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Athelney Trust Plc

LSE • Financial Services • Asset Management • Quote as of 09/17/2026 08:09
Athelney Trust Plc stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeLSE
Market Capitalization3.56 mln
Earnings Date02/24/2027

Piotroski F-Score

7 / 9
Strong

Relative Strength

89 / 100
Strongly outperforming

Pre-Tax Margin

124%
Exceptional margin

ROE

-11.05
Negative

Dividend Yield

6.06%
Very high

DPS

10.00
Very high

Business Description

Athelney Trust plc is a UK-based investment fund founded in August 1994 and managed by Chelverton Asset Management Limited. The fund focuses on small UK companies valued at under £300 million, listed on the London Stock Exchange, AIM, or ISDX, spreading its investments across a range of industries. It targets two types of opportunity: companies that have shown steady growth in profits and dividends yet remain undervalued by the market, and companies whose share prices are low relative to the tangible assets on their books. The fund measures its results against the FTSE Small Cap Index.

Key Fundamentals

EPS-19.00
ROE-11.05
ROA-10.95
EBITDA, mln-0.41

Financial Strength

Piotroski F-Score 7 / 9
Price to Intrinsic Value0.99
Shiller PE Ratio37.40

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 9.09% 97 / 100   
1 Month 22.57% 98 / 100   
2 Months 10.68% 84 / 100   
6 Months 32.65% 92 / 100   



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