Multi-Manager Funds
AMP Balanced Growth Fund
Platform - Class A investors
PDS update - 30 September 2024
PDS Update - 29 September 2023
PDS update – 30 September 2022
Platform - Class O Wholesale
PDS update - 30 September 2024
AMP Core Retirement Fund
AMP Dynamic Balanced Fund
AMP Equity Fund
Platform - Class A investors
Wholesale - Class O investors
AMP Multi-Asset Fund
Platform - Class A investors
PDS update - 30 September 2024
PDS Update - 29 September 2023
PDS update – 30 September 2022
Personal - Class H investors
mFund (Class R) investors
Diversified Investment Strategies
Experts’ Choice Funds
PDS update - 30 September 2024 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund Experts' Choice Diversified Interest Income Fund |
Experts' Choice Short-Term Money Market Fund Experts' Choice Property and Infrastructure Fund Experts' Choice International Shares Fund |
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Experts' Choice Small Companies Fund - termination notice - 30 September 2024 | |||
PDS update - 15 March 2024 | Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund |
Experts' Choice Diversified Interest Income Fund Experts' Choice Property and Infrastructure Fund |
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PDS Update - 16 February 2024 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund |
Experts' Choice Growth Fund Experts' Choice International Shares Fund |
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PDS update – 20 December 2023 | Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund |
Experts' Choice Diversified Interest Income Fund Experts' Choice Property and Infrastructure Fund |
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PDS Update - 29 September 2023 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund Experts' Choice Diversified Interest Income Fund |
Experts' Choice Short-Term Money Market Fund Experts' Choice Property and Infrastructure Fund Experts' Choice International Shares Fund Experts' Choice Small Companies Fund |
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PDS update – 3 April 2023 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund Experts' Choice Diversified Interest Income Fund |
Experts' Choice Short-Term Money Market Fund Experts' Choice Property and Infrastructure Fund Experts' Choice International Shares Fund Experts' Choice Small Companies Fund |
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PDS update – 19 December 2022 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund Experts' Choice Diversified Interest Income Fund |
Experts' Choice Short-Term Money Market Fund Experts' Choice Property and Infrastructure Fund Experts' Choice International Shares Fund Experts' Choice Small Companies Fund |
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PDS update – 30 September 2022 | Experts' Choice Balanced Fund Experts' Choice Conservative Fund Experts' Choice Growth Fund Experts' Choice Australian Shares Fund Experts' Choice Diversified Interest Income Fund |
Experts' Choice Short-Term Money Market Fund Experts' Choice Property and Infrastructure Fund Experts' Choice International Shares Fund Experts' Choice Small Companies Fund |
Generations Investment Options
ipac Income Generator
Platform - Class K investors
PDS update - 30 September 2024
PDS Update - 29 September 2023
PDS update – 30 September 2022
Personal - Class H investors
PDS update - 30 September 2024
ipac Select Index Investment Options
MyNorth Essentials Index Options
MyNorth Dynamic Balanced Fund
MyNorth Guardian Investment Options
North Active Multi-Manager & Index Diversified Investment Options
North Professional Series
Specialist Funds
Specialist Small Companies Fund
Specialist International Share Fund
Specialist International Share Fund (Hedged)
Specialist Geared Australian Shares Fund
Specialist Australian Share Fund
Specialist Diversified Fixed Income Fund
Strategic Investment Service
Summit Select Multi-Manager Investment Options
Wholesale Global Equity - Value Fund
What you need to know
This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM).
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.