Investment Trusts

Athelney Trust

ATY:LSE

Athelney Trust

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  • Price (GBX)165.00
  • Today's Change0.00 / 0.00%
  • Shares traded157.00
  • 1 Year change-10.81%
  • Beta0.3095
Data delayed at least 20 minutes, as of Jun 27 2025 12:12 BST.
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Top holdings

72.26%Per cent of portfolio in top holdings
Holding% of portfolio
AEW UK REIT Ord13.78%
Impax Asset Management Group PLC11.01%
PayPoint PLC10.32%
Fevertree Drinks PLC8.26%
Liontrust Asset Management PLC6.87%
NWF Group PLC5.27%
Treatt PLC4.55%
Tritax Big Box Ord4.55%
Alpha Group International PLC4.03%
National Grid PLC3.62%
As of Feb 28 2025. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Financial Services24.97%
Technology12.90%
Consumer Defensive10.35%
Communications Equipment7.35%
Energy5.27%
Industrials4.87%
Basic Materials4.55%
Utilities3.62%
Consumer Cyclical2.51%
As of Feb 28 2025.

Regional holdings

Holding% of portfolio
UK81.67%
As of Feb 28 2025.
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