Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free NSI Stock Alerts

New Star Investment Trust (NSI) Competitors

New Star Investment Trust logo
GBX 139.31 -1.69 (-1.20%)
As of 08/21/2026 12:13 PM Eastern
Compare

NSI vs. HEFT, BHIU, SEIT, PCFT, and FAS

Should you buy New Star Investment Trust stock or one of its competitors? New Star Investment Trust's main competitors and comparable companies include Henderson European Focus Trust (HEFT), BMO UK High Income Trust (BHIU), SDCL Energy Efficiency Income Trust (SEIT), Polar Capital Global Financials (PCFT), and Fidelity Asian Values (FAS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does New Star Investment Trust compare to Henderson European Focus Trust?

New Star Investment Trust (LON:NSI) and Henderson European Focus Trust (LON:HEFT) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, risk, media sentiment, institutional ownership, earnings, valuation and profitability.

Henderson European Focus Trust has higher revenue and earnings than New Star Investment Trust. Henderson European Focus Trust is trading at a lower price-to-earnings ratio than New Star Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£13.67M7.24£15.76M£18.647.47
Henderson European Focus Trust£79.72M0.00£75.29M£0.35N/A

In the previous week, New Star Investment Trust's average media sentiment score of 0.00 equaled Henderson European Focus Trust'saverage media sentiment score.

Company Overall Sentiment
New Star Investment Trust Neutral
Henderson European Focus Trust Neutral

New Star Investment Trust has a net margin of 1,605.21% compared to Henderson European Focus Trust's net margin of 94.44%. Henderson European Focus Trust's return on equity of 21.72% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
Henderson European Focus Trust 94.44%21.72%12.61%

0.1% of New Star Investment Trust shares are owned by institutional investors. Comparatively, 44.2% of Henderson European Focus Trust shares are owned by institutional investors. 63.1% of New Star Investment Trust shares are owned by insiders. Comparatively, 8.7% of Henderson European Focus Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.5%. Henderson European Focus Trust pays an annual dividend of GBX 4 per share. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. Henderson European Focus Trust pays out 1,142.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Star Investment Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Star Investment Trust has a beta of 0.12306629, meaning that its stock price is 88% less volatile than the broader market. Comparatively, Henderson European Focus Trust has a beta of 0.87, meaning that its stock price is 13% less volatile than the broader market.

Summary

Henderson European Focus Trust beats New Star Investment Trust on 7 of the 12 factors compared between the two stocks.

How does New Star Investment Trust compare to BMO UK High Income Trust?

New Star Investment Trust (LON:NSI) and BMO UK High Income Trust (LON:BHIU) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, media sentiment, profitability, risk, earnings, analyst recommendations, dividends and valuation.

0.1% of New Star Investment Trust shares are owned by institutional investors. 63.1% of New Star Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, New Star Investment Trust's average media sentiment score of 0.00 equaled BMO UK High Income Trust'saverage media sentiment score.

Company Overall Sentiment
New Star Investment Trust Neutral
BMO UK High Income Trust Neutral

New Star Investment Trust has a net margin of 1,605.21% compared to BMO UK High Income Trust's net margin of 0.00%. New Star Investment Trust's return on equity of 10.51% beat BMO UK High Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
BMO UK High Income Trust N/A N/A N/A

New Star Investment Trust has higher revenue and earnings than BMO UK High Income Trust. BMO UK High Income Trust is trading at a lower price-to-earnings ratio than New Star Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£13.67M7.24£15.76M£18.647.47
BMO UK High Income Trust£3.93M0.00N/A£0.02N/A

Summary

New Star Investment Trust beats BMO UK High Income Trust on 7 of the 8 factors compared between the two stocks.

How does New Star Investment Trust compare to SDCL Energy Efficiency Income Trust?

SDCL Energy Efficiency Income Trust (LON:SEIT) and New Star Investment Trust (LON:NSI) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, media sentiment, dividends, institutional ownership, analyst recommendations, valuation, earnings and risk.

New Star Investment Trust has higher revenue and earnings than SDCL Energy Efficiency Income Trust. SDCL Energy Efficiency Income Trust is trading at a lower price-to-earnings ratio than New Star Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SDCL Energy Efficiency Income Trust-£84.10M-4.65-£56.77M-£8.10N/A
New Star Investment Trust£13.67M7.24£15.76M£18.647.47

In the previous week, SDCL Energy Efficiency Income Trust's average media sentiment score of 0.00 equaled New Star Investment Trust'saverage media sentiment score.

Company Overall Sentiment
SDCL Energy Efficiency Income Trust Neutral
New Star Investment Trust Neutral

SDCL Energy Efficiency Income Trust has a beta of 0.861, meaning that its stock price is 14% less volatile than the broader market. Comparatively, New Star Investment Trust has a beta of 0.12306629, meaning that its stock price is 88% less volatile than the broader market.

New Star Investment Trust has a net margin of 1,605.21% compared to SDCL Energy Efficiency Income Trust's net margin of 192.94%. New Star Investment Trust's return on equity of 10.51% beat SDCL Energy Efficiency Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
SDCL Energy Efficiency Income Trust192.94% -9.74% -6.21%
New Star Investment Trust 1,605.21%10.51%1.81%

SDCL Energy Efficiency Income Trust pays an annual dividend of GBX 6.35 per share and has a dividend yield of 17.6%. New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.5%. SDCL Energy Efficiency Income Trust pays out -78.4% of its earnings in the form of a dividend. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. SDCL Energy Efficiency Income Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

26.7% of SDCL Energy Efficiency Income Trust shares are owned by institutional investors. Comparatively, 0.1% of New Star Investment Trust shares are owned by institutional investors. 0.0% of SDCL Energy Efficiency Income Trust shares are owned by company insiders. Comparatively, 63.1% of New Star Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

New Star Investment Trust beats SDCL Energy Efficiency Income Trust on 9 of the 13 factors compared between the two stocks.

