Monthly Update: November 2015
The Athelney Trust unaudited NAV rose by a modest 0.3% in November whereas the FTSE Small Cap, Fledgling and AIM All-share indices fell by 0.5%, 0.6% and 0.3% respectively. Perhaps[…]
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Monthly Update: October 2015
Rather a subdued performance by small caps in October with the Athelney unaudited NAV rising by 1.3% and the FTSE Small Cap, Fledgling and AIM All-share improving by 2.1, 1.6[…]
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Monthly Update: September 2015
Athelney Trust appears to have come out of the second tricky month in a row relatively scot-free with the unaudited NAV having fallen in September by 0.3%, whereas the comparatives[…]
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Monthly Update: August 2015
I was immeasurably relieved by Athelney’s 0.9% reduction in unaudited NAV for the month of August, particularly as the FT Small Cap, Fledgling and AIM All-share fell by 2.4%, 4%[…]
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Monthly Update: July 2015
Athelney Trust had a good month in July, with the unaudited NAV rising by 3.3% whereas the AIM All-share fell by 1.3% and the Small Cap and Fledgling improved but[…]
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Monthly Update: June 2015
The unaudited overall return on Athelney Trust shares for H1 was 6.4%, whereas the FTSE Small Cap, Fledgling and AIM All-share indices rose by 7.1, 15.6 and 8.2 per cent[…]
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Monthly Update: May 2015
A positive month for small caps with the ATY unaudited NAV rising by 2.6% and the FTSE Small Cap, Fledgling and AIM All- share indices improving by 2.9%, 3.4% and[…]
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Monthly Update: April 2015
Warm congratulations to David Cameron and the Conservative Party for their unexpected and welcome win. Years will pass before we fully understand exactly what happened on 7 May and during[…]
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Monthly Update: March 2015
Not an inspired quarter for Athelney Trust with the unaudited rise in overall return limited to 2.9%, whereas the Small Cap rose by 5.3% and the Fledgling by 7.4%. The[…]
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Monthly Update: February 2015
Pretty well, everything did quite nicely in February: the Athelney unaudited NAV improved by 2.8 per cent whereas the comparatives, the Small Cap, AIM All-share and Fledgling rose by 2.9,[…]
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