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New Star High Yield Bond - downgrade

By ROBERT HARLEY 06/11/2008

New Star High Yield Bond - downgrade by robert harley
Similarly to other New Star fixed income funds, the New Star High Yield Bond Fund has seen a collapse in performance over 12 months relative to peer group funds. The fund had large positions in high yield bonds and subordinated bank debt going into the financial crisis, both of which had a marked negative impact on total returns. Clearly this performance is a disappointment. At this stage, arguably, a lot of the bad news is already in the price, but the fund structure remains a higher risk option. We have reduced our rating to 3 stars to reflect our lower conviction.
 
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