Investment Diversification - Diversity is delivered both through asset allocation - in a typical portfolio approximately 48% equities, 43% bonds and cash with a balance in specialist investments - and from the numerous stocks held by the underlying funds. The fund managers may also use derivatives to control the fund’s level of exposure to different markets or areas of the market
Best of the Best - The fund managers search the market for the best funds from the best fund managers. They can also access funds not easily available to private investors such as specialist and offshore funds.
Active Management - The managers have developed a unique approach aimed at achieving strong relative performance whilst operating within tight risk controls.
Competitive Income - 3.5%
The estimated net income yield of the New Star Cautious Portfolio at launch is 3.5% net of charges and net of tax for basic rate tax payers. This is an estimated yield based on a model portfolio which may vary and is not guaranteed.
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Issued in the UK by New Star Asset Management Limited. Authorised and regulated by the Financial Services Authority.