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New Star Funds shine across major IMA sectors

30.07.2007

•  New Star has top-decile representatives across the major IMA equity and bond sectors

Since launch or since new managers have taken over the management of funds, a number of New Star funds have dominated the largest IMA sectors. The sectors in question include the IMA UK All Companies sector, the IMA UK Equity Income sector, the IMA Europe excluding UK sector, the IMA North America sector, the IMA Global Equity sector, the IMA UK Other Bond sector, the IMA UK Corporate Bond sector and the IMA Active Managed sector. In addition, in the IMA Specialist sector, Guy de Blonay's New Star Global Financials Fund has strengthened its position as the UK's leading financials fund.

Fund performance by IMA sector to 13.07.07

IMA sector	New Star fund	Period to 13.07.07	Performance %	Peer ranking	Quartile	Decile
UK All Companies	Hidden Value	Since Jamie Allsopp took over the fund on 20.10.03	143.2	3rd out of 272 funds	1st	1st
UK Equity Income	UK Strategic Income	Since the fund transferred to New Star on 01.09.03	155.8	1st out of 74 funds	1st	1st
Europe ex UK	European Growth	Since launch on 23.07.01	122.2	4th out of 78 funds	1st	1st
North America	North American	Since Greg Kerr took over the fund on 05.05.06	12.2	5th out of 84 funds	1st	1st
Global Equity	Tactical Portfolio	Since the fund transferred to New Star on 31.10.03	102.8	12th out of 160 funds	1st	1st
Active Managed	Global Strategic Capital	Since the fund transferred to New Star on 01.09.03	124.6	2nd out of 78 funds	1st	1st
Specialist sector financials funds	Global Financials	Since launch on 31.12.01	212.2	1st out of 5 financials funds	1st	1st
UK Corporate Bond	Sterling Bond	Since the fund transferred to New Star on 24.02.03	19.4	3rd out of 78 funds	1st	1st
UK Other Bond	Extra High Yield Bond	Since the fund transferred to New Star on 03.03.03	56.2	5th out of 37 funds	1st	2nd

Source: Lipper, mid to mid for OEICs, bid to bid for unit trusts, net income reinvested to 13.07.07

Rob Page, marketing director, New Star Investment Funds, says:

"New Star has established a broad range of funds. To have so many exceptional funds either at or near the top of their respective sectors is a remarkable achievement and highlights the strength of New Star's fund management team."

"The strength and depth of New Star's fund range offers prospective clients a compelling investment choice."

Discrete year performance

Discrete year performance	Hidden Value
30/06/2006 to 29/06/2007	31.9%
30/06/2005 to 30/06/2006	21.6%
30/06/2004 to 30/06/2005	34.6%
30/06/2003 to 30/06/2004	29.7%
28/08/2002 to 30/06/2003	-10.6%

 

Discrete year performance	UK Strategic Income
30/06/2006 to 29/06/2007	23.9%
30/06/2005 to 30/06/2006	20.1%
30/06/2004 to 30/06/2005	25.7%
30/06/2003 to 30/06/2004	28.6%
28/06/2002 to 30/06/2003	-20.4%

 

Discrete year performance	European Growth
30/06/2006 to 29/06/2007	24.7%
30/06/2005 to 30/06/2006	29.2%
30/06/2004 to 30/06/2005	24.5%
30/06/2003 to 30/06/2004	24.5%
28/06/2002 to 30/06/2003	-5.49%

 

Discrete year performance	North American
30/06/2006 to 29/06/2007	14.2%
30/06/2005 to 30/06/2006	2.5%
30/06/2004 to 30/06/2005	6.6%
30/06/2003 to 30/06/2004	1.8%
28/06/2002 to 30/06/2003	-8.1%

 

 

Discrete year performance	Tactical Portfolio
30/06/2006 to 29/06/2007	27.4%
30/06/2005 to 30/06/2006	25.8%
30/06/2004 to 30/06/2005	16.6%
30/06/2003 to 30/06/2004	20.7%
28/06/2002 to 30/06/2003	-3.7%

 

 

Discrete year performance	Global Strategic Capital
30/06/2006 to 29/06/2007	18.0%
30/06/2005 to 30/06/2006	26.6%
30/06/2004 to 30/06/2005	24.1%
30/06/2003 to 30/06/2004	35.1%
28/06/2002 to 30/06/2003	-15.3%

 

Discrete year performance	Global Financials
30/06/2006 to 29/06/2007	24.1%
30/06/2005 to 30/06/2006	37.5%
30/06/2004 to 30/06/2005	36.3%
30/06/2003 to 30/06/2004	23.1%
28/06/2002 to 30/06/2003	1.9%

 

Discrete year performance	Sterling Bond
30/06/2006 to 29/06/2007	0.3%
30/06/2005 to 30/06/2006	1.5%
30/06/2004 to 30/06/2005	9.8%
30/06/2003 to 30/06/2004	2.6%
28/06/2002 to 30/06/2003	10.2%

 

Discrete year performance	Extra High Yield Bond
30/06/2006 to 29/06/2007	7.2%
30/06/2005 to 30/06/2006	7.4%
30/06/2004 to 30/06/2005	12.9%
30/06/2003 to 30/06/2004	7.5%
28/06/2002 to 30/06/2003	11.2%

Source: Lipper, IMA sector to 29/06/2007

-ends-

For further information please contact:

Ben Robinson  New Star   020 7225 9294
Richard Wilson New Star   020 7225 9575
Jamie Legg  New Star    020 7225 9567
Karen Wagg  Polhill Communications 020 7655 0540
      

New Star Investment Funds website is www.newstaram.com.

Important information

• Approximately 35% of New Star's mutual fund assets under management are invested in fixed income or property.  With the remaining 65% invested in equities
  and alternatives.   (New Star Asset Management Trading update 20 July 2007.
  
• New Star, one of the UK's fastest growing fund management companies, was founded in June 2000 by John Duffield, previously the founder of Jupiter Asset Management, which he built into one of the most successful retail investment businesses in the UK.
  
• New Star currently has a range of 38 UK retail funds including UK and international equity growth, UK equity income, bond, UK and international property, global and regional funds of funds, investment trusts and global financial products. New Star also has established international, institutional, hedge fund, private equity and private client businesses.
  
• New Star has won the Citywire Team All Stars Award for each of the last three years - 2004, 2005 and 2006. New Star was voted winner for consistent performance on a risk-adjusted basis across 15 key IMA sectors.
  
• New Star employs more than 370 people and has offices in London, Dublin, Bermuda, Madrid, Zurich and Hong Kong.
  
• At 19 July 2007 the group's total funds under management stood at £25 billion.

Past performance is not necessarily a guide to future performance.

New Star Investment Funds is the trading name of New Star Investment Funds Limited, part of the New Star Marketing Group. New Star Investment Funds is not authorised to give investment advice and only provides information on New Star products. For your protection, calls may be recorded and monitored. Issued by New Star Investment Funds Limited, authorised and regulated by the Financial Services Authority.

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