Blue Planet Investment Trust plc

Blue Planet Investment Trust plc operates as a closed-ended, balanced investment vehicle, managed by Blue Planet Investment Management Ltd. Established on December 23, 1998, and based in the United Kingdom (having previously operated as Blue Planet International Financials Investment Trust plc), its mandate is to allocate capital across public equity and fixed income markets worldwide. The trust constructs its portfolio by targeting companies in various economic sectors and across a broad range of market capitalizations. Its core investments include shares, exchange-traded funds (ETFs), other instruments linked to equity, and a variety of debt securities issued by corporate, governmental, and other bodies. Additionally, the fund strategically uses derivatives, such as futures, options, and various contracts. Its investment approach combines fundamental analysis with a top-down perspective to build its portfolio, and its financial performance is assessed against the FTSE 100 Index.