JPMORGAN CLAVERHOUSE INVESTMENT TRUST PLC
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Cash
£12M
+35.6% vs 2024
Net assets
£488M
+19.2% vs 2024
Employees
0
Average over period
Profit before tax
£19M
+8.4% vs 2024
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|
| Turnover | £19,376,000 | £20,447,000 | +5.5% | |
| Operating profit | £17,932,000 | £19,188,000 | +7% | |
| Profit before tax | £17,215,000 | £18,668,000 | +8.4% | |
| Net profit | £17,208,000 | £18,599,000 | +8.1% | |
| Cash | £8,506,000 | £11,536,000 | +35.6% | |
| Total assets less current liabilities | £429,133,000 | £517,967,000 | +20.7% | |
| Net assets | £409,695,000 | £488,431,000 | +19.2% | |
| Equity | £409,695,000 | £488,431,000 | +19.2% | |
| Average employees | 0 | 0 | — | |
| Wages | — | — | — | |
| Directors' remuneration | £176,500 | £191,162 | +8.3% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Operating margin | 92.5% | 93.8% | |
| Net margin | 88.8% | 91.0% | |
| Return on capital employed | 4.2% | 3.7% | |
| Gearing (liabilities / total assets) | 6.8% | 5.8% | |
| Current ratio | 0.90x | 28.28x | |
| Interest cover | 25.01x | 36.90x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 3 times since incorporation
- JPMORGAN CLAVERHOUSE INVESTMENT TRUST PLC 2007-04-20 → present
- JPMORGAN FLEMING CLAVERHOUSE INVESTMENT TRUST PLC 2003-04-28 → 2007-04-20
- FLEMING CLAVERHOUSE INVESTMENT TRUST PUBLIC LIMITEDCOMPANY(THE) 1983-05-05 → 2003-04-28
- CLAVERHOUSE INVESTMENT TRUST PUBLIC LIMITED COMPANY 1963-03-22 → 1983-05-05
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have concluded that the Company’s going concern is appropriate on liquidity and risk, and the Company will continue in operational existence for a period of at least 12 months.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| FINTZEN, Joanne Violet Monique Pereira | Director | 2022-10-03 | Dec 1969 | British |
| MAY, Jill Miranda | Director | 2017-02-01 | Jun 1961 | British |
| MELHUISH, Nicholas James Anthony | Director | 2020-02-01 | Mar 1969 | British |
| SMETHERS, Thomas Michael | Director | 2025-02-03 | Oct 1973 | British |
| STEWART, Victoria Katerine | Director | 2020-02-01 | May 1971 | British |
Show 17 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FLEMING INVESTMENT TRUST MANAGEMENT LIMITED | Corporate Secretary | — | 2000-06-01 |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | Corporate Secretary | 2000-06-01 | 2014-07-01 |
| BUNBURY, Michael William, Sir | Director | 1996-12-01 | 2015-04-15 |
| DAWSON, Sandra June Noble, Prof | Director | 1996-07-02 | 2003-04-30 |
| FITZALAN HOWARD, Mark, Lord | Director | — | 1998-04-23 |
| FLETCHER, David Faviell | Director | 2015-02-01 | 2025-05-01 |
| HOLMES, Virginia Anne | Director | 2004-03-12 | 2014-04-09 |
| LILLEY, Peter Bruce, Lord | Director | 1997-11-17 | 2008-04-10 |
| MCMEEHAN, Anne | Director | 2006-01-01 | 2013-04-25 |
| RAISON, Timothy Hugh Francis, The Rt Hon Sir | Director | — | 1997-04-17 |
| REDWOOD, John Ernest | Director | — | 2004-04-29 |
| SCOTT, John Philip Henry Schomberg | Director | 2004-10-01 | 2017-04-21 |
| STOUT, George Alexander, Professor | Director | — | 1993-03-25 |
| SUTCH, Andrew Lang | Director | 2013-04-01 | 2022-04-29 |
| TUFNELL, Rosina Jane | Director | 2013-10-01 | 2020-04-23 |
| VAN DER KLUGT, Humphrey | Director | 2008-07-10 | 2020-04-23 |
| WALTHER, Robert Philippe | Director | 1993-09-06 | 2005-04-19 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 888 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-05-13 RESOLUTIONS Resolution
- 2025-05-12 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-17 | AA | accounts | Accounts with accounts type full | |
| 2026-03-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-02-16 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-16 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-16 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-12-23 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-12-23 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-12-23 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-10-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-09-22 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-08-19 | AA | accounts | Accounts with accounts type interim | |
| 2025-06-30 | SH03 | capital | Capital return purchase own shares | |
| 2025-06-30 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-05-13 | RESOLUTIONS | resolution | Resolution | |
| 2025-05-12 | AA | accounts | Accounts with accounts type full | |
| 2025-05-12 | RESOLUTIONS | resolution | Resolution | |
| 2025-05-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-15 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-04-15 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-04-15 | SH03 | capital | Capital return purchase own shares treasury capital date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 13
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.