North Professional Moderately Conservative - Managed Fund

The objective of the North Professional Moderately Conservative managed fund is The North Professional Moderately Conservative Fund aims to provide modest growth in investors investment over the medium term. Modest fluctuations in value from year to year are likely.

The strategy of the North Professional Moderately Conservative managed fund is The Fund invests in a diversified mix of growth and defensive assets; across a range of complementary underlying managers selected for their expertise in an asset class or investment approach. This diversification provides investors with the potential for a more stable risk-return profile than would be achieved by investing in a single asset class or manager.

The APIR code of the North Professional Moderately Conservative managed fund is IPA0080AU.

North Professional Moderately Conservative’s total return last month was 1.41%. This was made up of a growth return of 1.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

North Professional Moderately Conservative’s total return for the last three months was 4.06%. This was made up of a growth return of 0.77% and an income return of 3.29%%. These returns were calculated as at 31 Aug 2025.

North Professional Moderately Conservative’s one-year total return is 9.24%. This was made up of a growth return of 5.56% and an income return of 3.68%. These returns were calculated as at 31 Aug 2025.

North Professional Moderately Conservative’s one-year total return is 8.72%. This was made up of a growth return of 6.89% and an income return of 1.83%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the North Professional Moderately Conservative managed fund is :

The Responsible Entity for the North Professional Moderately Conservative managed fund is IPAC Asset Management Limited.

The North Professional Moderately Conservative managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Jul 2025, the size of the North Professional Moderately Conservative managed fund was $353.38 million.

The North Professional Moderately Conservative managed fund has an inception date of 31 Mar 2011.

The current entry price of the North Professional Moderately Conservative managed fund is $1.1428 per unit and the current exit price is $1.1405 per unit (as at 12 Sep 2025).

The current exit price of the North Professional Moderately Conservative managed fund is $1.1405 per unit and the current entry price is $1.1428 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the North Professional Moderately Conservative managed fund is $500,000. Minimum additional investment is $5000.