InvestSMART

MyNorth Index High Growth - Managed Fund

Fund Objective
This investment option invests in a diversified mix of growth assets such as shares and property that will have an average allocation over time of around 99% with the balance in cash.
Fund Strategy
This investment option invests in a diversified mix of growth assets such as shares and property that will have an average allocation over time of around 99% with the balance in cash.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.85% 0.94% 10.45% 8.43% 11.74% 15.36% 9.53% 10.69%
Growth return -0.82% 1.03% 10.64% 7.72% 7.55% 9.83% 1.82% 2.95%
Income return -0.03% -0.09% -0.19% 0.71% 4.19% 5.53% 7.71% 7.74%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -0.6% 0.34% 9.68% 7.73% 10.71% 14.3% 8.79% 10.04%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
MyNorth Index High Growth
AMP Group
IPA0184AU
Multisector Aggressive
starstarstarstarstar (as at 30 Sep 2026)
Investment Fund
11 Feb 2016
$2868.68 million (as at 30 Sep 2026)
$1.3453 (as at 12 Oct 2026)
$1.3437 (as at 12 Oct 2026)
Open
Offer information
Type Description
MER 0.35% (as at 30 Sep 2026)
Indirect Cost Ratio (ICR) 0.36% (as at 30 Jun 2025)
Minimum initial investment $500,000
Minimum additional investments $500.00

Top 10 holdings (as at 30 Jun 2026)

Holding (as at 30 Jun 2026) Type % of Portfolio
BHP Group Ltd 4.63%
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FAQs about the MyNorth Index High Growth

The objective of the MyNorth Index High Growth managed fund is This investment option invests in a diversified mix of growth assets such as shares and property that will have an average allocation over time of around 99% with the balance in cash.

The strategy of the MyNorth Index High Growth managed fund is This investment option invests in a diversified mix of growth assets such as shares and property that will have an average allocation over time of around 99% with the balance in cash.

The APIR code of the MyNorth Index High Growth managed fund is IPA0184AU.

MyNorth Index High Growth’s total return last month was -0.85%. This was made up of a growth return of -0.82% and an income return of -0.03%. These returns were calculated as at 30 Sep 2026.

MyNorth Index High Growth’s total return for the last three months was 0.94%. This was made up of a growth return of 1.03% and an income return of -0.09%%. These returns were calculated as at 30 Sep 2026.

MyNorth Index High Growth’s one-year total return is 8.43%. This was made up of a growth return of 7.72% and an income return of 0.71%. These returns were calculated as at 30 Sep 2026.

MyNorth Index High Growth’s one-year total return is 15.36%. This was made up of a growth return of 9.83% and an income return of 5.53%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the MyNorth Index High Growth managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the MyNorth Index High Growth managed fund is AMP Group.

The MyNorth Index High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2026, the size of the MyNorth Index High Growth managed fund was $2868.68 million.

The MyNorth Index High Growth managed fund has an inception date of 11 Feb 2016.

The current entry price of the MyNorth Index High Growth managed fund is $1.3453 per unit and the current exit price is $1.3437 per unit (as at 12 Oct 2026).

The current exit price of the MyNorth Index High Growth managed fund is $1.3437 per unit and the current entry price is $1.3453 per unit (as at 12 Oct 2026).

The minimum initial investment amount for the MyNorth Index High Growth managed fund is $500,000. Minimum additional investment is $500.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. 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. 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. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.