Electro Optic Systems Holdings Limited (EOS)

Overview

New Star Investment Trust plc is a distinguished closed-ended balanced mutual fund of funds, expertly launched and managed by Brompton Asset Management LLP. Since its inception on April 5, 2000, and being domiciled in the United Kingdom, the fund has strategically positioned itself to invest globally across the public equity markets. Its investment approach encompasses a broad array of asset classes including equity, bond, commodity, real estate, and currency, among others. This approach not only provides a diversified investment portfolio but also aligns with its goal of achieving optimal returns by meticulously investing in stocks of companies spread across various sectors. The fund further solidifies its investment strategy by benchmarking its portfolio performance against the FTSE All-Share Total Return Index, ensuring its investments are well-aligned with market movements and potential growth opportunities.

Products and Services

New Star Investment Trust plc offers a wide range of investment solutions tailored to meet the diverse needs of its clients through strategic allocation across different asset classes:

• Equity Investments: The fund primarily focuses on investing in public equity markets globally. This allows investors to gain exposure to the growth potential of companies across varied sectors, contributing to the diversification and performance of the investment portfolio.
• Bond Investments: By including bonds in its portfolio, the fund provides investors with a source of regular income and potential risk mitigation against the volatility of equity markets. Bonds can offer a more stable return, which is appealing for risk-averse investors.
• Commodity Investments: The inclusion of commodities offers an additional layer of diversification, as their performance often diverges from that of traditional stocks and bonds. Investing in commodities can hedge against inflation and provide growth opportunities in different economic cycles.
• Real Estate Investments: Investing in real estate, either directly or through pooled investment vehicles, allows the fund to tap into the potential for capital appreciation and income generation from property markets. This asset class can offer unique benefits, including diversification and inflation protection.
• Currency Investments: Exposure to different currencies can offer speculative opportunities and hedge against currency risk. This is particularly beneficial for a globally diversified portfolio, as it can protect against the adverse effects of currency fluctuations on international investments.
• Pooled Investment Vehicles and Exchange Traded Funds (ETFs): By investing in pooled investment vehicles and ETFs, the fund can access a broad range of assets and markets efficiently. These vehicles offer diversification benefits and lower individual investment risk.
• Derivatives (Futures, Options): The use of futures and options allows the fund to manage risk, leverage positions, and speculate on future price movements in various markets. Derivatives can enhance portfolio returns while managing potential downside risks.
• Limited Partnerships: Investment in limited partnerships can provide access to private equity, real estate, and other asset classes that are not typically available through public markets. This can offer higher return potential in exchange for higher risk and longer investment horizons.