indicator of future performance. Engage people on a transforming journey of discovery, learning and action. MyNorth is one of the most competitive and feature-rich wrap platforms in the Australian market. Thank you for subscribing to Impact Investment Summit updates! Superannuation. Click on the results to see more information about the specific product. Purpose: Mobilise community to shift capital for good. We work with key partners, to grow the sector and demonstrate how 20th century capital market dimensions of ‘risk’ and ‘return’ are now expanding to include measurable social and environmental impact. Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. FOR Investment Partners and Western International Securities, Inc., are separate & unaffiliated entities. Looking forward to connecting soon. To be pursued at this, the sixth seminal Summit gathering of international and Australian private and public sector leaders, investors, NGOs and enterprises. The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket. Text by Cara McDonald. Sign up with your email address to receive news, updates and special offers. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark. Calling for more action on the pressing, indeed, escalating social and environmental challenges of our time. MyNorth. You should consider the product disclosure statement before making a decision about a product. Register, Do you have an account? Underperform the industry standard benchmarks. Build a diversified portfolio to match your needs with our range of low cost investment options. Promise: Inspire people to be more deeply connected, collaborative and part of our collective of: Wisdom, Courage & Action. Brokerage costs are not included in this calculation. Inspires our Summit purpose and passion - to mobilise community and shift capital as a force for good. Exposure to these assets can be through investment in underlying funds, or through direct investment … does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). Fund data sourced from Morningstar. AMP announces super fee reductions. Demanding more urgent and proactive impact investment in projects and initiatives to safeguard people and protect our planet. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. The Fund is a registered managed investment scheme which invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. AMP launches index managed portfolios . 11th-12th November 2020 * InvestSMART's capped Management Fee (capped at $451p.a.) We believe in the possibility of a transformed economy. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. Since 1993, APIR has been identifying, coding and managing reference data for unlisted financial products. Impact investing is fuelling the rapid rise of finance as a force for good. We are an agent that provides multiple coding standards such as APIR, ISIN and LEI codes to the fund management industry. A tax event may be realised as a result of switching investments. ARTICLES. Use the search function below to find product. The world is wanting, waiting and willing! IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. This may not include all funds available for retail investment in Australia. One of equity in which everyone benefits. Fees are calculated by Morningstar as the average over 10 years. The latest fund information for MyNorth Index High Growth, including fund prices, fund performance, ratings, analysis, ratios & manager information. EDUCATIONAL | PARTICIPATIVE | INSPIRATIONAL | ONLINE. Login. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. AMP’s IndexPlus range has five different investment options, across different risk profiles and will be available... 30 January. The Summit sits at the beating heart of Asia Pacific's investment community. Detailed product information can be found using APIR code, SPIN, Partial Product Name or Responsible Entity/Trustee. Fee data may not include all costs being charged such as platform and adviser fees. Collect and reference articles, latest news, publications and your own contacts list in your personalised MyNorth area. Read more... Don't have an account? Impact Investment Asia Pacific Summit 2020. {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (Morningstar Aus Msec Aggressive TR AUD), Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), MyNorth Index Growth - Managed fund profile. 4 August. brokerage and assuming dividends re-invested and no withdrawals. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. APIR Systems Limited (APIR) is an independent, privately owned utility that provides a critical component of the wealth management industry's infrastructure. This imperative fuels our belief in a transformed economy. Data and content is provided for personal use only. Historical performance is not a reliable indicator of future performance.