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Portfolio Name	1 Mth	3 Mth	6 Mth	1 Yr	3 Yr	5 Yr	Since Inception	Inception Date	Growth/ Defensive	Monthly Report
Northstar Portfolios
Northstar Moderately Conservative Managed Portfolio	Northstar Portfolios	5 years	1.10%	0.15%	3.37%	3.69%	8.93%	4.89%	5.38%	03/07/17	45% / 55%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 1.10% 3 Month 0.15% 6 Month 3.37% 1 Year 3.69% 3 Year 8.93% 5 Year 4.89% Since Inception 5.38% p.a. Growth / Defensive 45% / 55% Growth / Defensive Growth 45% Defensive 55% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a 5-year rolling period after fees. Estimated Total Cost Portfolio Details
Northstar Balanced Managed Portfolio	Northstar Portfolios	6 years	0.95%	-0.26%	3.96%	3.98%	10.64%	5.62%	6.44%	01/07/17	67.5% / 32.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.95% 3 Month -0.26% 6 Month 3.96% 1 Year 3.98% 3 Year 10.64% 5 Year 5.62% Since Inception 6.44% p.a. Growth / Defensive 67.5% / 32.5% Growth / Defensive Growth 67.5% Defensive 32.5% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a 6-year rolling period after fees. Estimated Total Cost Portfolio Details
Northstar Assertive Managed Portfolio	Northstar Portfolios	7 years	0.92%	-0.24%	4.76%	4.64%	12.21%	6.70%	7.83%	01/07/17	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.92% 3 Month -0.24% 6 Month 4.76% 1 Year 4.64% 3 Year 12.21% 5 Year 6.70% Since Inception 7.83% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 3.0% p.a. over a 7-year rolling period after fees. Estimated Total Cost Portfolio Details