New Star US Opportunities Fund

 
Fund Manager - Greg Kerr
Lead fund manager Greg Kerr
Fund typeIreland-domiciled OEIC sub-fund
Share class information
The retail £ share class is currently closed to new investors
Investment style

  • Sectoral approach, with a weighting towards sectors where earnings growth prospects are best relative to the overall market on a 12- to 18-month-view
  • Focus on mid- and large-cap companies with reasonable pricing power
  • Relatively low portfolio turnover with stocks typically held for at least a year

 


Fund Facts
Fund size: (at 31.07.2008) US$30.1m
Launch date: 16.08.2002
Base currency: USD
Minimum investment: US$5,000; £3,500
Management fee: 1.75% per annum
Subscription fee: Up to 5.25%
Redemption/switching fee: nil
Valuations: Daily
Subscriptions/redemptions: Daily
NAV publications: FT, Morningstar, www.newstaram.com
ISIN: USD: IE0031947736
GBP: IE0031947843
Bloomberg: NSUSOPD ID
SEDOL: 3194773
Valor: 1657144
Registration: UK, Ireland, Spain, Italy, France, Netherlands, Denmark, Sweden, Switzerland, Finland, Luxembourg, Hong Kong, Singapore (recognised)


Greg commenced management of the New Star US Opportunities fund on 02/01/07.

Related Funds

New Star Asian Opportunities Fund
New Star Euro High Yield Fund
New Star European Growth Fund
New Star Global Emerging Markets Fund
New Star Japan Recovery Fund
New Star Pan-European Equity Fund
New Star Strategic Government Bond Fund
New Star UK Dynamic Fund

Related Documents

Fund factsheet New Star US Opportunities Fund
Interim report Interim report
Annual report Annual report
Application form (Irish funds) Application form (Irish funds)
Simplified prospectus Simplified prospectus
Investment process New Star US Opportunities Fund

Literature Library

You can download other documents related to this and our other funds by visiting our Literature Library

Contacts

Investment services
Phone: +353 1 475 8000
Email: dublin@newstaram.com
Dealing & administration
Phone: +353 1 853 8732
Fax: +353 1 853 8536