How does New Star Investment Trust compare to Polar Capital Global Financials?

New Star Investment Trust (LON:NSI) and Polar Capital Global Financials (LON:PCFT) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, risk, profitability, dividends, earnings, valuation, institutional ownership and media sentiment.

Polar Capital Global Financials has higher revenue and earnings than New Star Investment Trust. New Star Investment Trust is trading at a lower price-to-earnings ratio than Polar Capital Global Financials, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£13.67M7.24£15.76M£18.647.47
Polar Capital Global Financials£50.22M7.75£115.21M£25.269.82

In the previous week, Polar Capital Global Financials had 1 more articles in the media than New Star Investment Trust. MarketBeat recorded 1 mentions for Polar Capital Global Financials and 0 mentions for New Star Investment Trust. New Star Investment Trust's average media sentiment score of 0.00 equaled Polar Capital Global Financials'average media sentiment score.

Company Overall Sentiment
New Star Investment Trust Neutral
Polar Capital Global Financials Neutral

New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.5%. Polar Capital Global Financials pays an annual dividend of GBX 7.49 per share and has a dividend yield of 3.0%. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. Polar Capital Global Financials pays out 29.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

New Star Investment Trust has a beta of 0.12306629, suggesting that its stock price is 88% less volatile than the broader market. Comparatively, Polar Capital Global Financials has a beta of 1.049, suggesting that its stock price is 5% more volatile than the broader market.

0.1% of New Star Investment Trust shares are held by institutional investors. Comparatively, 5.8% of Polar Capital Global Financials shares are held by institutional investors. 63.1% of New Star Investment Trust shares are held by insiders. Comparatively, 0.2% of Polar Capital Global Financials shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

New Star Investment Trust has a net margin of 1,605.21% compared to Polar Capital Global Financials' net margin of 611.08%. Polar Capital Global Financials' return on equity of 12.90% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
Polar Capital Global Financials 611.08%12.90%12.59%

Summary

Polar Capital Global Financials beats New Star Investment Trust on 11 of the 14 factors compared between the two stocks.

How does New Star Investment Trust compare to Fidelity Asian Values?

New Star Investment Trust (LON:NSI) and Fidelity Asian Values (LON:FAS) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk.

In the previous week, Fidelity Asian Values had 1 more articles in the media than New Star Investment Trust. MarketBeat recorded 1 mentions for Fidelity Asian Values and 0 mentions for New Star Investment Trust. Fidelity Asian Values' average media sentiment score of 0.87 beat New Star Investment Trust's score of 0.00 indicating that Fidelity Asian Values is being referred to more favorably in the news media.

Company Overall Sentiment
New Star Investment Trust Neutral
Fidelity Asian Values Positive

New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.5%. Fidelity Asian Values pays an annual dividend of GBX 20.50 per share and has a dividend yield of 3.3%. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. Fidelity Asian Values pays out 18.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Fidelity Asian Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

0.1% of New Star Investment Trust shares are owned by institutional investors. Comparatively, 8.4% of Fidelity Asian Values shares are owned by institutional investors. 63.1% of New Star Investment Trust shares are owned by insiders. Comparatively, 0.2% of Fidelity Asian Values shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

New Star Investment Trust has a beta of 0.12306629, indicating that its share price is 88% less volatile than the broader market. Comparatively, Fidelity Asian Values has a beta of 0.632, indicating that its share price is 37% less volatile than the broader market.

New Star Investment Trust has higher earnings, but lower revenue than Fidelity Asian Values. Fidelity Asian Values is trading at a lower price-to-earnings ratio than New Star Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£13.67M7.24£15.76M£18.647.47
Fidelity Asian Values£76.78M5.11£11.42M£110.005.67

New Star Investment Trust has a net margin of 1,605.21% compared to Fidelity Asian Values' net margin of 87.46%. Fidelity Asian Values' return on equity of 17.85% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
Fidelity Asian Values 87.46%17.85%0.25%

Summary

Fidelity Asian Values beats New Star Investment Trust on 9 of the 15 factors compared between the two stocks.

Get New Star Investment Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for NSI and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

NSI vs. The Competition

Export
MetricNew Star Investment TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£100.14M£5.66B£13.63B£2.54B
Dividend Yield2.52%7.38%5.89%6.17%
P/E Ratio7.4739.0929.61367.57
Price / Sales7.241,262.20520.7583,481.74
Price / Cash3.5448.3130.7127.89
Price / Book0.723.752.847.19
Net Income£15.76M£417.46M£1.31B£5.89B
7 Day Performance-1.39%-0.25%-0.30%0.30%
1 Month Performance-1.09%2.06%2.37%3.31%
1 Year Performance26.65%5.71%9.68%22.13%

New Star Investment Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSI
New Star Investment Trust
N/AGBX 139.31
-1.2%		N/A+26.6%£100.14M£13.67M7.47N/A
HEFT
Henderson European Focus Trust
N/AN/AN/AN/A£400.01M£79.72M537.14N/A
BHIU
BMO UK High Income Trust
N/AN/AN/AN/A£391.68M£3.93M16,900.00N/A
SEIT
SDCL Energy Efficiency Income Trust
N/AGBX 36
-1.6%		N/A-38.7%£390.75M-£84.10MN/AN/A
PCFT
Polar Capital Global Financials
N/AGBX 248
-0.8%		N/A+16.4%£389.39M£50.22M9.82N/A

Related Companies and Tools

Related Companies
Top 10 Stock Comparisons

This page (LON:NSI) was last updated on 8/23/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel