What is chiefly needed is skill rather than machinery.
What is chiefly needed is skill rather than machinery.


1902- 200 different wing shapes were tested
1902- Between 700 and a 1 000 estimated glides
1902- Longest glide - 622.5 ft
1902- begin to build a four-cylinder engine
1903- Brothers design a double pusher propeller
PERFORMANCE REPORTS
GROUNDED IN INTEGRITY AND EXPERTISE
At Northstar Asset Management we take the long view. Short-term results are less interesting to us because they tend to be less predictable, more volatile and offer little assistance in evaluating an asset manager’s ability. Instead, a long-term performance track record allows investors to make a meaningful assessment of an asset manager's abilities to generate satisfactory results over the whole market cycle. Over the long-term, in both up and down market cycles, Northstar has produced results which have significantly out-performed the overall stock market. Northstar has delivered greater-than-market returns at lower-than-market risk.

The graph shows the returns that Northstar clients have enjoyed on a notional R1m invested since 1st January 2002. As is evident, this compares favourably with the returns delivered by the Johannesburg Securities Exchange (JSE) All Share Index (ALSI). Past-performance results of client portfolios managed by Northstar are not necessarily a reliable indicator of future performance.


Detailed Report
Performance Graph
Past Performance Graph
LONG-TERM EXPOSURE TO QUALITY ASSETS


Northstar Equity Portfolios
All Share Index TR

Graph Indexed to 100 | Sep 2002 to Mar 2017
UNIT TRUST PRICING
CALCULATING PROSPECTIVE RETURNS VERSUS REALISTIC HURDLE RATES


Northstar has contracted a third party to provide unit trust pricing. Note - latest pricing not reflected.


QUARTERLY REPORTS
DELIVERING WEALTH TO OUR CLIENTS
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
FUND FACT SHEETS
DELIVERING WEALTH TO OUR CLIENTS
2017
2016
2015
2014
2017
2016
2015
2014
2013
2012
2011
2017
2016
2015
2014
2013


Additional Total Expense Ratios Document
Please click here for all portfolios’ one-year total expense ratios for the financial year ending 30 June 2016, which will be added to each of the MDDs from 1 March 2017

January 2017
1190 KB
February 2017
1209 KB
March 2017
1219 KB
April 2017
1160 KB


Additional Total Expense Ratios Document
Please click here for all portfolios’ one-year total expense ratios for the financial year ending 30 June 2016, which will be added to each of the MDDs from 1 March 2017

January 2017
1310 KB
February 2017
1453 KB
March 2017
1411 KB
April 2017
1360 KB