NEW STAR INVESTMENT TRUST PLC
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-06-30
Confirmation statement due
2027-04-19 (in 11mo)
Last made up 2026-04-05
Watchouts
None on the register
Cash
£11M
+11.4% vs 2024
Net assets
£121M
-12.1% vs 2024
Employees
—
Average over period
Profit before tax
£3M
+4.9% vs 2024
Name history
Renamed 1 time since incorporation
- NEW STAR INVESTMENT TRUST PLC 2001-01-25 → present
- JUPITER INVESTMENT TRUST PLC 2000-04-05 → 2001-01-25
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2025-06-30
| Metric | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Turnover | £2,193,000 | £2,298,000 | |
| Operating profit | — | — | |
| Profit before tax | £2,881,000 | £3,021,000 | |
| Net profit | £2,881,000 | £3,021,000 | |
| Cash | £10,236,000 | £11,405,000 | |
| Total assets less current liabilities | £137,861,000 | £121,140,000 | |
| Net assets | £137,861,000 | £121,140,000 | |
| Equity | £137,861,000 | £121,140,000 | |
| Average employees | — | — | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Net margin | 131.4% | 131.5% | |
| Gearing (liabilities / total assets) | 0.2% | 0.3% | |
| Current ratio | 48.07x | 56.69x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- Forvis Mazars LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors confirm that they have carried out a robust assessment of the risks and emerging risks facing the Company... Accordingly, the Company is of the opinion that it has adequate financial resources to continue in operational existence for the long term which is considered to be in excess of five years.”
Group structure
- NEW STAR INVESTMENT TRUST PLC · parent
- JIT Securities Limited
Significant events
- “Following an extraordinary general meeting in July 2024, £17 million was returned to shareholders in August by way of a "B" share issue and a subsequent redemption of the shares at a price of 24p per B share.”
- “At the annual meeting on 5th December, shareholders approved the proposal by your Board to change the investment objective from long-term capital growth to long-term total return through capital growth and income.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 11 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| APEX FUND ADMINISTRATION SERVICES (UK) LIMITED | Corporate Secretary | 2010-01-01 | — | — |
| DUFFIELD, John Lincoln | Director | 2000-04-05 | Jun 1939 | British |
| GAMBLE, David John | Director | 2017-11-16 | Feb 1944 | British |
| HOWARD-SPINK, Geoffrey | Director | 2000-04-13 | Jul 1944 | British |
| MCQUAKER, William | Director | 2023-06-19 | Apr 1963 | British |
Show 11 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CAPITA SINCLAIR HENDERSON LIMITED | Corporate Secretary | 2001-02-06 | 2005-06-30 |
| JUPITER ASSET MANAGEMENT LIMITED | Corporate Secretary | 2000-04-05 | 2001-01-31 |
| NEW STAR ASSET MANAGEMENT LIMITED | Corporate Secretary | 2005-07-01 | 2010-01-01 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 2000-04-05 | 2000-04-05 |
| BAKER, Simon John Donne | Director | 2000-11-22 | 2001-07-17 |
| BOASE, Martin | Director | 2000-04-13 | 2006-11-16 |
| BUTT, Philip Alan | Director | 2000-04-05 | 2000-04-13 |
| CRAIG, John Egwin | Director | 2001-05-03 | 2005-08-31 |
| GREGSON, Marcus John | Director | 2006-12-01 | 2017-09-15 |
| ROE, James Kenneth | Director | 2005-08-31 | 2009-10-29 |
| STEVENSON, John Christopher | Director | 2000-11-22 | 2001-07-17 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 161 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-12-12 RESOLUTIONS Resolution
- 2024-12-19 RESOLUTIONS Resolution
- 2024-10-05 RESOLUTIONS Resolution
- 2024-08-09 MA Memorandum articles
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-20 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-12-12 | RESOLUTIONS | resolution | Resolution | |
| 2025-12-11 | AA | accounts | Accounts with accounts type full | |
| 2025-05-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-12-27 | AA | accounts | Accounts with accounts type group | |
| 2024-12-19 | RESOLUTIONS | resolution | Resolution | |
| 2024-10-05 | RESOLUTIONS | resolution | Resolution | |
| 2024-08-13 | SH01 | capital | Capital allotment shares | |
| 2024-08-13 | SH02 | capital | Capital alter shares redemption statement of capital | |
| 2024-08-09 | MA | incorporation | Memorandum articles | |
| 2024-05-15 | AA | accounts | Accounts with accounts type interim | |
| 2024-04-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-01-03 | AUD | auditors | Auditors resignation company | |
| 2023-12-30 | AA | accounts | Accounts with accounts type full | |
| 2023-07-19 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-06-27 | AP01 | officers | Appoint person director company with name date | |
| 2023-04-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-01-07 | AA | accounts | Accounts with accounts type group | |
| 2022-11-30 | AD02 | address | Change sail address company with new address | |
| 2022-04-19 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 2
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
+4.8%
£2,193,000 £2,298,000
-
Cash
+11.4%
£10,236,000 £11,405,000
-
Net assets
-12.1%
£137,861,000 £121,140,000
-
Employees
—
Not reported
-
Profit before tax
+4.9%
£2,881,000 £3,021,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers