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NorthStar Ethical Growth Portfolio

Investment Objective

The NorthStar Ethical Growth Portfolio is suitable for investors who are seeking to invest ‘ethically’ and require a balance between capital growth and capital security. The portfolio is constructed using a broad range of assets which may include equities, fixed income, property, infrastructure, alternative investments and cash. The diversification of this portfolio will insulate investors from some short-term market volatility. Investments are predominantly held in assets that seek to promote ethical, sustainable and socially responsible causes and exclude companies that promote or produce tobacco, fossil fuels, arms, gambling, animal testing and similar activities. Equity content will typically be around 70%, meaning the portfolio will exhibit moderate 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 5-6% per annum over a rolling 5-year period and is benchmarked against the IA Mixed Investment 40-85% Shares 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 Ethical Growth Portfolio:

    Key Information

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

    Inception Date:01.01.15

    Current Holdings:11 

    FE Risk Score:61 

    Historic Yield:2.06%

    Targeted Average Annual Return¹:5-6%

    Passive/Active Split:20/80 

    Indicative Risk Level:6/10

    Rebalance Frequency:Biannual

    Benchmark²:IA Mixed Investment 40-85% Shares

    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 Ethical Growth Portfolio are:

    Annual Portfolio Charge (OCF):0.57%

    Constituent Funds

    UK Equity 22%

    Legal & General Ethical 16%
    Jupiter Responsible Income 6%

    Property & Infrastructure 4%

    FP Foresight UK Infrastructure Income 2%
    Sarasin Sustainable Global Real Estate 2%

    UK Fixed Income 18%

    Rathbone Ethical Bond 8%
    Royal London Ethical Bond 6%
    Kames Ethical Corporate Bond 4%

    Specialist & Global Equity 48%

    BMO Responsible Global Equity 20%
    Stewart Investors Worldwide Sustainability 16%
    Vanguard SRI Global Stock 12% 

    Cash 8%

    Royal London Short Term Money Market 8%

    Portfolio Performance

    Portfolio performance to August 2020:

    Portfolio Documents

    NorthStar Ethical Growth Portfolio Factsheet August Thumbnail

    NorthStar Ethical Growth Portfolio Factsheet

    Document Format: PDF
    Total Pages: 2
    File Size: 1.1 MB
    Revision: August 2020
    Thumb KID Pack Cover NorthStar Ethical Growth Portfolio

    NorthStar Ethical Growth Portfolio Key Information Document Pack

    Document Format: PDF
    Total Pages: 23
    File Size: 6.1 MB
    Revision: August 2020
    The NorthStar Ethical Growth Portfolio Factsheet provides full information on the NorthStar Ethical Growth Portfolio as well as up-to-date portfolio commentary.
    The NorthStar Ethical Growth Portfolio Key Investor Information Document (KIID) Pack provides full information and regulatory details of all funds held within the NorthStar Ethical 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.
    FE Risk Score is a measure of volatility relative to the FTSE 100 index, which always has a score of 100. Investments more volatile than the FTSE 100 have a score above 100 and vice versa giving a reliable indication of relative risk. Cash has a risk score of zero. Performance data shown are on a bid-to-bid basis, with income reinvested and do not take into account platform or advisory charges. Figures may include performance data for discounted ‘super clean’ funds where these are available. Such funds may not be available on all platforms. All performance data are rounded to the nearest 0.1% so small rounding errors may occur. Data correct as at 01.08.20. 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.

     Accreditations & Trade Bodies

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