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

Onshore Private Client Share Portfolio Performance

September 2002 to 30 June 2018