Northstar fund range

FUND INFORMATION

This is a snapshot of the Northstar fund range in a tabular comparative format.

We offer four domestic funds that cover the full risk-return spectrum which financial advisors normally utilise as building blocks for their clients. The Northstar SCI Income Fund and the Northstar SCI Managed Fund have Regulation 28 compliant asset allocations, making them suitable for both lump sum and ongoing retirement contributions. The Northstar SCI Equity Fund only invests in companies listed on the JSE and consequently, is suitable for investors seeking exposure to the South African market. Northstar is also the investment manager of the top performing Prime General Equity Fund, an equity fund which invests in both South African and global equities.

Northstar’s global fund offering is suitable for investors seeking long-term capital growth, through exposure to a broad range of asset classes, without having to assess the relative attractiveness or risk of each asset class themselves. By utilising their foreign investment allowance, South African investors are able to access the US dollar denominated Northstar Global Flexible Fund directly. Alternatively, Northstar offers two Rand denominated offshore funds – the Northstar SCI Global Flexible Fund, available for investors with capital commitments exceeding R5m and the Northstar SCI Global Flexible Feeder Fund.

The Northstar SCI Global Flexible Fund received a nomination for the best (SA-Domiciled) Global Multi-Asset Flexible Fund over three years in the 2019 Raging Bull awards.

Highest annual return over a 12 month rolling period.
SCI Income: 10.57% (Oct 2018 – Oct 2019); SCI Managed: 21.84% (Sep 2012 – Sep – 2013); SCI Equity: 5.41% (Jun 2017 – Jun 2018); Prime General Equity: 12.61% (Oct 2016 – Oct 2017); SCI Global Flexible: 33.24% (Jan 2019 – Jan 2020); SCI Global Flexible Feeder: 32.63% (Jan 2019 – Jan 2020); Global Flexible (USD): 21.35% (Dec 2018 – Dec 2019).
Lowest annual return over a 12 month rolling period.
SCI Income: 3.94% (Dec 2014 – Dec 2015); SCI Managed: -6.19% (Mar 2019 – Mar 2020); SCI Equity: -28.71% (Mar 2019 – Mar 2020); Prime General Equity: -14.71% (Mar 2019 – Mar 2020); SCI Global Flexible: -5.99% (Feb 2016 – Feb 2017) ; SCI Global Flexible Feeder: 3.58% (Nov 2017 – Nov 2018); Global Flexible (USD): -3.60% (Dec 2017 – Dec 2018).
SCI refers to Sanlam Collective Investments. All our onshore funds are on the SCI Manco. The Global Flexible Fund (USD) is on the Sanlam Ireland platform.
The Northstar Global Flexible Fund (USD) is a Section 65 approved fund.
The Northstar SCI Global Flexible Feeder Fund is a rand denominated fund that feeds directly into the Northstar Global Flexible Fund.