ABERFORTH UNIT TRUST MANAGERS LIMITED

14 MELVILLE STREET, EDINBURGH, EH3 7NS

Company Number: SC124771
Incorporation date: 02-May-1990
Status: Active
Entity type: Private Limited Company

SIC codes:
64302 Activities of unit trusts

SUMMARY

This company is 34 years old and is currently active. It is controlled by Aberforth Partners Llp. The latest reported revenue figure is GBP 1.4 thousand which is down -100% on the previous year. The company has 6 active officers (directors or partners) who are or were officers of 13 other companies. The company has no public disputes filed on the Business Disputes Register. There are no court cases involving the company that we are aware of.

FINANCIALS (BETA)

Next accounts due: 31-Jan-2025
Accounts Filed: FULL (30-Apr-2023)

P&L Financials:

Year end	Currency	Revenue
30-Apr-2020	GBP	1,376
30-Apr-2019	GBP	1,377,000
30-Apr-2018	GBP	1,952

Balance Sheet Financials:

Year end	Currency	Cash	Current Assets	Current Liabilities	Share Capital	Retained Earnings
30-Apr-2020	GBP	363	1,271	967
30-Apr-2019	GBP	368,000	2,116,000	1,780,000	10,000	326,000
30-Apr-2018	GBP		1,473	132

VALUATION EVENTS (BETA)

Year end	Currency	% Equity	Sum raised	Pre-Money Valuation*	Post-Money Valuation*	Enterprise Value**
30-Apr-2020	GBP	inf%	-10,000	10,000	0	-179,182
30-Apr-2019	GBP	100.00%	10,000	0	10,000	-179,000

* Average valuation during the period
** Estimated based on average Cash and Debt levels during period

DISPUTES

No disputes filed on www.disputesregister.org

COMPANY SECRETARY

Status	Name	Appointed on	Resigned on	Occupation	Nationality	All apointments (active/resigned)
Active	ABERFORTH PARTNERS LLP	01 Dec 2005	18 Apr 2024			4 - 11
Resigned	ABERFORTH PARTNERS (PRE LLP COMPANY)		01 Dec 2005			0 - 2

DIRECTORS

Status	Name	Appointed on	Resigned on	Occupation	Nationality	All appointments (active/resigned)	Dissolved companies (rate)
Active	Christopher Nial WATT	31 Jul 2023		Investment Manager	British	2 - 1	0 (0.0%)
Active	Samuel George FORD	01 May 2021		Investment Manager	British	1 - 0	0 (0.0%)
Active	Scott Leslie WALLACE	01 May 2020		Head Of Operations	British	5 - 6	1 (9.1%)
Active	John Steel RICHARDS	06 Aug 2019		Director	British	4 - 0	0 (0.0%)
Active	Douglas Murray COOPER	06 Aug 2019		Director	British	1 - 1	0 (0.0%)
Resigned	Christopher Nial WATT	01 May 2017	30 Apr 2019	Investment Manager	British	2 - 1	0 (0.0%)
Active	Peter Robert SHAW	01 May 2017		Investment Manager	British	5 - 0	0 (0.0%)
Resigned	Keith Francis MUIR	01 May 2014	31 Dec 2021	Investment Manager	British	1 - 4	0 (0.0%)
Resigned	William Alan WAITE	01 Jan 2009	30 Apr 2020	Head Of Operations	British	0 - 4	0 (0.0%)
Resigned	Andrew Paul BAMFORD	04 May 2004	31 Dec 2015	Investment Manager	British	0 - 4	0 (0.0%)
Resigned	Euan Robin MACDONALD	04 May 2004	30 Apr 2019	Investment Manager	British	2 - 1	0 (0.0%)
Resigned	Gordon Russell YOUNG	01 May 1994	30 Apr 2007	Chartered Accountant	British	0 - 7	3 (42.9%)
Resigned	Richard Mark Jonathan NEWBERY	23 Jul 1990	30 Apr 2019	Investment Manager	British	0 - 8	4 (50.0%)
Resigned	David Thomas Mcleod ROSS	23 Jul 1990	30 Apr 2014	Accountant	British	2 - 12	3 (21.4%)
Resigned	Alistair James WHYTE	23 Jul 1990	30 Apr 2019	Investment Manager	British	3 - 9	3 (25.0%)
Resigned	David WARNOCK	23 Jul 1990	31 Dec 2008	Investment Manager	British	2 - 20	7 (31.8%)
Resigned	John Martin EVANS	23 Jul 1990	31 Aug 2011	Fund Manager	British	1 - 9	4 (40.0%)
Resigned	Roderick Lawrence BRUCE	02 May 1990	23 Jul 1990		British	0 - 90	46 (51.1%)
Resigned	DM COMPANY SERVICES LIMITED	02 May 1990	23 Jul 1990			7 - 617	324 (51.9%)
Resigned	Bruce Watson MINTO	02 May 1990	23 Jul 1990		British	5 - 58	25 (39.7%)

