| Standard & Poor's ratings end August 2008 |
|---|
| Less than 20% of funds achieve an S&P fund management rating, graded AAA (highest quality), AA (very high) and A (high).
These ratings are based on the funds' investment process and management's consistency of approach. A bond fund volatility rating is a current opinion of a fixed-income investment fund's sensitivity to changing market conditions, relative to the risk of a portfolio composed of government securities. Bond funds are rated V1, low sensitivity to changing market conditions, to V6, highest sensitivity to changing market conditions. |
 |
| European Growth Fund |
| UK Growth Fund |
 |
| Global Financials Fund |
| UK Alpha Fund |
| Active Portfolio |
| Balanced Portfolio |
| Managed Portfolio |
| Pacific Growth Unit Trust |
 |
| Extra High Yield Bond Unit Trust |
| Sterling Bond Unit Trust |
 |
| European Value Fund |
| Higher Income Fund |
| Tactical Portfolio |
 |
| Fixed Interest Unit Trust |
| OBSR ratings end August 2008 |
|---|
| The OBSR fund ratings service aims to identify funds which will achieve their objectives. Around 250 funds have been awarded A, AA or AAA status under their criteria i.e. strength of investment process and length of time it has been in place and continuity of investment personnel. |
 |
| European Growth Fund |
| Sterling Bond Unit Trust |
 |
| High Yield Bond Fund |
| UK Alpha Fund |
| Fixed Interest Unit Trust |
 |
| Global Financials Fund |
| Select Opportunities Fund |
| UK Growth Fund |
| OBSR multi-manager fund ratings end June 2008 |
|---|
| Old Broad Street Research (OBSR) reviews the development of the multi-manager industry and updates these fund ratings on a quarterly basis. |
AA Rating |
| Active Portfolio |
| Balanced Portfolio |
| Managed Portfolio |
| Tactical Portfolio |
A Rating |
| American Portfolio |
| Asia Portfolio |
| Cautious Portfolio Unit Trust |
| European Portfolio |
| For PDF versions of fund factsheets, brochures, guides and more, please visit our literature library |
| Email: webdirectcontact@newstaram.com |
| Dealing Phone: 0845 608 8703 |
| Administration Phone: 0845 608 8704 |