Aberforth Geared Value & Income Trust PLC — Investor Relations & Filings

Aberforth Geared Value & Income Trust PLC is an investment trust with a fixed life, planned to wind up on 30 June 2031. The trust's objective is to provide its Ordinary Shareholders with high total returns, including an attractive level of income. For its Zero Dividend Preference (ZDP) Shareholders, it aims to deliver a pre-determined final capital entitlement. To achieve its objective, the trust invests in a diversified portfolio of smaller companies, typically holding between 50 and 100 securities. The investment strategy employs a value-oriented approach, seeking to acquire shares in companies assessed to be trading below their intrinsic value. This process is based on fundamental financial analysis and regular engagement with the management of prospective and existing investments.