ABERFORTH UNIT TRUST MANAGERS LIMITED
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Cash
£336k
-6.7% lowest in 3 filed years
Net assets
—
Equity attributable
Employees
—
Average over period
Profit before tax
-£24k
-241.2% vs 2025
Profit before tax
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-04-30
| Metric | Trend | 2024-04-30 | 2025-04-30 | 2026-04-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £1,023,000 | £1,132,000 | £1,193,000 | +5.4% | |
| Operating profit | -£26,000 | £18,000 | -£24,000 | -233.3% | |
| Profit before tax | -£26,000 | £17,000 | -£24,000 | -241.2% | |
| Net profit | -£26,000 | £20,000 | -£24,000 | -220% | |
| Cash | £380,000 | £360,000 | £336,000 | -6.7% | |
| Total assets less current liabilities | £279,000 | £299,000 | £275,000 | -8% | |
| Net assets | — | — | — | — | |
| Equity | £279,000 | £299,000 | — | — | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £52,000 | £56,000 | £56,000 | 0% |
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 | 2024-04-30 | 2025-04-30 | 2026-04-30 |
|---|---|---|---|---|
| Operating margin | -2.5% | 1.6% | -2.0% | |
| Net margin | -2.5% | 1.8% | -2.0% | |
| Return on capital employed | -9.3% | 6.0% | -8.7% | |
| Interest cover | — | 18.00x | -24.00x |
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 1 time since incorporation
- ABERFORTH UNIT TRUST MANAGERS LIMITED 1990-07-31 → present
- DMWS 166 LIMITED 1990-05-02 → 1990-07-31
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Johnston Carmichael LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In preparing these financial statements the Directors have considered the Company's financial forecasts, regulatory capital position and operational resilience, including the impact of market uncertainties, referenced in the strategic report. The Directors are satisfied it is appropriate to prepare the financial statements on a going concern basis and that it has sufficient resources to meets its liabilities for the foreseeable future, which is well in excess of 12 months from the date of the approval of the financial statements.”
Group structure
- ABERFORTH UNIT TRUST MANAGERS LIMITED · parent
- Aberforth LGP IA Limited 100%
- Aberforth LGP IB Limited 100%
Significant events
- “There have been no material events, adjusting or non-adjusting, affecting the Company since the balance sheet date.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 16 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ABERFORTH PARTNERS LLP | Corporate Secretary | 2005-12-01 | — | — |
| COOPER, Douglas Murray | Director | 2019-08-06 | Jun 1967 | British |
| FORD, Samuel George | Director | 2021-05-01 | Jun 1983 | British |
| RICHARDS, John Steel | Director | 2019-08-06 | Sep 1957 | British |
| SHAW, Peter Robert | Director | 2017-05-01 | Aug 1974 | British |
| WALLACE, Scott Leslie | Director | 2020-05-01 | Aug 1975 | British |
Show 16 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ABERFORTH PARTNERS (PRE LLP COMPANY) | Corporate Secretary | — | 2005-12-01 |
| DM COMPANY SERVICES LIMITED | Corporate Nominee Secretary | 1990-05-02 | 1990-07-23 |
| BAMFORD, Andrew Paul | Director | 2004-05-04 | 2015-12-31 |
| BRUCE, Roderick Lawrence | Nominee Director | 1990-05-02 | 1990-07-23 |
| EVANS, John Martin | Director | 1990-07-23 | 2011-08-31 |
| MACDONALD, Euan Robin | Director | 2004-05-04 | 2019-04-30 |
| MINTO, Bruce Watson | Director | 1990-05-02 | 1990-07-23 |
| MUIR, Keith Francis | Director | 2014-05-01 | 2021-12-31 |
| NEWBERY, Richard Mark Jonathan | Director | 1990-07-23 | 2019-04-30 |
| ROSS, David Thomas Mcleod | Director | 1990-07-23 | 2014-04-30 |
| WAITE, William Alan | Director | 2009-01-01 | 2020-04-30 |
| WARNOCK, David | Director | 1990-07-23 | 2008-12-31 |
| WATT, Christopher Nial | Director | 2023-07-31 | 2024-03-08 |
| WATT, Christopher Nial | Director | 2017-05-01 | 2019-04-30 |
| WHYTE, Alistair James | Director | 1990-07-23 | 2019-04-30 |
| YOUNG, Gordon Russell | Director | 1994-05-01 | 2007-04-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Aberforth Partners Llp | Corporate entity | Shares 75–100%, Voting 75–100% | 2017-05-02 | Active |
Filing timeline
Last 20 of 137 total filings
Material constitutional events — rename, articles re-file, resolution
- 2020-07-17 MA Memorandum articles
- 2020-07-17 RESOLUTIONS Resolution
- 2020-07-17 CC04 Statement of companys objects
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-26 | AA | accounts | Accounts with accounts type full | |
| 2026-05-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-08-21 | AA | accounts | Accounts with accounts type full | |
| 2025-05-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-08-27 | AA | accounts | Accounts with accounts type full | |
| 2024-06-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-03-11 | TM01 | officers | Termination director company with name termination date | |
| 2023-08-09 | AA | accounts | Accounts with accounts type full | |
| 2023-08-01 | AP01 | officers | Appoint person director company with name date | |
| 2023-05-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-08-01 | AA | accounts | Accounts with accounts type full | |
| 2022-05-16 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-01-07 | TM01 | officers | Termination director company with name termination date | |
| 2021-08-06 | AA | accounts | Accounts with accounts type full | |
| 2021-05-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-05-10 | AP01 | officers | Appoint person director company with name date | |
| 2021-03-17 | CH04 | officers | Change corporate secretary company with change date | |
| 2020-07-17 | MA | incorporation | Memorandum articles | |
| 2020-07-17 | RESOLUTIONS | resolution | Resolution | |
| 2020-07-17 | CC04 | change-of-constitution | Statement of companys objects |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- 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.