Personal Portfolio Builder Assessment
Your Optimal Portfolio: NorthStar Cautious Growth Portfolio
(Please Note: This is a simplified risk assessment and is no substitute for an in-depth appraisal carried out by a NorthStar financial planner. A comprehensive risk assessment will take into account your investment objectives, current situation, investment experience and capacity for loss in addition to your attitude to risk assessed here. Please contact us if you would like a comprehensive risk assessment or to learn more about our assessment process.)
About the NorthStar Cautious Growth Portfolio
The NorthStar Cautious Growth Portfolio is suitable for investors who are seeking capital growth and require some degree of capital security, protecting their investment from some short-term market fluctuations. The portfolio is comprised of a broad range of assets including equities, fixed interest, property and cash. Equity exposure will usually be around 40% meaning long-term returns may be lower than higher-risk portfolios in the NorthStar range.
Due to the nature of underlying holdings, investment in this portfolio should be seen as a long-term strategy. Risk aspects include inflation risk, capital risk, shortfall risk, and exchange rate risk. The portfolio targets capital growth in excess of 5-6% per annum over a rolling 5-year period and is benchmarked against the IA Mixed Investment 20-60% Shares sector average. Values may fall as well as rise and investors may not get back the amount originally invested.
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Recommended Asset Allocation
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