NorthStar’s 12-Month Investment Results Are In

Reading time: 5 minutes

 

​​​​One of the key services we provide our clients is investment management. As well as helping our clients protect the wealth they have already accumulated, it’s also crucial to help them grow their wealth over time.

We have developed a unique investment approach underpinned by our own investment philosophy based on 8 core principles and backed by Nobel Prize winning research.

This helps our clients’ investments deliver the maximum possible returns while closely monitoring and minimising risks.

We run eleven investment portfolios for our clients. Each one is designed for a specific purpose and within strict risk parameters. Generally, our higher risk portfolio’s will perform better in rising markets but may also fall more when markets go down. This is why we carefully assess the risk tolerance of all our clients and keep this under close review. This allows us to recommend the right portfolio so our clients can achieve their long-term goals.

We also run portfolios aimed at generating a regular income as well as ‘ethical’ portfolios which invest in companies committed to environmental and social good. The final portfolio in our range is our ‘Safety’ portfolio – an ultra-low risk portfolio designed for capital preservation and very low volatility.

 

How the NorthStar portfolios performed

The chart below shows a comparison of the NorthStar growth portfolios since inception (01.01.15) to 01.02.17. Also shown on the chart is the NorthStar Safety Portfolio.

The chart below shows a comparison of the NorthStar income & growth portfolios since inception (01.01.15) to 01.02.17. Also shown on the chart is the NorthStar Safety Portfolio.

How the returns compare

The chart below shows how the NorthStar portfolios have performed against their benchmarks over the past 12 months (February 2016 to February 2017).

You will see that most have performed ahead of their benchmark, especially at the higher risk end. In absolute terms, the past twelve months has been an incredibly strong period for most investment markets and our clients have enjoyed some very strong returns.

We have achieved these returns at the same time as minimising investment costs, providing our clients with compelling returns after accounting for charges. Our clients enjoy better returns, better advice and a better level of service. We deliver all this at a lower price than many of our competitors.

Let’s look in detail at the performance of each portfolio:

 

Investment performance background

The NorthStar Investment Committee meet every six months to review the NorthStar portfolios and make recommendations to ensure they are optimally positioned for the months ahead. The committee’s key points during this review were:

• Investment markets continue to rise strongly
• The fall in Sterling is driving a lot of returns for UK investors
• There is much uncertainty surrounding Brexit and the impact this may have on medium-term returns
• Higher inflation is set to return to the UK in the coming months
• We continue to monitor how Trump may affect investment markets but making predictions is difficult
• Volatility is likely to continue, driven by political events and central bank policy
• Investment diversification is more important than ever, given the risks to specific regions and sector
• The performance of the majority of NorthStar portfolios since the last review has been very strong in relative and absolute terms

 

Wrapping up

We’re really pleased with the performance of the NorthStar portfolio range and the returns we’ve delivered for our clients over the past twelve months.

If you would like more information on the NorthStar portfolios, our investment philosophy or would like to chat about how we can help you make the most of your existing investments, please get in touch.

 

 

 

Performance data shown are on a bid-to-bid basis, with income reinvested and do not take into account platform or advice charges. All performance data are rounded to the nearest 0.1% so small rounding errors may occur. Data correct as at 01.02.2017. 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.