There are various ways in which you can monitor your investments and our investor web tools can help you. These are outlined below.
| Daily prices and yields |
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The prices of all New Star funds are published daily on our website in the fund centre. You can also find our prices in 'The Financial Times' and 'The Daily Telegraph'. Yield information is also published daily for our income funds. View daily prices.
| My portfolio |
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The portfolio tool allows you to keep track of your New Star funds, monitor unit trusts and OEICs managed by other asset managers as well as individual share, life and pension funds policies and other items of value. Start using the portfolio tool.
| Managers reports and accounts |
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If you are an investor, you will receive annual and interim OEIC report and accounts/unit trust managers' reports . To download them electronically, please visit our reports section in the literature library.
OEICs and funds of funds - You will be sent the short-form accounts automatically, when these are produced, unless you request the long-form accounts. For the New Star Cautious Portfolio Unit Trust, you will be sent the long-form manager's report.
Unit trusts - For the New Star unit trusts, you will be sent long-form accounts. Both formats are available on request where produced.
| Statements |
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Statements detailing the value of your investments and transactions for the six month period ending 30 June and 31 December are sent bi-annually. These are posted within 25 business days of these dates. View a guide to your statement.
Ad hoc valuations and statements are also available on request. Please contact us.
| 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 |