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Northstar FR Equity Fund

This high-risk fund is ideal for investors who require maximum capital growth over the long-term through investments in predominantly the equity market. The recommended investment time horizon is 7+ years.

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Fund Performance

Northstar FR Equity Fund

Who should invest

This high risk fund is ideal for investors seeking meaningful growth of capital from a focused portfolio of JSE-listed securities. The fund’s aim is to outperform peers investing only in South African equity markets. 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 predominantly in JSE Equities.
  • A high conviction portfolio.
  • Provides maximum capital growth over the long-term.
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Invest Now

Invest with Northstar directly

We can assist you with making direct investments but without financial advice. Direct investments via Northstar are subject to certain minimums.  Simply get in touch with our client service team by emailing admin@northstar.co.za

Speak to your financial advisor

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.

Requirements For This Fund

  • R 10 000
  • R 500
    • Certified Copy of both sides of ID Document with 3 specimen signatures.
    • 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.

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

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Further Reading

Quarterly fund video as at 31 March 2026

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About This Fund

Latest Allocation

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
Management Date
01 July 2017
Sector
South African - Equity - General
Fund Size
R 557 million
Minimum Investment
Lump sum: R 10 000
Monthly: R 500
Latest Distribution
11.65 cpu (31/12/2024)
INVESTMENT MANAGEMENT FEE
0.85% p.a. (Excl. VAT)
Risk Profile
High
Allocation
Time Horizon
7 Years +
Regulation 28
No
Benchmark
ASISA Category Avg: SA - Equity - General
Fund Classification
South African - Equity - General

View Fund Range By Strategy

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