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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is New Star Investment Trust plc?
New Star Investment Trust plc is a closed ended balanced mutual fund of funds launched and managed by Brompton Asset Management LLP.
NSI · Verdict
Strong reward · low risk
NSI scores well on volatility and growth with no major weaknesses flagged in the model.
Based on 88% data coverage
NSI · Verdict
What’s working & what to watch
Strengths 5
- Volatility95/100
Top decile vs peers
- Growth91/100
Top decile vs peers
- Balance sheet83/100
Top decile vs peers
- Profitability69/100
25% net margin · 2% ROE
- Cash flow67/100
13% free-cash-flow margin
Model-based scoring. For information only — not financial advice.
What is New Star Investment Trust plc?
New Star Investment Trust plc is a closed ended balanced mutual fund of funds launched and managed by Brompton Asset Management LLP. The fund invests in funds which invest in the public equity markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 90.56M, and a P/E ratio of 12.6x.
Financial Highlights
Investment Breakdown
Analysis
Reward: High (71)The scoring profile indicates a strong reward potential, driven primarily by growth and profitability. Risk indicators are low, suggesting a relatively contained downside profile.
For informational purposes only. Not financial advice.