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 fluctuations. The portfolio is primarily constructed using fixed income, cash, commercial property and low-risk alternative investment strategies, meaning long-term returns may be lower than other portfolios in the NorthStar range to achieve the desired 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 3-4% 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.
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Recommended Asset Allocation
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