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NorthStar Adventurous Growth Portfolio

Investment Objective

The NorthStar Adventurous Growth Portfolio is suitable for investors who are seeking very strong long-term capital growth and are prepared to accept significant short-term fluctuation in order to achieve this aim. The portfolio is constructed using a broad range of assets which may include equities, fixed income, property, infrastructure, alternative investments and cash. Equity content will typically be around 100%, meaning the portfolio will exhibit significant downside risk to achieve the required level of capital growth.

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 7-8% 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.


 

Asset Allocation

Current asset allocation of the NorthStar Adventurous Growth Portfolio:

Key Information

A summary of key information about the NorthStar Adventurous Growth Portfolio:

Inception Date:01.01.15

Current Holdings:22

FE Risk Score:73

Historic Yield:1.67%

Targeted Average Annual Return¹:7-8%

Passive/Active Split:57/43 

Indicative Risk Level:10/10

Rebalance Frequency:Biannual

Benchmark²:IA Flexible Investment



Portfolio Charges

At NorthStar, we’re committed to providing clear and simple charges for our investment portfolios. We believe in total transparency so you’ll always know what you will pay.

The charges for the NorthStar Adventurous Growth Portfolio are:

Annual Portfolio Charge (OCF)³:0.45%

Constituent Funds

UK Equity 21%

HSBC FTSE 250 Index 7%
Vanguard UK All-Share Index 4%
AXA Framlington UK Smaller Companies 4%
Franklin UK Equity Income 3%
Marlborough UK Micro Cap Growth 3% 

Europe Equity 9%

Vanguard FTSE Developed Europe ex-UK Equity Index 5%
Baring Europe Select 4%

North America Equity 11%

Fidelity US Index 8%
Threadneedle American Smaller Companies 3%

Japan Equity 5%

Vanguard Japan Stock Index 5%

Asia (ex. Japan) Equity 12%

Vanguard Pacific ex-Japan Stock Index 7%
JPM Asia Growth 5%

Emerging Market Equity 15%

Vanguard Emerging Markets Stock Index 10%
Schroder Small Cap Discovery 5%

Property & Infrastructure 4%

First Sentier Global Listed Infrastructure 2%
FP Foresight Global Real Infrastructure 1%
iShares Global Property Securities Equity Index 1%

Specialist & Global Equity 19%

Vanguard Global Small-Cap Index 6%
AXA Framlington Global Technology 5%
Legal & General Global Health & Pharmaceutical Index 4%
Sarasin Food & Agriculture Opportunities 4%

Alternative Strategies 4%

Threadneedle Dynamic Real Return 4%

Portfolio Performance

Portfolio performance to February 2021:

Feb AG Performance Chart

Portfolio Documents

NorthStar Adventurous Growth Portfolio Factsheet February thumbnail

NorthStar Adventurous Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 1.4 MB
Revision: February 2021​
 
KIID Pack Front Cover AG thumbnail

NorthStar Adventurous Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 45
File Size: 3.5 MB
Revision: February 2021
 
The NorthStar Adventurous Growth Portfolio Factsheet provides full information on the NorthStar Adventurous Growth Portfolio as well as up-to-date portfolio commentary.
The NorthStar Adventurous Growth Portfolio Key Investor Information Document (KIID) Pack provides full information and regulatory details of all funds held within the NorthStar Adventurous Growth Portfolio.

The NorthStar Portfolio Range

Learn more about the complete range of NorthStar portfolios.
 
 

1. Targeted average annual return is based on the average long-term returns of applicable asset classes and is in no way guaranteed.
 
2. Over a rolling 5-year period.
 
3.Portfolio charges are calculated using the average fund charges across all applicable platforms.
 
Performance data are on a bid-to-bid basis, with income reinvested. Performance data do not take into account platform or advisory charges and exclude any holdings in platform ‘cash accounts’. Performance data show returns for discounted ‘super clean’ funds where these are available. Such funds may not be available on all platforms. Performance data are rounded to the nearest 0.1% so small rounding errors may occur. Data correct as at 01.02.21. Source: FE. The value of investments and the income from them can fluctuate and investors may not get back the full amount invested. Past performance is not necessarily a guide to future performance. The tax treatment of investments depends on individual circumstances and is subject to changes in tax legislation. Figures are provided for illustrative purposes only and their accuracy cannot be guaranteed. Information provided should not be relied upon in isolation when making investment decisions and does not constitute advice or an offer to purchase any investment or product. Please contact us for more information on our range of portfolios.

Awards, Accreditations & Trade Associations

We are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading professional trade associations.

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We offset our carbon footprint via Ecologi

nschartered
VouchedFor
CISI
FSB
Toprated


We offset our carbon footprint via Ecologi

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