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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 shareholders with prospects of long-term capital growth with the risks inherent in small cap investment minimized through a spread of holdings over 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 Aquis Stock Exchange (AQSE). The Company's portfolio includes investments in various sectors, such as chemicals, food and beverages, general financial, leisure goods, media, mobile communications, multiutilities, property, commercial and residential, support services, technology and travel and leisure. The Company's portfolio includes listings, such as small caps, cash, AIM and others.
- Revenue in GBP (TTM)87.50k
- Net income in GBP-67.06k
- 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
| Jason Pohl, Richard Obree, 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) |
|---|---|---|
| Asia Wealth Group Holdings Ltd | 627.30k | -2.20k |
| Electric Guitar PLC | 0.00 | 3.28m |
| Pineapple Power Corporation PLC | 0.00 | -242.91k |
| Gunsynd PLC | 298.00k | -391.00k |
| Adalan Ventures PLC | 0.00 | -316.16k |
| Oscillate PLC | 0.00 | -3.87m |
| BWA Group plc | 0.00 | -6.09k |
| Beacon Rise Holdings PLC | 0.00 | -262.35k |
| Jade Road Investments Ltd | 5.88k | -937.30k |
| Marechale Capital Plc | 372.84k | -335.58k |
| Athelney Trust PLC | 87.50k | -67.06k |
| Mindflair PLC | 4.00k | 1.15m |
| Adsure Services PLC | 9.85m | 598.52k |
| Tern PLC | -876.58k | -2.07m |
| Macau Property Opportunities Fund Ltd | 3.24m | -10.74m |
| Jarvis Securities Plc | 11.40m | 149.39k |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Independent Securities (Pty) Ltd.as of 30 Sep 2025 | 339.05k | 15.71% |
| Flagship Asset Management (Pty) Ltd.as of 31 Dec 2024 | 339.05k | 15.71% |
| EC Pohl & Co. Pty Ltd.as of 31 Dec 2024 | 86.00k | 3.99% |
