Temple Bar Investment Trust

Name

Temple Bar Investment Trust

Legal name

Temple Bar Investment Trust plc

Website

https://templebarinvestments.co.uk

Company type

Public

Founded year

1926

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Investment Trust

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

akta.pro secondary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

• Value investing trust
• UK equity income
• Investment trust
• Portfolio management
• Capital growth

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Others

Revenue model

1. Investment Returns: The trust generates returns through dividends received from its portfolio of UK-listed equities and capital appreciation from investments. The portfolio managers actively manage the portfolio to maximize returns while maintaining the investment objective of growing income.
2. Premium/Discount Trading: As an investment trust trading on the London Stock Exchange, the trust can issue shares from treasury at a premium to NAV when the shares trade at a premium, generating additional capital.
3. Management Fees: A portion (60%) of the Company's management fee and expenses are charged to its capital account rather than to its revenue account, which has the effect of increasing income (which may be taxable) whilst reducing its capital to an equivalent extent.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Temple Bar Investment Trust PLC is a publicly listed UK investment trust that invests primarily in UK-listed equities using a disciplined value investing approach. Managed by Redwheel (RWC Asset Management LLP) since November 2020, it seeks to provide shareholders with growing income and long-term capital appreciation by identifying fundamentally sound businesses trading below their intrinsic value. Shares are traded on the London Stock Exchange under ticker TMPL.

Product overview

Temple Bar Investment Trust is a single, long-established investment trust product focused on UK equities using a value investing approach. The trust operates as a single investment vehicle (not a platform with multiple modules) managed by Redwheel since October/November 2020. The investment strategy focuses on identifying fundamentally sound businesses trading below intrinsic value, primarily invested in UK listed companies across sectors including energy (BP, Shell, TotalEnergies), financials (NatWest, Barclays), consumer discretionary, and communication services. Supplementary products include monthly factsheets, quarterly commentary, and annual reports that report on the single trust's performance and positioning.

Differentiator

Problem solved

Functional benefit

Products and services

• Temple Bar Investment Trust A UK-focused value-oriented investment trust investing primarily in UK listed equities across different sectors, aiming to provide shareholders with growing income and capital growth through a disciplined value investing approach.
• Monthly Factsheets Monthly performance reports providing portfolio details, attribution commentary, and market context for the Temple Bar Investment Trust portfolio.
• Annual Report

Quantifiable outcome

• 199.8% cumulative NAV return since October 2020 versus benchmark's 103.7%
• +4 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and general.

• Redwheel (RWC Asset Management LLP)coreTechnology or Integration · 1 October 2020Redwheel serves as the appointed portfolio manager to Temple Bar Investment Trust PLC. Portfolio managers Nick Purves and Ian Lance manage the trust's UK equity portfolio using a disciplined value investing approach. Redwheel is authorized and regulated by the UK Financial Conduct Authority and the US Securities and Exchange Commission.
• Frostrow Capital LLPcoreImplementation/ SI/ Consulting PartnerFrostrow Capital is an independent investment companies group and AIFM (Alternative Investment Fund Manager) for Temple Bar Investment Trust. They handle company secretarial, marketing, and administration services.
• Equiniti LimitedgeneralOthersEquiniti Limited provides share registration services including shareholder helpline (0371 384 2432), general registration helpline (0371 384 2030), and postal correspondence handling at Highdown House, Yeoman Way, Worthing, BN99 6DA.

Scale indicators12 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• JPMorgan Elect (managed growth/UK equity): UK-listed investment trust with significant UK large-cap equity exposure run by JPMorgan; comparable structure, distribution and income-driven shareholder base to Temple Bar.
• Personal Assets Trust: UK-listed investment trust operating a low-turnover, capital-preservation-oriented equity mandate; relevant peer given shared listed-investment-trust structure and long-term UK-platform investor base.
• Henderson Income Trust: UK-listed investment trust targeting a high and growing income from UK equities; competes head-to-head with Temple Bar for UK equity income retail flows.
• Schroder Income Growth Fund: UK-listed investment trust targeting income and growth from UK equities; directly comparable mandate, fee model and platform/ISA distribution to Temple Bar.
• JPMorgan Claverhouse Investment Trust: UK equity income investment trust with a focus on FTSE 100 dividend payers; directly comparable in strategy, structure and target investor base to Temple Bar.
• Merchants Trust: UK-listed investment trust investing primarily in large-cap UK equities for income and growth; overlaps materially with Temple Bar's mandate and platform eligibility profile.
• City of London Investment Trust: One of the longest-established UK equity income investment trusts; shares London's large-cap dividend-paying focus with Temple Bar and competes for the same income-investor segment.
• Alliance Witan: UK-listed investment trust combining UK and global equity exposure with a growth-and-income remit; competing peer for the broader UK equity income allocation.
• Murray Income Trust: UK-listed investment trust focused on UK equity income, with a similar income-plus-capital-growth mandate and comparable retail distribution via platforms and ISAs.
• Law Debenture Corporation: UK-listed investment trust with a long-standing value-oriented approach to UK equities, plus an independent professional services business; closely comparable structure and approach to Temple Bar.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/temple-bar-investment-trust-plc
• Xx.com/templebartrust

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Temple Bar Investment Trust