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LATEST NEWS
Darius McDermott wins IFA Personality of the Year (22/01/10)
Darius McDermott, the managing director of Chelsea Financial Services, was last night awarded the IFA Personality of the Year title at at a dinner hosted by the Professional Adviser magazine. The award is voted for by industy professionals and Darius beat off competition from a number of well respec...

Changes to New Star Funds

As many of you will be aware, Henderson have recently taken over New Star. The table below details all of the changes to the management of New Star funds, along with an initial Chelsea Financial Services "Buy/Hold/Switch" rating.

We have yet to interview the new managers and once we have done so (in June), we will update our ratings. You will note that the two funds that were previously on our Chelsea Leaders list, New Star European Growth and New Star Global Financials, have retianed their managers and hence we have reinstated our Buy rating. (Monday 18th May 2009)

New Star's UK Retail Funds
Sector
Previous Fund Manager
Fund Manager Post Acquisition
Chelsea Rating
    EQUITY INCOME    
Equity Income UK Equity Income Charles Deptford Graham Kitchen & Andrew Jones Hold
European Growth Europe ex UK Richard Pease Richard Pease & Simon Rowe Buy
European Value Europe ex UK Nick Sheridan Nick Sheridan  
Global Equity Global Growth Nick Sheridan Nick Sheridan  
Global Financials Specialist Guy de Blonay Guy de Blonay Buy
Hidden Value UK All Companies Jamie Allsop Stephen Peak Hold
Higher Income UK Equity Income Toby Thompson Graham Kitchen & Andrew Jones Hold
Indian Equity Luxembourg SICAV Sub-investment manager: Tata AM Mauritius Sub-investment manager: Tata AM Mauritius Hold
Managed Distribution Cautious Managed Gregor Logan with James Gledhill & Trevor Green John Pattullo with Jenna Barnard & Trevor Green Hold
Pacific Growth Asia Pacific ex Japan Ian Beattie & Lucy Bernays Andrew Beal Hold
Select Opportunities UK All Companies Trevor Green Trevor Green Hold
Technology Technology and Telecoms Lucy Bernays Stuart O'Gorman & Ian Warmerdam Hold
UK Alpha UK All Companies Tim Steer Stephen Peak Hold
UK Growth UK All Companies Trevor Green Trevor Green Hold
    PROPERTY    
International Property Property Roger Dossett & Stuart Webster Roger Dossett & combined property team Hold
UK Property Property Roger Dossett & Gregor Logan Roger Dossett, Marcus Langlands Pearse & combined property team Hold
    FIXED INCOME    
Extra High Yield Bond £ High Yield James Gledhill & Mark Sanders James Gledhill Hold
Fixed Interest £ Strategic Bond James Gledhill & Nick Hayes James Gledhill, John Pattullo & Jenna Barnard Hold
High Yield Bond £ Strategic Bond James Gledhill James Gledhill Hold
Money Market Money Market Nigel Marsh Tony Andrews Hold
Sterling Bond £ Corporate Bond Phil Roantree Stephen Thariyan & Philip Payne Hold
    FUND OF FUNDS    
Active Portfolio Active Managed Mark Harris & Craig Heron Mark Harris & Craig Heron Hold
American Portfolio North America Mark Harris Mark Harris & Craig Heron Hold
Asia Portfolio Asia Pacific ex Japan Rob Jeffree Mark Harris & Craig Heron Hold
Balanced Portfolio Balanced Managed Mark Harris & Craig Heron Mark Harris & Craig Heron Hold
Cautious Portfolio Cautious Managed Craig Heron Craig Heron Hold
European Portfolio Europe ex UK Clare Bryant Mark Harris & Craig Heron Hold
Managed Portfolio Balanced Managed Mark Harris & Craig Heron Mark Harris & Craig Heron Hold
Tactical Portfolio Global Growth Mark Harris Mark Harris Hold
    FUNDS OF INVESTMENT TRUSTS    
Diversified Absolute Return UK Zeros Paul Craig Paul Craig Hold
Global Strategic Capital Active Managed Paul Craig Paul Craig Hold
UK Strategic Capital UK All Companies Paul Craig Paul Craig Hold
UK Strategic Income UK Equity Income Paul Craig Paul Craig Hold
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Chelsea Financial Services plc is authorised and regulated by the Financial Services Authority and offers an execution-only service. We give no individual investment advice and act only on instructions received. For further information, please read our Terms and Conditions and the important notice below.

Important Notice
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Chelsea Financial Services should be regarded as medium to long-term investments. Chelsea Financial Services offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.

The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. 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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