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News

Northstar Launches New India Focused Model Portfolio

Northstar News

BERMUDA– 15, October, 2017 – Northstar Financial Services (Bermuda) Limited is pleased to announce that it has enhanced its range of Model Portfolios with the addition of the Northstar India Focused Model Portfolio, which is an equity model with a target allocation of approximately 60% India centric funds and 40% Global funds. 
 
As with all Northstar Model Portfolios, the underlying fund allocations will evolve according to market conditions and fund performance but as of today there are 14 constituent funds offered by a selection of the leading asset managers that are available on the Northstar platform including Franklin Templeton, BlackRock, Kotak and Reliance. 

The growth story in India over the past few years is well documented, with some commentators predicting that the country will continue its impressive trajectory as touched on in the below articles:

India Rises Faster Than China 
Forbes Article (October, 2017)        

The 'Party's Just Begun' for Indian Stock Funds 
Bloomberg Article (September, 2017)   
            
India - Economic forecast summary 
OECD Report (June 2017)          

The Northstar Model Portfolios have been designed to provide portfolio options to suit the varying needs of investors. 

For the Model Portfolios that are distributed in the Middle East, funds that are either already registered with SCA or funds that have applied to be registered with SCA are selected from our range of leading asset managers using a variety of fundamental criteria. Funds are then run through rigorous statistical analysis, looking at a variety of historical performance and risk metrics and fund selection is then based upon a target allocation for the portfolio. Fund assessment and risk monitoring is conducted on an ongoing basis across a number of categories to ensure the funds and models continue to meet the original criteria. Funds that achieve unsatisfactory scores may be removed or replaced by another fund from the registered line-up. The Model Portfolios are available at no extra cost and as is the case with all Northstar solutions, clients also enjoy the benefits of a Bermuda offshore trust structure, which include financial security and enhanced wealth transfer flexibility. 
 
Northstar’s Principal Representative in Dubai, Sanjeev Chowdhury, commented: “The investment case for India is compelling, with market commentators expecting the country to consolidate its position as the fastest growing large economy in the world.  The Northstar India Focused Model Portfolio is an excellent way for investors to participate in the continuing growth of the nation via diversified exposure to a selection of world class asset managers.”
 
Northstar’s CEO, Michael Staveley, commented: “We are encouraged by Northstar’s continued momentum in the Middle East.  The introduction of this new Model Portfolio that has been specifically tailored to the local market is a further demonstration of our commitment to the region.”

About Northstar

Established in 1998, Northstar provides financial solutions to meet the needs of international investors and offers a range of attractive investment plans to a global client base. The firm’s fixed-rate products offer competitive guaranteed interest rates coupled with the option of added principal protection. Northstar’s variable products offer investors access to a broad selection of funds from a range of leading asset managers, with unlimited free transfers between underlying investment options. The firm’s index-linked investment plans combine the benefits of principal protection with the upside potential of equity markets. All Northstar products provide clients with a variety of commitment periods and segregated account protection, as well as the benefits of a Bermuda trust structure, which include financial security and enhanced wealth transfer flexibility. Working with an extensive range of distribution partners, Northstar has clients in over 100 countries.