Standard Life is the first to provide the New Star Tri-Star fund as a link to life and pension products.

Fund Objective
The objective of the fund is to provide a combination of income and capital growth, investing in broadly equal proportions in three types of assets – UK equities, bonds and UK commercial property.

The New Star Tri-Star Fund is managed to provide broad exposure to UK equities, bonds and UK commercial property, generally holding approximately a third of its portfolio in each asset class. In the event of significant market movements there is flexibility to modify the fund’s asset allocation more aggressively.

In some market conditions the weighting of an individual asset class may be adjusted up to 50% of the overall portfolio or reduced to 20% of the overall portfolio.

Reasons to invest

• Three major asset classes within a single fund, UK equities, bonds and UK commercial property.
• Lead manager is Gregor Logan, New Star’s joint Chief Investment Officer. Between them the three Managers have more than 100 years fund management experience.
• Actively managed fund with the intention of maintaining a healthy and competitive income together with capital growth.
• Asset allocation and regular rebalance combined with active stock selection.
• A clear alternative to with profits funds as there continues to be market demand for cautious investments.

Who should invest?

• Cautious investors who could benefit from diversification across three asset classes.
• Investors unsure which asset class will perform well.
• Investors looking for an alternative to with profits.

For more information please visit the New Star UK website.

Past performance is not a guide to the future. The value of investments can fall as well as rise.

No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of this content. Standard Life accepts no responsibility for the information contained in the external websites referred to. These are provided for general information only.

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