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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Chelverton UK Dividend Trust PLC?
Chelverton Small Companies Dividend Trust plc is an open-ended equity mutual fund launched and managed by Chelverton Asset Management Limited.
SDV · Verdict
Moderate reward · low risk
SDV stands out on balance sheet and cash flow, but watch the profitability signal.
Based on 88% data coverage
SDV · Verdict
What’s working & what to watch
Strengths 3
- Balance sheet100/100
Current ratio 5.12
- Cash flow95/100
Top decile vs peers
- Volatility80/100
Top decile vs peers
Watchouts 1
- Profitability40/100
0% return on equity
Model-based scoring. For information only — not financial advice.
What is Chelverton UK Dividend Trust PLC?
Chelverton Small Companies Dividend Trust plc is an open-ended equity mutual fund launched and managed by Chelverton Asset Management Limited. The fund primarily invests in the public equity markets of the United Kingdom. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 30.87M, and a P/E ratio of 12.0x.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (52)The scoring profile indicates limited reward potential at this time, with valuation and growth offering the most support. Risk indicators are low, suggesting a relatively contained downside profile.
For informational purposes only. Not financial advice.