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Cornerstone Managed Portfolios

available on AMP North

Managed Accounts

Blending leading managers and strategies in a diversified adaptive and efficient portfolio

Multi-Asset Portfolios Multi-Asset Series 2 Portfolios Sustainable Portfolios Strategic Index Portfolios Supplementary documents

Multi-Asset Managed Portfolios (funds only)

These dynamically managed portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles. These portfolios include managed funds only.

   Conservative  Balanced Growth Growth High Growth
       
Fact sheets 
(Available for portfolios with > 12 months performance. View historical fact sheets.)		        
Client trade note         
Exposure to Growth Assets  30%  70%  90%  100%
Focus  Income Predominantly growth   Capital growth  Capital growth
Volatility  Lower  Medium  Higher  Higher
Launch date  07/09/2020 07/09/2020 07/09/2020 09/07/2020
 

Series 2 Managed Portfolios (funds & direct shares)

These dynamically managed portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles. These portfolios include managed funds and direct shares.

 
   Conservative
 Balanced   Balanced
Growth		 Growth   High
Growth		 High Growth Plus 

           
Fact sheets 
 (Available for portfolios with > 12 months performance. View historical fact sheets.)		            
Client trade note            
Exposure to Growth Assets  30%  50% 70%   90% 100%   120%
Focus Income Mix of
income and
growth		 Predominantly
growth 		 Capital
growth		 Capital
growth		 Capital
growth
Volatility  Lower  Medium Medium   Higher  Higher  Higher
Launch Date 29/4/2022   29/4/2022  29/4/2022  29/4/2022  29/4/2022 30/06/2022
 

Sustainable Managed Portfolios

The Sustainable Managed Portfolios aim to provide investors exposure to predominantly managers and strategies that seek to have positive sustainable outcomes. Visit Russell Investments’ website to learn more about their approach to responsible investing.

  Balanced Balanced Growth Growth 
       
Fact sheets 
 (Available for portfolios with > 12 months performance)		    
Client trade note        
Exposure to Growth Assets  50%  70%  90%
Focus  Mix of income and growth, sustainability 1  Predominately growth, sustainability1 Capital growth, sustainability1 
Volatility  Medium  Medium Higher 
Inception Date  28/04/2023  28/02/2022 28/02/2022
1The portfolios have exposure to predominantly managers and strategies that seek to have positive sustainable outcomes compared to the portfolio’s benchmark. Refer to the Product Disclosure Statement (PDS) for more information about the benchmark and ESG considerations for the portfolios. A PDS can be obtained by contacting the relevant platform operator(s).
 

Strategic Index Managed Portfolios

These lower cost portfolios provide exposures to a diversified range of asset classes, using both index and factor based strategies across various investment managers.

   Conservative Balanced   Balanced
Growth		 Growth   High Growth
           
Fact sheets
(Available for portfolios with > 12 months performance)		          
Client trade note           
Exposure to Growth Assets  30%  50%  70%  90%  100%
Focus  Income  Mix of income
and growth		  Predominantly
growth		  Capital growth  Capital growth
Volatility  Lower  Medium  Medium  Higher  Higher
Inception Date 30/04/2022  30/04/2022 30/04/2022 30/04/2022 30/04/2022

Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Cornerstone Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Cornerstone Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Cornerstone Managed Portfolio.

Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the Investment Manager of the Cornerstone Managed Portfolios.