The following applies to all New Star funds, unless
stated otherwise.
| Lump sum investments |
|---|
The minimum lump sum investment is £1,000 per fund (or £12,500 for the New Star Heart of Africa Fund) with a minimum subsequent investment limit of £100 (or £5,000 for the New Star Heart of Africa Fund).
There is no maximum limit for lump sum investors,
unless it is an ISA investment in the current tax year (please see below).
| Regular savings |
|---|
The minimum regular savings limit is £100 per month, which can be split between two funds (minimum £50
per New Star fund). Regular savings are not available
for investments in the New Star Select Opportunities
Fund or New Star Heart of Africa Fund.
| ISAs |
|---|
The minimum and maximum ISA limits (for stocks and shares only) are outlined below:
| Investment | Limits | |
| Maximum investment for lump sum investors | £7,200 | |
| Minimum investment for lump sum investors | £1,0001 | |
| Minimum monthly investment for regular savers | £1002 | |
| Minimum transfer-in3 | £1,000 |
1. £1,000 minimum lump sum investment per New
Star fund (or £12,500 for the New Star Heart of Africa Fund).
2. The minimum investment of £100 can be split
between two funds (minimum £50 per New Star fund). Regular savings are not available for investments in
the New Star Select Opportunities Fund or the New Star Heart of Africa Fund.
3. Partial transfers of your ISA can be accepted
providing your existing plan manager is able to
process a request for a partial transfer.
| PEPs |
|---|
On 6 April 2008, all PEPs became Stocks and Shares ISAs. No action is required by investors. Please download our guide to ISA changes for more information.
| 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 |