Personal Portfolio Builder Assessment
Your Optimal Portfolio: NorthStar Dynamic 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 Dynamic Growth Portfolio
The NorthStar Dynamic Growth Portfolio is suitable for investors who are seeking strong capital growth and are prepared to accept some large short-term fluctuations in order to achieve this aim. The portfolio is constructed using predominantly globally-diversified equities and may also include fixed income, property and alternative assets. Equity content will usually be around 90% meaning the portfolio has significant growth potential but also fairly substantial downside risk, in excess of other 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 6-7% per annum over a rolling 5-year period and is benchmarked against the IA Flexible Investment 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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