Northstar Global Flexible Fund (USD)

This medium-high risk fund is ideal for investors who require long-term capital growth by investing in various asset classes, but predominantly in equity. The recommended investment time horizon is 7+ years.

Download Fact Sheet
Back To Top

Fund Performance

Northstar Global Flexible Fund

Who should invest

This moderate to high risk fund is ideal for investors seeking meaningful growth of capital from a diversified portfolio of global equities and other assets. The fund’s aim is to outperform global flexible fund peers. An investment time horizon of at least 7 to 10 years is recommended.

Returns reflected below the chart are annualised. Source: Bloomberg, MorningStar and Northstar Asset Management.

Horizon:

  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • SINCE INCEPTION
FUND RETURN

Benchmark Return

Outperformance

Benchmark Return

Outperformance

  • Invests in various asset classes worldwide.
  • A high conviction portfolio.
  • Provides maximum capital growth over the long-term.
Back To Top

Invest Now

Invest offshore via Northstar

To invest in the Offshore fund directly through Northstar email admin@northstar.co.za or alternatively contact your financial advisor.

*It is the clients responsibility to ensure the SARS requirements to transfer funds offshore are met however Northstar can put you in contact with a Foreign Exchange Service Provider to assist with these requirements.

Speak to your financial advisor

Our unit trust range can be accessed via a number of platform providers. Please contact us for further information.

Requirements For This Fund

  • US$ 100 000
  • US$ 1 000
    • Certified Copy of both sides of ID Document with 3 specimen signatures (Certifier needs to state “signature belongs to ID Holder”).
    • Proof of Address (not older than 3 months) e.g. utility bill, rates, Telkom.
    • Proof of Banking details (not older than 3 months).
    • SARS document containing name and tax number.

     

  • Northstar’s funds are available via all the major local and offshore LISPS (Linked Investment Services Providers). Please contact us for further information on how to invest via a LISP should that be your preference.

Back To Top

About This Fund

Latest Allocation

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
Management Date
01 June 2017
Sector
EAA Fund USD Flexible Allocation
Fund Size
US$ 78 million
Minimum Investment
US$ 1 000
Latest Distribution
Roll-up fund
INVESTMENT MANAGEMENT FEE
1.25 p.a. (VAT not applicable)
Risk Profile
Medium High
Allocation
Time Horizon
7 Years +
Regulation 28
No
Benchmark
EEA Fund USD Flexible Allocation
Fund Classification
EAA Fund USD Flexible Allocation