Funds of funds

The award-winning New Star fund of funds range comprises five global portfolios and three regional portfolios. Find out everything you need to know about each fund below by clicking on the link. Find information on the fund's objectives, charges, related literature and performance, and monthly or quarterly fund manager commentary.

View our fund of funds microsite.

In January, the New Star fund of funds team won the 'Best Multi-Manager Group' award at the Professional Adviser Awards 2008. Recognised as leaders in the field of multi-manager investment, the team also won three awards at the 2007 Professional Adviser Multi-Manager Awards: Best Multi-Manager Group, Best International Multi-Manager Fund (New Star Tactical Portfolio) and Best Specialist Multi-Manager Fund (New Star American Portfolio).

 

New Star's fund of funds range is shown in the table below.  The global portfolios are listed by decreasing relative risk.


Global Portfolios
Fund name OBSR rating S&P rating Asset class Wrapper
Tactical Portfolio AA A Equity Direct ISA
Active Portfolio AA AA Equity Direct ISA
Balanced Portfolio AA AA Equity Direct ISA
Managed Portfolio AA AA Equity Direct ISA
Cautious Portfolio Unit Trust A   Balanced Direct ISA
Regional Portfolios
Fund name OBSR rating S&P rating Asset class Wrapper
American Portfolio A   Equity Direct ISA
Asia Portfolio A   Equity Direct ISA
European Portfolio A   Equity Direct ISA

OBSR ratings at end September 2008 (updated quarterly). S&P ratings at end September 2008. Past performance is not necessarily a guide to future performance.