New Star Sterling Bond
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| NEW STAR STERLING BOND |
| INITIAL CHARGE |
DISCOUNT |
REDUCED INITIAL CHARGE |
| 4.25% |
3.89% |
0.36% |
| OUR VIEW: |
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An outstanding mainstream bond fund, actively managed by Phil Roantree. With the UK economy slowing, and interest rates set to fall, perhaps more than currently anticipated, this should be a profitable period the manager.
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| RISK AND YOUR PORTFOLIO: |
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This should be a core holding in a portfolio, and is lower risk.
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ABOUT THE FUND:
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To achieve a high and stable income. The fund will invest principally in sterling denominated fixed interest securities including preference shares, concentrating on investment grade corporate bonds.
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| FUND FACTS: |
| LAUNCHED |
FUND SIZE |
ANNUAL CHARGE |
FUND MANAGER |
| 22/04/1988 |
£289.3 million |
1.25% |
Philip Roantree |
| FUND PERFORMANCE: To 31st March 2009 |
| 0-12m |
12-24m |
24-36m |
36-48m |
48-60m |
| -39.07% |
-7.37% |
+1.23% |
+5.20% |
+6.78% |