Investor guides

Making any investment is an important decision. This is why we encourage potential investors to consult a financial adviser before investing. New Star cannot provide investment advice but to help inform you about investing with us we have produced a number of investor guides, which you can access below. In addition to the investment options described on this website, New Star funds are available through a number of fund supermarkets and life insurance and pensions companies, including self invested personal pensions (SIPPs). A financial adviser can suggest which of the various routes is appropriate for you. Please note that new ISA rules came into force on 6 April 2008. Download our guide to ISA changes for more information.


Types of funds   ISAs and PEPs

There are various types of funds which you can invest in at New Star. This section provides the definitions and differences between investing in OEICs, unit trusts, funds of funds and funds of investment trusts.

  

This section explains what ISAs are, how they work and the tax implications of investing through them.  Please note that all PEPs became Stocks and Shares ISAs on 6 April 2008. No action is required by investors.


   
Invest with New Star   Existing clients

This section includes information on the minimum and maximum investment permissable, how to invest and other ISA queries.

  

This guide is dedicated to clients who have already invested in New Star funds. Here you can find useful information on managing and monitoring your investments, including how to redeem them.