Athelney Trust plc

Athelney Trust plcverified

ATY.L

Athelney Trust plc is a close ended equity mutual fund launched and managed by Chelverton Asset Management Limited. It invests in the public equity markets of United Kingdom. The fund seeks to invest in companies across diversified sectors. It invests in the stocks of the small-cap companies with a market capitalization of less than £300m with either a full listing on the London Stock Exchange or a trading facility on AIM or ISDX. The assets of the Trust have been allocated in two main ways: first, to the shares of those companies which have grown steadily over the years in terms of profits and dividends but, despite this progress, the market rating has remained low or very low; second, to t...[Read more]

Industry

Asset Management

IPO Date

1995-06-19

Stock Exchange

LSE

Ticker

ATY.L

The Enterprise Value as of December 2025 (TTM) for Athelney Trust plc (ATY.L) is 3.54M

According to Athelney Trust plc’s latest financial reports and current stock price. The company's current Enterprise Value is 3.54M. This represents a change of -6.83% compared to the average of 3.80M of the last 4 quarters.

Athelney Trust plc (ATY.L) Historical Enterprise Value (quarterly & annually)

How has ATY.L Enterprise Value performed in the past?

The mean historical Enterprise Value of Athelney Trust plc over the last ten years is 4.75M. The current 3.54M Enterprise Value has changed 7.36% with respect to the historical average. Over the past ten years (40 quarters), ATY.L's Enterprise Value was at its highest in in the December 2017 quarter at 5.83M. The Enterprise Value was at its lowest in in the June 2009 quarter at 1.71M.

Quarterly (TTM)
Annual

Average

4.75M

Median

4.77M

Minimum

3.73M

Maximum

5.83M

Athelney Trust plc (ATY.L) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Athelney Trust plc Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 22.63%

Maximum Annual Enterprise Value = 5.83M

Minimum Annual Increase = -12.26%

Minimum Annual Enterprise Value = 3.73M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20243.73M-5.55%
20233.95M-12.26%
20224.50M-6.64%
20214.82M5.64%
20204.57M-8.30%
20194.98M-5.16%
20185.25M-10.00%
20175.83M14.22%
20165.11M8.23%
20154.72M22.63%

Athelney Trust plc (ATY.L) Average Enterprise Value

How has ATY.L Enterprise Value performed in the past?

The current Enterprise Value of Athelney Trust plc (ATY.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.06M

5-year avg

4.32M

10-year avg

4.75M

Athelney Trust plc (ATY.L) Enterprise Value vs. Peers

How is ATY.L’s Enterprise Value compared to its peers?

Athelney Trust plc’s Enterprise Value is greater than Vanguard Target Retirement 2050 Fund Accumulation Shares (0), less than British & American Investment Trust PLC (3.73M), greater than Vanguard Target Retirement 2045 Fund Accumulation Shares (0), greater than Vanguard Target Retirement 2025 Fund Accumulation Shares (0), greater than Vanguard Target Retirement 2040 Fund Accumulation Shares (0), greater than Vanguard Target Retirement 2055 Fund Accumulation Shares (0), less than Vanguard Global Emerging Markets Fund A GBP Acc (0), greater than Vanguard Global Emerging Markets Fund A GBP Inc (0), greater than Oberon AIM VCT Ord (1.79M), less than Seneca Growth Capital VCT plc (9.45M),

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