ISAM FUNDS (UK) LIMITED
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Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2027-02-26 (in 9mo)
Last made up 2026-02-12
Watchouts
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
4 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 1 time since incorporation
- ISAM FUNDS (UK) LIMITED 2017-07-12 → present
- ISAM SERVICES (UK) LIMITED 2009-02-12 → 2017-07-12
Accounts
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- BDO LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Board of Directors has conducted a comprehensive review of the company's financial position, performance, prospects and current geopolitical conflicts as part of its assessment of the going concern assumption for the preparation of the financial statements. Based on the current economic environment, market conditions and liquidity forecasts, the Board has concluded that the company has adequate resources to continue its operations for the foreseeable future, defined as at least 12 months from the date of approval of the financial statements. In addition, the Directors have also prepared forecasts to the end of December 2026 and these demonstrate that it is appropriate to continue to adopt the going concern basis in preparing the annual report and financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 11 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| COPPOLA, Stefania | Secretary | 2018-08-03 | — | — |
| GODSELL, Leanne Michelle | Director | 2018-08-06 | Dec 1974 | British |
| LOWE, Alexander Charles | Director | 2017-06-20 | Sep 1970 | British |
| SHER, Roy | Director | 2017-06-20 | Oct 1969 | British |
| WENTZEL, Jaco De Wet | Director | 2013-05-01 | Feb 1979 | British |
Show 11 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FINK, Stanley | Secretary | 2009-02-12 | 2011-01-11 |
| NGO, Julie Hong Nhan | Secretary | 2011-01-11 | 2012-02-27 |
| WENTZEL, Jaco | Secretary | 2012-05-01 | 2018-08-03 |
| AMLER, Alan | Director | 2009-04-01 | 2010-05-25 |
| BARKER, Rodney James | Director | 2010-05-25 | 2011-01-11 |
| BURGER, Neill Bayly | Director | 2014-12-01 | 2017-06-20 |
| FINK, Stanley, Lord | Director | 2009-02-12 | 2013-03-28 |
| LOWE, Alexander Charles | Director | 2011-02-03 | 2013-03-28 |
| ROWLAND, Jonathan | Director | 2011-02-03 | 2014-12-01 |
| SHER, Roy | Director | 2009-04-01 | 2013-03-28 |
| UPTON, Darren Stewart | Director | 2013-03-28 | 2014-12-01 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Roy Sher | Individual | Shares 25–50% | 2026-01-02 | Ceased 2026-02-05 |
| Mr Alexander Charles Lowe | Individual | Shares 25–50% | 2026-01-02 | Ceased 2026-02-05 |
| Mr Darren Stewart Upton | Individual | Shares 25–50% | 2026-01-02 | Ceased 2026-02-05 |
| International Standard Asset Management | Corporate entity | Shares 75–100% | 2016-04-06 | Ceased 2026-01-02 |
Filing timeline
Last 20 of 91 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-10 | CH01 | officers | Change person director company with change date | |
| 2026-03-02 | AA | accounts | Accounts with accounts type full | |
| 2026-02-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-02-09 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2026-02-09 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-02-09 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-02-09 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-01-02 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-01-02 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-01-02 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-01-02 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-05 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-04-07 | CH01 | officers | Change person director company with change date | |
| 2025-03-11 | AA | accounts | Accounts with accounts type full | |
| 2025-02-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-03-20 | AA | accounts | Accounts with accounts type full | |
| 2024-02-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-24 | AA | accounts | Accounts with accounts type full | |
| 2023-02-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-03-23 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 12
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
Latest filed period vs the prior one