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Athelney TrustLSE:ATY 37 5-Year Yield-on-Cost % is 5.71 as of Jul. 28, 2026, which is 29% above its 10-year median of 4.41. GuruFocus rates LSE:ATY with a GF Score™ of 37/100. The stock has 1 warning sign investors should review. Among 1,113 Asset Management companies, Athelney Trust ranks worse than 56.87% on this metric.
Athelney Trust's yield on cost for the quarter that ended in Jun. 2026 was 5.71.
The historical rank and industry rank for Athelney Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:ATY'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.57 Med: 4.41 Max: 7.24
Current: 5.71
During the past 13 years, Athelney Trust's highest Yield on Cost was 7.24. The lowest was 2.57. And the median was 4.41.
LSE:ATY's 5-Year Yield-on-Cost % is ranked worse than 56.87% of 1113
companies
in the Asset Management industry
Industry Median: 6.5
vs LSE:ATY: 5.71
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Athelney Trust 5-Year Yield-on-Cost % Related Terms
LSE:ATY vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Athelney Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Athelney Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Athelney Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Athelney Trust's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Athelney Trust is calculated as
Athelney Trust (LSE:ATY) has a 5-Year Yield-on-Cost % of 5.71 as of Jul. 28, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Athelney Trust and its competitors. This is 29% above median its historical median of 4.41. Over the past decade, Athelney Trust's 5-Year Yield-on-Cost % has ranged from 2.57 to 7.24. According to the industry distribution chart, Athelney Trust ranks #633 out of 1113 companies in the Asset Management industry, placing it in the top 56.9%.
Is Athelney Trust's 5-Year Yield-on-Cost % too high?
Athelney Trust's current 5-Year Yield-on-Cost % of 5.71 is 29% above median its 10-year median of 4.41. Over the past 10 years, this metric has ranged from a low of 2.57 to a high of 7.24. The Asset Management industry median 5-Year Yield-on-Cost % is 6.50. Athelney Trust's value of 5.71 is 12.2% below this industry median. Based on the distribution chart, Athelney Trust ranks #633 out of 1113 companies in the Asset Management industry, which is below the industry midpoint. Overall, Athelney Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Athelney Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Athelney Trust ranks #633 out of 1113 companies for 5-Year Yield-on-Cost %. This places Athelney Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.50. Athelney Trust's value of 5.71 is 12.2% below this benchmark. Historically, Athelney Trust's own 5-Year Yield-on-Cost % has ranged from 2.57 to 7.24 over the past decade. While the company's 10-year median is 4.41 vs. the industry median of 6.50, Athelney Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.50, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Athelney Trust's current 5-Year Yield-on-Cost % of 5.71 is 12.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Athelney Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Athelney Trust's current 5-Year Yield-on-Cost % is 5.71, which is 29% above median its own 10-year median of 4.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Athelney Trust stock overvalued right now?
Athelney Trust (LSE:ATY) has a current 5-Year Yield-on-Cost % of 5.71. The current 5-Year Yield-on-Cost % is 5.71, which is 29% above median its 10-year median of 4.41 and 12.2% below the Asset Management industry median of 6.50. Athelney Trust's overall GF Score™ is 37/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Athelney Trust (LSE:ATY), the current 5-Year Yield-on-Cost % is 5.71 as of Jul. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Athelney Trust PLC is an investment trust. The investment objective of the Trust is to provide shareholders with prospects of long-term capital growth with the risks inherent in small-cap investment minimized through various industries and sectors. The company's portfolio includes investments in sectors, Media, Multiutilities, Property Commercial & Residential, Retail Services, Support Services, Technology Software Services, Food & Beverages, Food & Beverages, General Financial, Industrial Support Services, and Leisure Goods.
37GF Score
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