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Personal Portfolio Builder Assessment

 Your Optimal Portfolio: NorthStar Safety 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 Safety Portfolio

The NorthStar Safety Portfolio is suitable for investors who require extremely high capital security and wish to protect their investment from short-term market fluctuation. The portfolio is constructed using a broad range of low-risk assets which may include equities, fixed income, property, infrastructure, alternative investments and cash. The diversification and low-risk construction of this portfolio will insulate investors from the majority of short-term market volatility and provide significant capital protection. Long-term returns may be lower than other portfolios in the NorthStar range to achieve the required level of capital security.

This portfolio is not risk-free and investment in this portfolio should be seen as a long-term strategy. Risk aspects include inflation risk, shortfall risk and some exchange rate risk. The portfolio aims to provide significant downside protection, targets capital growth in excess of 2-3% per annum over a rolling 5-year period and is benchmarked against the IA Targeted Absolute Return sector average. Values may fall as well as rise and investors may not get back the amount originally invested.

Find out more about the NorthStar Safety Portfolio.

Recommended Asset Allocation

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    Discuss your risk profile in more detail and get more information on you optimal portfolio by contacting us.

    Disclaimer: The Personal Portfolio Builder is designed to provide a basic risk assessment only and does not constitute advice or a recommendation. A full analysis should be undertaken before any investment is made. This would include looking at additional factors such as your ‘capacity for loss’ and wider personal considerations. Information provided to you is used at your own risk. Neither NorthStar nor Morningstar are responsible for any damages or losses arising from any use of this information. This information must not be relied upon without appropriate verification. The value and income derived from investments can go down as well as up. If you wish to obtain advice and a more thorough risk assessment, please contact us

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