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New Star Investment TrustLSE:NSI -0.35%42 5-Year Yield-on-Cost % is 7.39 as of Aug. 22, 2026, which is 130% above its 10-year median of 3.22. GuruFocus rates LSE:NSI with a GF Score™ of 42/100. The stock has 6 warning signs investors should review. Among 1,110 Asset Management companies, New Star Investment Trust ranks better than 55.86% on this metric.
The historical rank and industry rank for New Star Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:NSI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.77 Med: 3.22 Max: 9.87
Current: 7.39
During the past 13 years, New Star Investment Trust's highest Yield on Cost was 9.87. The lowest was 0.77. And the median was 3.22.
LSE:NSI's 5-Year Yield-on-Cost % is ranked better than 55.86% of 1110
companies
in the Asset Management industry
Industry Median: 6.36
vs LSE:NSI: 7.39
New Star Investment Trust (LSE:NSI) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
New Star Investment Trust 5-Year Yield-on-Cost % Related Terms
LSE:NSI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, New Star Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
New Star Investment Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, New Star Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where New Star Investment Trust's 5-Year Yield-on-Cost % falls into.
New Star Investment Trust 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
New Star Investment Trust (LSE:NSI) has a 5-Year Yield-on-Cost % of 7.39 as of Aug. 22, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on New Star Investment Trust and its competitors. This is 130% above median its historical median of 3.22. Over the past decade, New Star Investment Trust's 5-Year Yield-on-Cost % has ranged from 0.77 to 9.87. According to the industry distribution chart, New Star Investment Trust ranks #490 out of 1110 companies in the Asset Management industry, placing it in the top 44.1%.
Is New Star Investment Trust's 5-Year Yield-on-Cost % too high?
New Star Investment Trust's current 5-Year Yield-on-Cost % of 7.39 is 130% above median its 10-year median of 3.22. Over the past 10 years, this metric has ranged from a low of 0.77 to a high of 9.87. The Asset Management industry median 5-Year Yield-on-Cost % is 6.36. New Star Investment Trust's value of 7.39 is 16.2% above this industry median. Based on the distribution chart, New Star Investment Trust ranks #490 out of 1110 companies in the Asset Management industry, which is above the industry midpoint. Overall, New Star Investment Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does New Star Investment Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, New Star Investment Trust ranks #490 out of 1110 companies for 5-Year Yield-on-Cost %. This puts New Star Investment Trust in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.36. New Star Investment Trust's value of 7.39 is 16.2% above this benchmark. Historically, New Star Investment Trust's own 5-Year Yield-on-Cost % has ranged from 0.77 to 9.87 over the past decade. While the company's 10-year median is 3.22 vs. the industry median of 6.36, New Star Investment Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.36, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. New Star Investment Trust's current 5-Year Yield-on-Cost % of 7.39 is 16.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on New Star Investment Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. New Star Investment Trust's current 5-Year Yield-on-Cost % is 7.39, which is 130% above median its own 10-year median of 3.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is New Star Investment Trust stock overvalued right now?
New Star Investment Trust (LSE:NSI) has a current 5-Year Yield-on-Cost % of 7.39. The current 5-Year Yield-on-Cost % is 7.39, which is 130% above median its 10-year median of 3.22 and 16.2% above the Asset Management industry median of 6.36. New Star Investment Trust's overall GF Score™ is 42/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For New Star Investment Trust (LSE:NSI), the current 5-Year Yield-on-Cost % is 7.39 as of Aug. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
New Star Investment Trust PLC is an investment company which is managed by Brompton Asset Management LLP. The company's investment objective is to achieve long-term capital growth. Its policy is to allocate assets to world-wide investment opportunities through investment in equity, bond, commodity, real estate, currency and other markets. It invests in pooled investment vehicles, exchange-traded funds, futures, options and limited partnerships.
42GF Score
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