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                     Discount Broker for investments, insurance & mortgages
 

New Star Fund Discounts

As well as benefiting from a rebate of 100% of our initial commissions Clubfinance customers can now enjoy extra discounts on New Star's funds.

Inclusion here does not represent a recommendation or imply that it is a suitable or appropriate product. Even without an additional discount, other funds may have a similar, lower or a 0% initial charge. Funds can be purchased direct from the product provider, or via one of a number of fund supermarkets. (Additional discounts are not applicable to SkandiaTM MultiFunds or SelestiaTM)

The Investment Management Association website has a comprehensive list of authorised UK investment funds, click here.

The table below summarises the total discounts for New Star Funds arranged on an execution-only basis directly with New Star with Clubfinance as broker.

Please note the charges on this table were correct as at 31 July 2007, please check the current charges before investing.

Please see the following page for details on how to make an investment through Clubfinance Ltd.

Our Process - New Investment

List of New Star Funds and the discounts applied (In addition 0.5% renewal commission is paid on most funds, 75% of which will be rebate annually as per our Terms of Business)
 

Fund Name

Standard
Initial Charge

Total Discount
through Clubfinance*

New Star Active Portfolio Share Class A Acc 5.00% 4.2500%
New Star American Portfolio Share Class A Acc 5.00% 4.2500%
New Star Asia Portfolio Share Class A Acc 5.00% 4.2500%
New Star Balanced Portfolio Share Class A Acc 5.00% 4.2500%
New Star Cautious Portfolio Unit Trust (Inc & Acc) 5.00% 4.0476%
New Star Diversified Absolute Return 5.00% 4.2500%
New Star Equity Income Unit Trust (Inc & Acc) 5.25% 4.2755%
New Star European Growth Share Class R (Acc) 5.25% 4.5000%
New Star European Leaders Fund Share Class R (Acc) 5.25% 4.5000%
New Star European Portfolio Share Class A Acc 5.00% 4.2500%
New Star European Value Fund Share Class R (Acc) 5.25% 4.5000%
New Star Extra High Yield Bond Unit Trust Inc 4.25% 3.3573%
New Star Fixed Interest Unit Trust Inc 4.25% 3.3573%
New Star Global Equity Fund Share Class A (Inc & Acc) 5.00% 4.2500%
New Star Global Financials Fund Share Class R (Acc) 5.25% 4.5000%
New Star Global Strategic Capital Unit Trust 5.00% 4.0476%
New Star Hidden Value Share Class A (Acc) 5.25% 4.5000%
New Star High Yield Bond Fund Share Class R (Inc) 4.25% 3.5000%
New Star Higher Income Fund Share Class R (Inc) 5.25% 4.5000%
New Star International Property 5.00% 4.0476%
New Star Japan Fund Share Class A Inc 5.00% 4.2500%
New Star Managed Distribution Fund Share Class R (Inc & Acc) 5.00% 4.2500%
New Star Managed Portfolio Share Class A (Inc & Acc) 5.00% 4.2500%
New Star Money Market UT N/A N/A
New Star Monthly Income Unit Trust Inc 5.00% 4.0476%
New Star North American Fund Share Class A Inc 5.00% 4.2500%
New Star Pacific Growth UT 5.00% 4.0476%
New Star Property Unit Trust (Inc & Acc) 5.00% 4.0476%
New Star Select Opportunities Fund Share Class R (Acc) 5.25% 4.5000%
New Star Sterling Bond Unit Trust (Inc & Acc) 4.25% 3.3573%
New Star Tactical Portfolio Share Class A Acc 5.00% 4.2500%
New Star Technology Unit Trust (Inc & Acc) 4.25% 3.3573%
New Star Tri-Star Unit Trust (Inc & Acc) 5.00% 4.0476%
New Star UK Alpha Share Class R (Acc) 5.25% 4.5000%
New Star UK Growth Share Class R (Acc) 5.25% 4.5000%
New Star UK Special Situations Fund Share Class R (Acc) 5.25% 4.5000%
New Star UK Strategic Capital Portfolio UT 5.00% 4.0476%
New Star UK Strategic Income UT 5.00% 4.0476%

* Note that the actual discount % will differ slightly for some funds on Fidelity FundsNetworkTM. This is because charges on all funds on FundsNetworkTM are calculated on a top-down basis (i.e. as a percentage of the amount invested).

Please note you can use our request form to ask us to e-mail you an application form. Please remember Clubfinance Ltd cannot provide advice of any kind on your investments.

Please click here to contact us regarding your potential investment

Important Information

Clubfinance Ltd is authorised and regulated by the Financial Services Authority. Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under ‘contact us’. Users of this website should be aware of the following:

  • Past performance is not a reliable indicator of future results.

  • The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. For many types of investment, you may be placing your capital at risk, meaning that you may not get back the amount originally invested and you may risk losing your entire investment.

  • Some investments and policies may only be suitable as medium or long-term products.

  • Tax treatments depend on your individual circumstances and may be subject to change in future.

  • This website contains financial promotions relating to services offered by and products available through Clubfinance.

  • In the event of any conflict between product literature and information provided by Clubfinance, the product literature shall prevail.

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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Clubfinance Ltd. Registered Office: Charleston House, 13 High Street, Old Town, Hemel Hempstead, Hertfordshire, HP1 3AA
 Telephone: 01442 217 287, Fax: 01442 241 045
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Clubfinance Ltd. is authorised and regulated by the Financial Services Authority (400139)