schroder british opportunities trust plc
schroder british opportunities trust plc Company Information
Company Number
12892325
Next Accounts
Sep 2025
Industry
Activities of investment trusts
Shareholders
c/o equiniti limited
sbo treasury account
Group Structure
View All
Contact
Registered Address
1 london wall place, london, EC2Y 5AU
Website
schroders.comschroder british opportunities trust plc Estimated Valuation
Pomanda estimates the enterprise value of SCHRODER BRITISH OPPORTUNITIES TRUST PLC at £484k based on a Turnover of £365k and 1.33x industry multiple (adjusted for size and gross margin).
schroder british opportunities trust plc Estimated Valuation
Pomanda estimates the enterprise value of SCHRODER BRITISH OPPORTUNITIES TRUST PLC at £0 based on an EBITDA of £-946.4k and a 5.36x industry multiple (adjusted for size and gross margin).
schroder british opportunities trust plc Estimated Valuation
Pomanda estimates the enterprise value of SCHRODER BRITISH OPPORTUNITIES TRUST PLC at £95.2m based on Net Assets of £81.3m and 1.17x industry multiple (adjusted for liquidity).
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Schroder British Opportunities Trust Plc Overview
Schroder British Opportunities Trust Plc is a live company located in london, EC2Y 5AU with a Companies House number of 12892325. It operates in the activities of investment trusts sector, SIC Code 64301. Founded in September 2020, it's largest shareholder is c/o equiniti limited with a 98.5% stake. Schroder British Opportunities Trust Plc is a young, micro sized company, Pomanda has estimated its turnover at £365k with healthy growth in recent years.
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Schroder British Opportunities Trust Plc Health Check
Pomanda's financial health check has awarded Schroder British Opportunities Trust Plc a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 4 areas for improvement. Company Health Check FAQs
3 Strong
3 Regular
4 Weak
Size
annual sales of £365k, make it smaller than the average company (£5.7m)
£365k - Schroder British Opportunities Trust Plc
£5.7m - Industry AVG
Growth
3 year (CAGR) sales growth of 13%, show it is growing at a faster rate (9.8%)
13% - Schroder British Opportunities Trust Plc
9.8% - Industry AVG
Production
with a gross margin of 64.1%, this company has a comparable cost of product (64.1%)
64.1% - Schroder British Opportunities Trust Plc
64.1% - Industry AVG
Profitability
an operating margin of -259.3% make it less profitable than the average company (37.6%)
-259.3% - Schroder British Opportunities Trust Plc
37.6% - Industry AVG
Employees
with 2 employees, this is below the industry average (6)
- Schroder British Opportunities Trust Plc
6 - Industry AVG
Pay Structure
on an average salary of £53.4k, the company has an equivalent pay structure (£53.4k)
- Schroder British Opportunities Trust Plc
£53.4k - Industry AVG
Efficiency
resulting in sales per employee of £182.5k, this is equally as efficient (£205.1k)
- Schroder British Opportunities Trust Plc
£205.1k - Industry AVG
Debtor Days
it gets paid by customers after 11 days, this is earlier than average (40 days)
11 days - Schroder British Opportunities Trust Plc
40 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Schroder British Opportunities Trust Plc
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Schroder British Opportunities Trust Plc
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 45 weeks, this is less cash available to meet short term requirements (71 weeks)
45 weeks - Schroder British Opportunities Trust Plc
71 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 3.1%, this is a lower level of debt than the average (5.9%)
3.1% - Schroder British Opportunities Trust Plc
5.9% - Industry AVG
SCHRODER BRITISH OPPORTUNITIES TRUST PLC financials
Schroder British Opportunities Trust Plc's latest turnover from March 2024 is £365 thousand and the company has net assets of £81.3 million. According to their latest financial statements, we estimate that Schroder British Opportunities Trust Plc has 2 employees and maintains cash reserves of £790 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2024 | Mar 2023 | Mar 2022 | Jun 2021 | |
|---|---|---|---|---|
| Turnover | 365,000 | 469,000 | 296,000 | 250,000 |
| Other Income Or Grants | 0 | |||
| Cost Of Sales | 0 | |||
| Gross Profit | 296,000 | |||
| Admin Expenses | ||||
| Operating Profit | ||||
| Interest Payable | 0 | 0 | 1,000 | 1,000 |
| Interest Receivable | 0 | 0 | 0 | 0 |
| Pre-Tax Profit | -722,000 | -639,000 | -577,000 | -433,000 |
| Tax | 0 | 0 | 0 | 0 |
| Profit After Tax | -722,000 | -639,000 | -577,000 | -433,000 |
| Dividends Paid | 0 | 0 | 0 | 0 |
| Retained Profit | -722,000 | -639,000 | -577,000 | -433,000 |
| Employee Costs | ||||
| Number Of Employees | ||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2024 | Mar 2023 | Mar 2022 | Jun 2021 | |
|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 |
| Investments & Other | 83,092,000 | 74,128,000 | 64,691,000 | 64,509,000 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 83,092,000 | 74,128,000 | 64,691,000 | 64,509,000 |
