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Equity
Athelney Trust plc(ATY)
GBX --+0.00%
Reward51Moderate
Risk31Moderate
📊75%Data
6.1% dividend yield · Revenue down 67% YoY
ATY
+0.0 · +0.00%
GBX · LSE
Athelney Trust plc | Financial Services
Dividend King
Market Cap:3.56M
ℹ️
Reward Rating
51
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
31
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on ATY to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Athelney Trust plc?

Athelney Trust plc is a close ended equity mutual fund launched and managed by Chelverton Asset Management Limited.

ATY · Verdict

Moderate reward · moderate risk

ATY stands out on balance sheet and volatility, but watch the cash flow signal.

Based on 88% data coverage

ATY · Verdict

What’s working & what to watch

Strengths 2

  • Balance sheet100/100

    Current ratio 178.31

  • Volatility75/100

    Above average

Watchouts 1

  • Cash flow45/100

    51% free-cash-flow margin

Model-based scoring. For information only — not financial advice.

What is Athelney Trust plc?

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 company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 3.56M.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Profitability metrics are mixed — margins may be under pressure.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (51)

The scoring profile indicates limited reward potential at this time, with valuation and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap3.56M
P/E RatioN/A
Dividend Yield6.06%
52 Week High206.2489
52 Week Low110.5991
Last AnnualDecember
IPO DateN/A
IncorporatedUK
Shares Outstanding2M
No. of Employees1
IndustryAsset Management
ExchangeLSE
Beta-0.101
CurrencyGBX · Reports in GBP
Websitewww.athelneytrust.co.uk
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