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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2025-03-31

Confirmation statement due

2027-01-24 (in 8mo)

Last made up 2026-01-10

Watchouts

None on the register

Cash

£312K

lowest in 3 filed years

Net assets

£587M

Equity attributable

Employees

Average over period

Profit before tax

£102M

highest in 3 filed years

Name history

Renamed 5 times since incorporation

  1. JPMORGAN EUROPEAN DISCOVERY TRUST PLC 2021-06-15 → present
  2. JPMORGAN EUROPEAN SMALLER COMPANIES TRUST PLC 2010-07-08 → 2021-06-15
  3. JPMORGAN EUROPEAN FLEDGELING INVESTMENT TRUST PLC 2006-07-12 → 2010-07-08
  4. JPMORGAN FLEMING EUROPEAN FLEDGELING INVESTMENT TRUST PLC 2002-07-22 → 2006-07-12
  5. THE FLEMING EUROPEAN FLEDGELING INVESTMENT TRUST PLC 1990-03-12 → 2002-07-22
  6. PRICEBALANCE PUBLIC LIMITED COMPANY 1989-10-10 → 1990-03-12

Accounts

3-year trend · latest reflected 2025-09-30

Metric Trend 2024-09-302025-03-312025-09-30
Turnover
Operating profit
Profit before tax -£7,781,000£10,433,000£102,255,000
Net profit -£10,750,000£6,543,000£100,986,000
Cash £376,000£662,000£312,000
Total assets less current liabilities £669,106,000£586,250,000£586,705,000
Net assets £610,864,000£586,250,000£586,705,000
Equity £610,864,000£586,250,000£586,705,000
Average employees
Wages

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-09-302025-03-312025-09-30
Gearing (liabilities / total assets) 8.8%9.5%10.7%
Current ratio 56.35x0.51x0.50x

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Audit & accounting basis

Accounting basis
FRS 102
Auditor
Ernst & Young LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The Directors believe, having considered the Company's investment objectives, risk management policies, capital management policies and procedures, nature of the portfolio and expenditure projections, that the Company has adequate resources, an appropriate financial structure and suitable management arrangements in place to continue in operational existence for the foreseeable future. More specifically, that there are no material uncertainties pertaining to the Company that would prevent its ability to continue in such operational existence for at least 12 months from the date of the approval of this half yearly financial report. For these reasons, they consider that there is reasonable evidence to continue to adopt the going concern basis in preparing the financial statements.”

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

7 active · 21 resigned

Name Role Appointed Born Nationality
JPMORGAN FUNDS LIMITED Corporate Secretary 2014-07-01
JASKI, Christiaan Michiel Director 2026-02-09 Feb 1959 Dutch
ROSS, Suzy Jane Director 2022-03-01 Jun 1973 British
SARWAL, Arun Kumar Director 2023-07-19 Dec 1957 British
VAN GELDER, Marc Christiaan Director 2016-08-01 May 1961 Dutch
WATTERS, Sarah Jane Director 2021-07-01 Sep 1971 British
WILL, James Robert Director 2024-07-24 Apr 1955 British
Show 21 resigned officers
Name Role Appointed Resigned
FLEMING INVESTMENT TRUST MANAGEMENT LIMITED Corporate Secretary 2000-06-01
JPMORGAN ASSET MANAGEMENT (UK) LIMITED Corporate Secretary 2000-06-01 2014-07-01
AIREY, Elisabeth Patricia Director 2000-01-10 2011-07-08
CORDREY, Tanya Rose Director 2019-07-10 2021-11-26
DAVIDSON, Anthony Beverley Director 2005-05-13 2015-07-10
DOBSON, Carolan Director 2010-09-01 2019-07-10
DROSSAERT, Jacques Director 1999-01-01 2007-07-13
GIFFORD, Patrick Antony Francis Director 2003-07-22
GOBBI, Luciano Director 1998-12-31
GUPTA, Ashok Kumar Director 2013-01-01 2023-07-19
HART, Michael Director 1997-10-22 2006-07-12
MANDUCA, Paul Victor Falzon Sant Director 2005-12-01 2012-12-31
MARESCOTTI, Federico Director 2005-12-01 2016-06-30
METZLER, Friedrich Von Director 1996-07-31
ROTHIG, Jurgen Karl Director 1996-10-16 1999-07-06
SMITH, Nicholas Michael Norman Director 2015-05-01 2024-07-24
ST JOHN BIRT, Michael Cameron Director 1993-12-13
THORNTON, Christopher John Director 1994-12-12 2005-07-14
TWISS, Hugh Jolyon Director 1998-07-09
WHITE, Stephen Frank Director 2012-04-01 2021-10-31
WROBEL, Michael Aleksander Director 2003-04-08 2012-07-18

Ownership

Persons with significant control

No persons with significant control on record.

Filing timeline

Last 20 of 537 total filings

Material constitutional events — rename, articles re-file, resolution

  • 2025-07-30 RESOLUTIONS Resolution
Date Type Category Description
2026-02-13 AP01 officers Appoint person director company with name date PDF
2026-02-13 SH03 capital Capital return purchase own shares treasury capital date
2026-02-13 SH03 capital Capital return purchase own shares treasury capital date
2026-02-13 SH03 capital Capital return purchase own shares treasury capital date
2026-01-15 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-12-24 SH03 capital Capital return purchase own shares treasury capital date
2025-12-24 SH03 capital Capital return purchase own shares treasury capital date
2025-12-24 SH03 capital Capital return purchase own shares treasury capital date
2025-12-09 AA accounts Accounts with accounts type interim
2025-12-02 SH03 capital Capital return purchase own shares treasury capital date
2025-12-02 SH03 capital Capital return purchase own shares treasury capital date
2025-10-30 SH03 capital Capital return purchase own shares treasury capital date
2025-10-30 SH03 capital Capital return purchase own shares treasury capital date
2025-09-22 SH03 capital Capital return purchase own shares treasury capital date
2025-09-22 SH03 capital Capital return purchase own shares treasury capital date
2025-08-19 AA accounts Accounts with accounts type full
2025-08-19 SH03 capital Capital return purchase own shares treasury capital date
2025-08-19 SH03 capital Capital return purchase own shares treasury capital date
2025-07-30 RESOLUTIONS resolution Resolution
2025-07-10 SH03 capital Capital return purchase own shares treasury capital date

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
20

last 12 months

Capital events
15

last 24 months

Officers appointed
1

last 12 months

Officers resigned
0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2025 → FY2025 · period ending 2025-09-30 vs 2025-03-31

Year-on-year comparison hidden: this filing covers about 6 months versus 12 months prior.

Official Companies House page