Number of active directors: 6
Average tenure of active directors: 4.0 years
Average tenure of resigned directors: 13.0 years
Average active director Dissolution Rate: 1.5%

DIRECTOR APPOINTMENTS IN OTHER COMPANIES

Name	Christopher Nial WATT	Samuel George FORD	Scott Leslie WALLACE	John Steel RICHARDS	Douglas Murray COOPER	Peter Robert SHAW
MOORGATE INVESTMENT MANAGEMENT LIMITED (02405166) - Active			✔
ABERFORTH GEARED VALUE & INCOME TRUST PLC (15602886) - Active			✔			✔
LORETTO SCHOOL LIMITED (SC059500) - Active					✔
MARTIN CURRIE LIMITED (SC066024) - Active			✔
MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED (SC066107) - Active			✔
MARTIN CURRIE FUND MANAGEMENT LIMITED (SC104896) - Liquidation			✔
ABERFORTH UNIT TRUST MANAGERS LIMITED (SC124771) - Active	✔	✔	✔	✔	✔	✔
MARTIN CURRIE TRUSTEES LIMITED (SC147006) - Active			✔
ABERFORTH LGP IA LIMITED (SC214415) - Active			✔			✔
ABERFORTH LGP IB LIMITED (SC215035) - Active			✔			✔
MARTIN CURRIE MANAGEMENT LIMITED (SC570278) - Active			✔
FORTH HOLDINGS LIMITED (SC616186) - Active				✔
FES HOLDINGS LIMITED (SC618500) - Active				✔
FES HOLDCO LIMITED (SC637820) - Active				✔

SHAREHOLDERS (BETA)

Shareholder name	Share class	Shares at confirmation date
Shareholder name	Share class	2016-05-02	2015-05-02	2014-05-02	2013-05-02	2012-05-02
ABERFORTH PARTNERS	ORDINARY	10,000 100%	10,000 100%	10,000 100%	10,000 100%	10,000 100%

SHAREHOLDINGS (BETA)

no shareholding data

CONTROLLED COMPANIES / CONTROLLING ENTITIES

>75%:Aberforth Partners Llp (Oc313353 - United Kingdom) active

Controlling entities above

ABERFORTH UNIT TRUST MANAGERS LIMITED

Controlled companies below

>75%:ABERFORTH LGP IA LIMITED (SC214415 - UK) active
>75%:ABERFORTH LGP IB LIMITED (SC215035 - UK) active

LATE PAYMENTS REPORT

This company has not filed any late payment reports possibly because it is not considered \'Large\'.

COURT CASES

No Court Cases found

PATENTS

No Patents found

COMPETITORS

(Based on Sic code: 64302 Activities of unit trusts)

Company	Registered Address	Company Number	YE Date	Revenue GBP	Net Profit GBP	Other SIC codes
SCHRODER UNIT TRUSTS LIMITED	1 LONDON WALL PLACE, LONDON, ENGLAND, EC2Y 5AU	04191730	2018-12-31	333,227,000	61,989,000
LEGAL & GENERAL (UNIT TRUST MANAGERS) LIMITED	ONE COLEMAN STREET, LONDON, EC2R 5AA	01009418	2018-12-31	153,100,000	14,100,000	64304-Activities of open-ended investment companies
RATHBONE UNIT TRUST MANAGEMENT LIMITED	8 FINSBURY CIRCUS, LONDON, ENGLAND, EC2M 7AZ	02376568	2017-12-31	39,432,000	8,866,000

LIQUIDATION RISK (BETA)

This company is Active. Statistically, Active companies have a low probability of being liquidated within a year.
Here are our probability predictions:

Basis	Liquidation within 3 months	Liquidation within 6 months	Liquidation within 12 months	Prediction confidence
ABERFORTH UNIT TRUST MANAGERS LIMITED	1.0%	3.6%	7.1%	Medium
Other companies Active in the same sector	Too few competitors


Age	0.3%	1.3%	2.4%	Medium
Company Type	0.7%	3.7%	7.4%	Medium
Accounts category	0.7%	2.2%	3.8%	Medium
Accounting Month	1.8%	3.8%	7.0%	Medium
Sic code count	0.7%	3.5%	7.0%	Medium