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Establishment Investment Trust plc
2 Puddle Dock
Phone: +44 2074904355p:+44 2074904355 London, EC4V 3DB  United Kingdom Fax: +44 1245398951f:+44 1245398951

This company is no longer actively traded on any major stock exchange.

Business Summary
The Establishment Investment Trust plc is an investment company. The investment objective of the Company is to achieve long-term capital growth from a managed international portfolio of securities. Its investment policy is to invest primarily in equities issued by companies listed on regulated markets. Its approximately 30% of net assets may be invested in investment products managed by the Company's Investment Manager. Its approximately 15% of net assets (at cost at the date of investment) may be invested in any one security. It may borrow up to a maximum of approximately 50% of net assets. It invests in various sectors, including consumer staples, consumer discretionary, information technology, financials, industrials, healthcare, telecommunication services and materials. Blackfriars Asset Management Limited is the Company's investment manager.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
3/31/20193/31/2019Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board DavidCooksey 71 8/3/2011 2/1/2002
Non-Executive Director GregoryShenkman 8/3/2011 8/3/2011
Non-Executive Director HenryThornton 47 4/1/2005 4/1/2005
3 additional Officers and Directors records available in full report.

Business Names
Business Name
Establishment Investment Trust plc
ET
ET.

General Information
Outstanding Shares: 20,000,000 (As of 3/31/2019)
Shareholders: 5,281
Stock Exchange: LON
Fax Number: +44 1245398951


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Friday, July 21, 2023