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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)161.64k
- Net income in GBP-13.28k
- 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) |
|---|---|---|
| Red Capital PLC | 0.00 | -215.03k |
| ACP Energy PLC | -100.00bn | -100.00bn |
| Tertre Rouge Assets PLC | 0.00 | -915.16k |
| Sivota PLC | 4.43m | -6.56m |
| Athelney Trust PLC | 161.64k | -13.28k |
| GS Chain PLC | 0.00 | -232.98k |
| SVM UK Emerging Fund Plc | 646.00k | 432.00k |
| CEPS plc | 29.68m | 556.00k |
| Seed Innovations Ltd | -1.28m | -2.09m |
| Mineral & Financial Investments Ltd | 2.28m | 1.44m |
| Wildcat Petroleum PLC | 0.00 | 15.00k |
| Oneiro Energy PLC | 13.28k | -390.18k |
| British & American Investment Trust Plc | -1.19m | -2.32m |
| Vox Valor Capital Ltd | 4.39m | -147.78k |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| EC Pohl & Co. Pty Ltd.as of 31 Dec 2022 | 86.00k | 3.99% |
| Independent Securities (Pty) Ltd.as of 31 Dec 2022 | 0.00 | 0.00% |
