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NorthStar’s Latest Investment Results Are In

22 August 2017

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​​​​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 01.08.17. 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 01.08.17. 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 (August 2016 to August 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:

  • Global growth. Global economic growth in the first half of 2017 set to be at the highest level since 2011.
  • Investment markets. Most investment markets continue to rise, providing good returns for investors.
  • Inflation & real returns. Inflation in the UK and other western economies is on the rise and will reduce real returns for those in cash and other non-income producing investments.
  • Politics. The UK general election result leads to greater uncertainty on future political and economic events.
  • Volatility. Despite uncertainty around political direction (eg. Brexit, Trump), the volatility of many investment markets remains low.
  • Risk management. Risks remain for investors with significant uncertainty surrounding many geo-political events and the potential for economic shocks to the global financial system.
  • Diversification benefits. For investors that are invested in a broadly diversified investment portfolio, some of these risks can be mitigated and continued strong returns may be possible in the second half of 2017.
  • Performance. The performance of the majority of NorthStar portfolios over the period under review was strong both in relative and absolute terms.


The Benefits of Our Investment Approach

The NorthStar portfolio range is a key part of our complete investment management solution. An expertly crafted range of portfolios exclusively for NorthStar clients. Here’s a reminder of the key benefits this provides:

  • Optimised portfolio construction. Using advanced modelling techniques, we ensure our portfolios are fully optimised. By blending the very best funds, we create portfolios that are greater than the sum of their parts.
  • Effective risk management. Every NorthStar portfolio is constructed within specific risk parameters so you can be confident that you will never be exposed to unnecessary investment risks.
  • Academically supported philosophy. Our investment philosophy and construction process is based on many years of empirical evidence and Nobel Prize winning research, helping us provide the very best investment portfolios.
  • Low-cost investment solution. We utilise the best value investment funds available to help us lower the cost of investing. We then charge just 0.6% a year to provide you with a full investment management service.
  • Diversified investment approach. We don’t believe in putting all our eggs in one basket. We create portfolios that utilise a broad range of asset classes to reduce volatility and improve investment returns.
  • Ongoing monitoring & reviews. We never take our eye off the ball when it comes to our portfolios. We continually monitor and regularly review all portfolios to ensure they always deliver the best outcomes.
  • Smart portfolio rebalancing. Every NorthStar portfolio is rebalanced every 6 months to ensure it always remains optimized, efficient and on-track to deliver your investment objectives.
  • Complete flexibility as standard. You are never tied into to any NorthStar portfolio. You can switch between portfolios, change your regular contributions or disinvest any time you like – all at no cost.


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 advisory charges. Figures show the performance of current funds and do not take into account fund switches made within the portfolio. All performance data are rounded to the nearest 0.1% so small rounding errors may occur. Data correct as at 01.08.2017. Source: Financial Express. 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.

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The content of this article is for information purposes only and does not constitute a personal financial recommendation. You should always speak to a regulated financial planner before taking financial advice. This article is intended for UK residents only. All information correct at time of publication.

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Awards, Accreditations & Trade Associations

NorthStar is proud to be a member of the leading financial planning trade associations. Through a continued commitment to adhere to the highest professional standards and deliver exceptional service, NorthStar has received a number of awards and professional accreditations.

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NorthStar’s Latest Investment Results Are In ultima modifica: 2017-08-22T11:54:00+01:00 da Derek