Athelney Trust’s investment objective is to provide shareholders with prospects of long-term capital growth with the risks inherent in small cap. investment minimized through a wide spread of holdings over various industries and sectors. The Fund Manager also considers that it is highly important to maintain a progressive dividend record.
Athelney Trust’s assets are allocated predominantly to companies with a market capitalisation of less than £100m 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 those companies whose shares are standing at a low level compared with the value of land, buildings or cash in the balance sheet.