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Although we adopt a risk-controlled approach, investment in the New Star Cautious Portfolio is not without risk. As with most equity- and bond-based investments returns are not guaranteed and the value of your investment can fall as well as rise and investors may not get back the amount invested. The management charges for this fund and any charges for the use of derivatives are taken from capital. Capital growth will therefore be restricted. The level of income produced may also vary and is not guaranteed. The value of investments may increase or decrease as a result of changes in exchange rates between currencies. From 27 December 2005, the PEP/ISA regulations made by HM Revenue & Customs have been amended which means that the Cautious Portfolio is now available through an ISA and ISA/PEP transfer. You can invest a minimum lump sum investment of £1,000 and regular savings may be made to a New Star ISA with a monthly contribution of £100 (minimum investment £50 per fund). Literature Please note that this microsite has been prepared to provide information on New Star funds and does not constitute investment advice. If you have any doubts about the suitability of this investment, please contact your financial adviser. For your protection, calls may be recorded and monitored. Application forms and Simplified Prospectus Cautious Portfolio Unit Trust literature |
Issued in the UK by New Star Asset Management Limited. Authorised and regulated by the Financial Services Authority.