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North Index Balanced (0P000078RG)

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0.921 +0.004    +0.43%
24/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  AMP Group
ISIN:  AU60NMM01131 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.19B
North Index Balanced 0.921 +0.004 +0.43%

North Index Balanced Overview

 
On this page you'll find an in-depth profile of North Index Balanced. Learn about the key management, total assets, investment strategy and contact information of 0P000078RG among other information.
Category

Multisector Growth

Total Assets

5.19B

Expenses

Inception Date

Sep 01, 1999

Investment Strategy

The fund seeks to invest in a diversified mix of growth and defensive assets. Growth assets such as shares and property will have an average allocation over time of around 70%, with the balance in defensive assets such as cash and fixed interest. The fund seeks to invest by using a range of specialist investment managers.

Contact Information

Address PO Box 300
Parramatta,NSW 2124
Australia
Phone +61 2 8048 8162

Top Executives

Name Title Since Until
Jeronimo Harrison Co-Portfolio Manager 2022 Now
Biography Jeronimo Harrison is the co-Portfolio Manager for the North Index range. He is also co-Portfolio Manager for the Future Directions, AMP Diversified, Experts’ Choice and Wholesale Trust fund ranges. Jeronimo joined AMP in 2016. His responsibilities include research, risk management, portfolio construction and generating trade recommendations. Previously Jeronimo covered Australian, global and emerging markets equities across the AMP Capital single sector manager research portfolios and supported the private equity and hedge fund programs. Prior to joining AMP Capital, Jeronimo was an Investment Analyst within the AMP Group corporate venture capital fund. Jeronimo holds a double degree in Commerce (Finance) and Mechanical Engineering (Hons. Class 1) from the University of Sydney and is a CFA Charterholder.
Stephen Flegg Senior Portfolio Manager 2014 Now
Biography Jeronimo Harrison is the co-Portfolio Manager for the North Index range. He is also co-Portfolio Manager for the Future Directions, AMP Diversified, Experts’ Choice and Wholesale Trust fund ranges. Jeronimo joined AMP in 2016. His responsibilities include research, risk management, portfolio construction and generating trade recommendations. Previously Jeronimo covered Australian, global and emerging markets equities across the AMP Capital single sector manager research portfolios and supported the private equity and hedge fund programs. Prior to joining AMP Capital, Jeronimo was an Investment Analyst within the AMP Group corporate venture capital fund. Jeronimo holds a double degree in Commerce (Finance) and Mechanical Engineering (Hons. Class 1) from the University of Sydney and is a CFA Charterholder.
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