| Stock & work in progress | 0 | 0 | 0 | 0 |
| Trade Debtors | 11,000 | 133,000 | 88,000 | 23,000 |
| Group Debtors | 0 | 0 | 0 | 0 |
| Misc Debtors | 4,000 | 18,000 | 27,000 | 16,000 |
| Cash | 790,000 | 7,759,000 | 15,452,000 | 17,960,000 |
| misc current assets | 0 | 0 | 0 | 0 |
| total current assets | 805,000 | 7,910,000 | 15,567,000 | 17,999,000 |
| total assets | 83,897,000 | 82,038,000 | 80,258,000 | 82,508,000 |
| Bank overdraft | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 |
| Trade Creditors | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 |
| other short term finances | 0 | 0 | 0 | 212,000 |
| hp & lease commitments | 0 | 0 | 0 | 0 |
| other current liabilities | 900,000 | 1,543,000 | 1,039,000 | 969,000 |
| total current liabilities | 900,000 | 1,543,000 | 1,039,000 | 1,181,000 |
| loans | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 |
| other liabilities | 1,670,000 | 1,184,000 | 1,116,000 | 0 |
| provisions | 0 | 0 | 0 | 0 |
| total long term liabilities | 1,670,000 | 1,184,000 | 1,116,000 | 0 |
| total liabilities | 2,570,000 | 2,727,000 | 2,155,000 | 1,181,000 |
| net assets | 81,327,000 | 79,311,000 | 78,103,000 | 81,327,000 |
| total shareholders funds | 81,327,000 | 79,311,000 | 78,103,000 | 81,327,000 |
| Mar 2024 | Mar 2023 | Mar 2022 | Jun 2021 | |
|---|---|---|---|---|
| Operating Activities | ||||
| Operating Profit | ||||
| Depreciation | 0 | 0 | 0 | 0 |
| Amortisation | 0 | 0 | 0 | 0 |
| Tax | 0 | 0 | 0 | 0 |
| Stock | 0 | 0 | 0 | 0 |
| Debtors | -136,000 | 36,000 | 76,000 | 39,000 |
| Creditors | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | -643,000 | 504,000 | 70,000 | 969,000 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 |
| Cash flow from operations | ||||
| Investing Activities | ||||
| capital expenditure | 0 | 0 | 0 | 0 |
| Change in Investments | 8,964,000 | 9,437,000 | 182,000 | 64,509,000 |
| cash flow from investments | -8,964,000 | -9,437,000 | -182,000 | -64,509,000 |
| Financing Activities | ||||
| Bank loans | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | -212,000 | 212,000 |
| Long term loans | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 |
| other long term liabilities | 486,000 | 68,000 | 1,116,000 | 0 |
| share issue | ||||
| interest | 0 | 0 | -1,000 | -1,000 |
| cash flow from financing | 3,224,000 | 1,915,000 | -1,744,000 | 81,971,000 |
| cash and cash equivalents | ||||
| cash | -6,969,000 | -7,693,000 | -2,508,000 | 17,960,000 |
| overdraft | 0 | 0 | 0 | 0 |
| change in cash | -6,969,000 | -7,693,000 | -2,508,000 | 17,960,000 |
schroder british opportunities trust plc Credit Report and Business Information
Schroder British Opportunities Trust Plc Competitor Analysis
Perform a competitor analysis for schroder british opportunities trust plc by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in EC2Y area or any other competitors across 12 key performance metrics.
schroder british opportunities trust plc Ownership
SCHRODER BRITISH OPPORTUNITIES TRUST PLC group structure
Schroder British Opportunities Trust Plc has no subsidiary companies.
Ultimate parent company
SCHRODER BRITISH OPPORTUNITIES TRUST PLC
12892325
schroder british opportunities trust plc directors
Schroder British Opportunities Trust Plc currently has 5 directors. The longest serving directors include Mr Tim Jenkinson (Nov 2020) and Dr Timothy Jenkinson (Nov 2020).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Tim Jenkinson | United Kingdom | 63 years | Nov 2020 | - | Director |
| Dr Timothy Jenkinson | 63 years | Nov 2020 | - | Director | |
| Mrs Diana Dyer Bartlett | 62 years | Nov 2020 | - | Director | |
| Mr Justin Ward | England | 55 years | Jul 2024 | - | Director |
| Miss Jemma Bruton | England | 47 years | Jul 2024 | - | Director |
P&L
March 2024turnover
365k
-22%
operating profit
-946.4k
0%
gross margin
64.2%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
81.3m
+0.03%
total assets
83.9m
+0.02%
cash
790k
-0.9%
net assets
Total assets minus all liabilities
Similar Companies
schroder british opportunities trust plc company details
company number
12892325
Type
Public limited with Share Capital
industry
64301 - Activities of investment trusts
incorporation date
September 2020
age
5
incorporated
UK
ultimate parent company
accounts
Full Accounts
last accounts submitted
March 2024
previous names
N/A
accountant
-
auditor
ERNST & YOUNG LLP
address
1 london wall place, london, EC2Y 5AU
Bank
-
Legal Advisor
-
schroder british opportunities trust plc Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to schroder british opportunities trust plc.
schroder british opportunities trust plc Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for SCHRODER BRITISH OPPORTUNITIES TRUST PLC. This can take several minutes, an email will notify you when this has completed.
schroder british opportunities trust plc Companies House Filings - See Documents
| date | description | view/download |
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