ShareValue scores for INV.LSE: Valuation 51, Quality 45, Growth 28, Health 44.

INV.LSE
LSE

The Investment Company plc

£0.75(0.00%)
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Sentiment

Verdicts

Rating

Trap Risk

Return

5% to 15%
Valuation
51
Fair Value
Price vs Value
Quality
45
Moderate
Business Strength
Growth
28
Weak
Revenue & Earnings
Health
44
Moderate
Financial Stability
Momentum
67
Bullish
Price Trend

Company Details

About

The Investment Company plc is a small registered, self-managed closed-ended balanced fund. The fund invests in the public equity and fixed income markets across the United Kingdom. It primarily invests in a portfolio of equities, preference shares, loans, stocks, and long-term debentures. The fund is managed by Chelverton Asset Management Limited. It invests in the public equity and fixed income markets of the United Kingdom. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in dividend paying growth stocks of companies across all market capitalizations, with a bias towards small cap companies. The fund also invests in loan stocks, debentures, convertibles, and other related instruments. It employs fundamental analysis with a bottom-up security selection approach, focusing on such factors as yield, growth prospects, market positions, caliber of management, risk, and cash resources to create its portfolio. The Investment Company plc was formed in 1868 and is domiciled in the United Kingdom. Address: 11 George Street, Bath, United Kingdom, BA 1 2EH

Score Analysis

AI Investment Thesis

Data as of:Aug 7, 2026
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Last calculated:Aug 7, 2026