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NorthStar Dynamic Growth Portfolio

Investment Objective

The NorthStar Dynamic Growth Portfolio is suitable for investors who are seeking strong capital growth and are prepared to accept some large 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 90%, meaning the portfolio will exhibit considerable 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 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.

Portfolio Risk

The NorthStar Dynamic Growth Portfolio is a higher-risk investment strategy that is likely to exhibit considerable volatility and downside risk to achieve the required level of capital growth.

Risk Icon

FE Risk Score: 75         Indicative Risk Level: 8/10         Volatility: 13.4%

FE Risk Score: 75

Indicative Risk Level: 8/10

Volatility: 13.4%

Portfolio Asset Allocation

The current asset allocation of the NorthStar Dynamic Growth Portfolio:

Key Information

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

 

  | Inception Date: 01.01.15

  | Current Holdings: 28

  | FE Risk Score: 75

  | Historic Yield: 1.9%

  | Volatility: 13.4%

  | Targeted Average Annual Return¹: 6-7%

  | Indicative Risk Level: 8/10

  | Rebalance Frequency: Biannual

  | Benchmark²: IA Flexible Investment

Constituent Funds

The NorthStar Dynamic Growth Portfolio contains the following funds:

 

  | Franklin UK Equity Income 7%

  | Vanguard UK All-Share Index 7%

  | HSBC FTSE 250 Index 5%

  | AXA Framlington UK Smaller Companies 3%

  | Marlborough UK Micro Cap Growth 2%

  | Vanguard FTSE Developed Europe ex-UK Equity Index 5%

  | Baring Europe Select 2%

  | Fidelity US Index 7%

  | Threadneedle American Smaller Companies 2%

  | Vanguard Japan Stock Index 4

  | Vanguard Pacific ex-Japan Stock Index 5%

  | JPM Asia Growth 2%

  | Vanguard Emerging Markets Stock Index 7%

  | Schroder Small Cap Discovery 2%

  | First Sentier Global Listed Infrastructure 2%

  | iShares Global Property Securities Equity Index 2%

  | FP Foresight Global Real Infrastructure 1%

  | Artemis High Income 1%

  | iShares Corporate Bond Index 1%

  | Vanguard Global Bond Index 3%

  | Schroder High Yield Opportunities 1%

  | Artemis Global Income 8%

  | Vanguard Global Small-Cap Index 4%

  | AXA Framlington Global Technology 3%

  | Legal & General Global Health & Pharmaceutical Index 3%

  | Guinness Sustainable Energy 2%

  | Threadneedle Dynamic Real Return 7%

  | Royal London Short Term Money Market 2%

Portfolio Charges

At NorthStar, we believe in total charging transparency and are committed to simple, clear fees. The annual charge for the NorthStar Dynamic Growth Portfolio is:

 

  | Annual Portfolio Charge (OCF)³: 0.41%

 

All investors also pay an annual platform charge and ongoing advice fee dependent upon circumstances.



About NorthStar Wealth Management

Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future.

Portfolio Performance

Performance of the NorthStar Dynamic Growth Portfolio since inception (January 2015) to February 2022:

Feb DyG

Portfolio Documents

NorthStar Dynamic Growth Portfolio Factsheet February thumbnail

NorthStar Dynamic Growth Portfolio Factsheet

Document Format: PDF
Total Pages: 2
File Size: 0.4 MB
Revision: February 2022​​
 
KIID Pack Front Cover DyG thumbnail

NorthStar Dynamic Growth Portfolio Key Investor Information Document Pack

Document Format: PDF
Total Pages: 58
File Size: 3.9 MB
Revision: February 2022​
 
The NorthStar Dynamic Growth Portfolio Factsheet provides full information on the NorthStar Dynamic Growth Portfolio as well as up-to-date portfolio commentary.
The NorthStar Dynamic Growth Portfolio Key Investor Information Document (KIID) Pack provides full information and regulatory details of all funds held within the NorthStar Dynamic 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 01.02.22. 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

NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.

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We offset our carbon footprint via Ecologi

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