Detail akcie Liberty All-Star online

Business Summary: Liberty All-Star Equity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek total investment return, comprised of long-term capital appreciation and current income. The Fund seeks its investment objective through investment primarily in a diversified portfolio of equity securities. The Fund invests over 80% of its net assets (plus any borrowings for investment purposes) in equity securities, defined as common stocks and securities convertible into common stocks such as bonds and preferred stocks, and securities having common stock characteristics such as warrants and rights to purchase equity securities (although, as a non-fundamental policy, not more than 20% of the value of the Fund’s total assets may be invested in rights and warrants). The Fund may lend its portfolio securities, write covered call and put options and engage in options and futures strategies. The Fund's investment advisor is ALPS Advisors, Inc.
Financial Summary: BRIEF: For the fiscal year ended 31 December 2024, Liberty All-Star Equity Fund revenues increased 12% to $28.8M. Net income decreased 36% to $255.3M. Revenues reflect Securities lending income increase from $61K to $156K. Net income was offset by Net change in unrealized appreciation on decrease of 76% to $54.4M (income), Insurance expense increase of 56% to $84K (expense), Shareholder communication expenses increase of 11% to $93K (expense).