Aberforth Partners is an investment management firm that provides investors with a high level of resource focussed exclusively on small UK quoted companies.
About Aberforth
The investment management business conducted by Aberforth Partners LLP was established in 1990 and remains wholly owned by full time working partners. The firm’s objective is to deliver superior long term investment returns for its clients.
Our Background & Philosophy
We are committed to value investment and small UK quoted companies.
Learn about the partnership
Stewardship & ESG
Stewardship permeates Aberforth’s investment process and culture.
Stewardship & ESGTrusts & Funds
Aberforth Smaller Companies Trust plc
The Trust’s objective is to achieve a net asset value total return (with dividends reinvested) greater than that of the Deutsche Numis Smaller Companies Index (Excluding Investment Companies) over the long term.
Launched: 10 December 1990
Market Value
20 Feb 2025
£1,400m
Ordinary Share Price
21 Feb 2025
1,393.96p
Ordinary Share NAV
20 Feb 2025
1,562.95p
Aberforth Geared Value & Income Trust plc
The Trust’s objective is to provide Ordinary shareholders with high total returns, incorporating an attractive level of income, and to provide Zero Dividend Preference (ZDP) shareholders with a pre-determined final capital entitlement of 160.58 pence per share on the planned winding-up date.
Launched: 1 July 2014 Planned wind up: 30 June 2031
Ordinary Share Price
21 Feb 2025
74.89p
ZDP Share Price
21 Feb 2025
106.50p
Ordinary Share NAV
20 Feb 2025
88.35p
ZDP Share NAV
20 Feb 2025
103.58p
Aberforth UK Small Companies Fund
The investment objective of the Fund is to seek to achieve a total return, calculated on an income reinvested basis, greater than the Deutsche Numis Smaller Companies Index (Excluding Investment Companies) over the long term, with the focus on rolling five year periods.
Launched: 20 March 1991
20 Feb 2025
Buying Price (Acc)
£331.85
Selling Price (Acc)
£326.44
Buying Price (Inc)
£208.09
Selling Price (Inc)
£204.70
Aberforth Split Level Income Trust plc
A split capital investment trust with two classes of share – Ordinary Shares and Zero Dividend Preference (ZDP) Shares – both of which traded on the London Stock Exchange.
Launched: 3 July 2017
Wound up: 1 July 2024
Literature Library
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