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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2025-03-31

Confirmation statement due

2027-04-29 (in 11mo)

Last made up 2026-04-15

Watchouts

None on the register

Cash

£1M

-76.9% vs 2024

Net assets

£295M

-6.3% vs 2024

Employees

Average over period

Profit before tax

£31M

+181.5% vs 2024

Name history

Renamed 2 times since incorporation

  1. STS GLOBAL INCOME & GROWTH TRUST PLC 2023-06-05 → present
  2. SECURITIES TRUST OF SCOTLAND PLC 2005-06-23 → 2023-06-05
  3. NEW SECURITIES TRUST OF SCOTLAND PLC 2005-04-15 → 2005-06-23

Accounts

2-year trend · latest reflected 2025-03-31

Metric Trend 2024-03-312025-03-31
Turnover £7,674,000£10,796,000
Operating profit £6,562,000£9,679,000
Profit before tax £10,931,000£30,772,000
Net profit £10,380,000£30,100,000
Cash £6,377,000£1,471,000
Total assets less current liabilities £314,353,000£294,545,000
Net assets £314,353,000£294,545,000
Equity £314,353,000£294,545,000
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 2024-03-312025-03-31
Operating margin 85.5%89.7%
Net margin 135.3%278.8%
Return on capital employed 2.1%3.3%
Gearing (liabilities / total assets) 19.6%5.2%
Current ratio -0.87x-0.17x
Interest cover 8.53x9.77x

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
Reporting scope
Standalone (parent only)
Auditor
Ernst & Young LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The directors have reviewed revenue forecasts (adjusted for various sensitivities) and they believe that the Company has adequate financial resources and a suitably liquid investment portfolio to continue its operational existence for the foreseeable future, and at least for the period to 31 March 2027, which is at least 12 months from the date the financial statements are authorised for issue.”

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

People

6 active · 14 resigned

Name Role Appointed Born Nationality
JUNIPER PARTNERS LIMITED Corporate Secretary 2020-11-12
ELCOCK, Gillian Denise Director 2023-09-21 Dec 1973 British
GUERIN, Bridget Elisabeth Director 2024-03-28 Nov 1961 British
HARVEY, Sarah Louise Director 2018-10-01 Nov 1981 British
INNES, Alexandra Winifred Louise Director 2022-04-04 Dec 1976 British,American,Swedish
SUTCLIFFE, Brigid Ann Director 2024-03-28 Jul 1959 British
Show 14 resigned officers
Name Role Appointed Resigned
D.W. COMPANY SERVICES LIMITED Corporate Nominee Secretary 2005-04-15 2005-05-11
MARTIN CURRIE INVESTMENT MANAGEMENT LTD Corporate Secretary 2005-05-11 2020-11-12
BEAGLES, Rachel Anne Director 2010-07-20 2019-09-17
BERRY, Charles Andrew Director 2005-05-11 2013-07-16
COCKBURN, Angus George Director 2021-05-01 2024-06-27
DONALDSON, Michael Neil Director 2005-05-11 2016-07-27
EVANS, John Martin Director 2016-02-01 2025-06-23
FREW, Anita Margaret Director 2005-05-11 2010-07-20
IRVINE, Andrew Robertson Director 2005-05-11 2017-07-21
LENNOX, Angus Gordon Director 2013-11-01 2022-07-04
LITTLE, Mark Jonathan Director 2014-10-01 2024-06-27
MURRAY, Edward Davidson Director 2005-05-11 2015-07-31
POLSON, Michael Buchanan Director 2005-04-15 2005-05-11
D.W. DIRECTOR 1 LIMITED Corporate Nominee Director 2005-04-15 2005-05-11

Ownership

Persons with significant control

No persons with significant control on record.

Filing timeline

Last 20 of 575 total filings

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

  • 2025-07-03 RESOLUTIONS Resolution
Date Type Category Description
2026-05-08 SH04 capital Capital sale or transfer treasury shares with date currency capital figure
2026-05-01 SH03 capital Capital return purchase own shares treasury capital date
2026-04-17 CS01 confirmation-statement Confirmation statement with updates PDF
2026-03-24 SH03 capital Capital return purchase own shares treasury capital date
2026-03-02 SH03 capital Capital return purchase own shares treasury capital date
2026-01-23 SH04 capital Capital sale or transfer treasury shares with date currency capital figure
2026-01-09 SH03 capital Capital return purchase own shares treasury capital date
2026-01-07 SH04 capital Capital sale or transfer treasury shares with date currency capital figure
2025-12-02 SH03 capital Capital return purchase own shares treasury capital date
2025-11-20 SH03 capital Capital return purchase own shares treasury capital date
2025-11-12 SH03 capital Capital return purchase own shares treasury capital date
2025-11-11 SH03 capital Capital return purchase own shares treasury capital date
2025-10-28 SH03 capital Capital return purchase own shares treasury capital date
2025-10-10 SH04 capital Capital sale or transfer treasury shares with date currency capital figure
2025-10-03 SH03 capital Capital return purchase own shares treasury capital date
2025-09-23 SH03 capital Capital return purchase own shares treasury capital date
2025-09-23 SH03 capital Capital return purchase own shares
2025-07-04 AA accounts Accounts with accounts type full
2025-07-04 SH03 capital Capital return purchase own shares treasury capital date
2025-07-03 RESOLUTIONS resolution Resolution

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
20

last 12 months

Capital events
17

last 24 months

Officers appointed
0

last 12 months

Officers resigned
1

last 12 months

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

Year-on-year

FY2024 → FY2025 · period ending 2025-03-31 vs 2024-03-31

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Official Companies House page