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About the company
Athelney Trust plc is a United Kingdom-based investment company. The investment objective of the Company is to provide long-term growth in dividends and capital, with the risks inherent in small cap investment minimized through a spread of holdings in quality small cap companies that operate in various industries and sectors. The assets of the Company are allocated predominantly to companies with either a full listing on the London Stock Exchange or a trading facility on the Alternative Investment Market (AIM) or the Aquis Stock Exchange (AQSE). The Company's portfolio includes investments in various sectors, such as chemicals; construction and materials; electronic and electrical equipment; food and beverages; general financial; industrial engineering; leisure goods; media; mobile communications; multiutilities; property, commercial and residential, and others. The Company's portfolio includes listings, such as small caps, fledgling and cash.
- Revenue in GBP (TTM)9.02k
- Net income in GBP-188.68k
- Incorporated1994
- Employees4.00
- LocationAthelney TrustWaterside Court, Falmouth RoadPENRYN TR10 8AWUnited KingdomGBR
- Phone+44 13 2637 8288
- Websitehttps://www.athelneytrust.co.uk/
Profile
| Management group(s) | Athelney Trust PLC |
|---|---|
| AIC sector | UK Smaller Companies |
| ISIN | GB0000609296 |
| Launch date | 23 May 1994 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To provide shareholders with prospects of long-term capital growth with the risks inherent in small cap investment minimised through a spread of holdings in quality small cap companies that operate in various industries and sectors. The Fund Manager also considers that it is important to maintain a progressive dividend record. The assets of the Trust are allocated predominantly to companies with either a full listing on the London Stock Exchange or a trading facility on AIM or ISDX.
Managed by
| Manny Pohl |
|---|
Management & contract fees
10% of the salaries of Directors have been charged to revenue and the other 90% to capital. All other investment management expenses have been charged to capital.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Mindflair PLC | 4.00k | -509.00k |
| Seed Innovations Ltd | -1.11m | -2.12m |
| ACP Energy PLC | 0.00 | -493.19k |
| Bay Capital PLC | 0.00 | -1.42m |
| Downing Strtgc Mcro-Cap Invstmt Trst PLC | -4.56m | -6.13m |
| GS Chain PLC | 0.00 | -232.98k |
| Athelney Trust PLC | 9.02k | -188.68k |
| SVM UK Emerging Fund Plc | 412.00k | 222.00k |
| Mineral & Financial Investments Ltd | 2.28m | 1.44m |
| APQ Global Ltd | 9.84m | 12.55m |
| Alternative Liquidity Fund Ltd | 690.06k | 165.07k |
| Oneiro Energy PLC | 0.00 | -186.59k |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Independent Securities (Pty) Ltd.as of 30 Jun 2024 | 339.05k | 15.71% |
| EC Pohl & Co. Pty Ltd.as of 31 Dec 2022 | 86.00k | 3.99% |
