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About the company
Temple Bar Investment Trust PLC is a United Kingdom-based investment company. The investment objective of the Company is to provide growth in income and capital to achieve a long-term total return greater than the benchmark FTSE All-Share Index, through investment primarily in UK-listed securities. The Company’s policy is to invest in a broad spread of securities with the majority of the portfolio typically selected from the constituents of the FTSE 350 Index. The purpose of the Company is to deliver long-term returns for shareholders from a diversified portfolio of investments. The Company invests in various sectors, including financials, energy, consumer discretionary, communications, materials, industrials, consumer staples, healthcare, utilities, information technology and cash and equivalents. The investment manager of the Company is RWC Asset Management LLP. Its alternative investment fund manager is Frostrow Capital LLP.
- Revenue in GBP (TTM)174.18m
- Net income in GBP164.02m
- Incorporated1926
- Employees0.00
- LocationTemple Bar Investment Trust Plc25 Southampton Buildings,LONDON WC2A 1ALUnited KingdomGBR
- Phone+44 20 7227 6000Fax+44 20 7227 6003
- Websitehttps://www.templebarinvestments.co.uk/
Profile
| Management group(s) | Redwheel Asset Management LLP |
|---|---|
| AIC sector | UK Equity Income |
| ISIN | GB00BMV92D64 |
| Launch date | 24 Jun 1926 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To provide growth in income and capital to achieve a long-term total return greater than the benchmark FTSE All-Share Index, through investment primarily in UK securities. The policy of the company is to invest in a broad spread of securities with typically most of the portfolio selected from the constituents of the FTSE 350 Index.
Managed by
| Nicholas Purves, Ian Lance |
|---|
Management & contract fees
Under the terms of the Portfolio Management Agreement RWC will be paid a management fee equal to 0.35% p.a. of the Trust’s total assets. No performance fee. RWC’s appointment is for an initial term of 18 months and may thereafter be terminated on six months’ notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| TwentyFour Income Fund Ltd | 103.85m | 94.43m |
| Merchants Trust plc | 44.60m | 34.09m |
| Jupiter Fund Management PLC | 380.90m | 58.50m |
| TR Property Investment Trust plc | -18.30m | -36.03m |
| AVI Global Trust PLC | 139.20m | 120.15m |
| Edinburgh Investment Trust PLC | 89.76m | 80.79m |
| Georgia Capital PLC | 431.46m | 430.27m |
| Vietnam Enterprise Investments Ltd | 84.78m | 56.95m |
| Temple Bar Investment Trust PLC | 174.18m | 164.02m |
| JPMorgan Japanese Investment Trust PLC | 249.86m | 241.40m |
| Herald Investment Trust plc | 46.46m | 31.67m |
| Sequoia Economic Infrastrctr Incm Fd Ltd | 97.77m | 79.56m |
| Bankers Investment Trust PLC | 230.72m | 216.69m |
| Schiehallion Fund Ltd | 250.71m | 241.08m |
| Aberforth Smaller Companies Trust plc | 114.11m | 96.24m |
| Rosebank Industries PLC | -100.00bn | -100.00bn |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| City of London Investment Management Co. Ltd.as of 31 Dec 2024 | 14.21m | 4.91% |
| Hargreaves Lansdown Fund Managers Ltd.as of 01 Dec 2025 | 13.04m | 4.50% |
| Rathbones Investment Management Ltd.as of 19 Jul 2024 | 12.22m | 4.22% |
| TrinityBridge Ltd.as of 01 Dec 2025 | 10.07m | 3.48% |
| J. M. Finn & Co. Ltd.as of 01 Dec 2025 | 3.88m | 1.34% |
| Vanguard Asset Management Ltd.as of 31 Dec 2025 | 3.68m | 1.27% |
| JPMorgan Asset Management (UK) Ltd.as of 01 Dec 2025 | 3.07m | 1.06% |
| Threadneedle Asset Management Ltd.as of 01 Dec 2025 | 3.04m | 1.05% |
| Momentum Global Investment Management Ltd.as of 31 Dec 2025 | 2.91m | 1.01% |
| Hawksmoor Investment Management Ltd.as of 30 Apr 2025 | 2.74m | 0.95% |
