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Registered number: 04132122












POLUNIN CAPITAL PARTNERS LIMITED
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

 

POLUNIN CAPITAL PARTNERS LIMITED
 
COMPANY INFORMATION


Directors
J Garel-Jones 
A Singh Mehta 
D H H Polunin 
P G F Parsons 
A C Silver 




Registered number
04132122



Registered office
10 Cavalry Square

London

SW3 4RB




Independent auditor
Blick Rothenberg Audit LLP
Chartered Accountants & Statutory Auditor

16 Great Queen Street

Covent Garden

London

WC2B 5AH




Bankers
Bank of Scotland plc
33 Old Broad Street

London

EC2N 1HZ




Solicitors
Stephenson Harwood LLP
1 Finsbury Circus

London

EC2M 7SH





 

POLUNIN CAPITAL PARTNERS LIMITED
 
STRATEGIC REPORT
FOR THE YEAR ENDED 31 DECEMBER 2024



Business review
 
Polunin Capital Partners Limited (“the Company” or “the Firm”) provides investment management services in emerging market equities to institutional investors and is paid a management fee, based on assets under management, for providing these services. The results for the Company show a pre-tax profit of £21.5 million (2023: £14.8 million) on revenues of £39.1 million (2023: £35.1 million). The Company’s margins were boosted over the year by declining cost of sales, reduced exchange variances, and interest earned on capital reserves. 
As at 31 December 2024 the Company had fourteen client or fund mandates and managed assets of just over US $5,071 million. This represents a 13.4% increase compared to the previous year end. The more relevant 2024 average assets figure was $5,037 million, representing a 16.8% increase over the 2023 average of $4,313 million. Our AUM was boosted in 2024 by positive fund performance and net investor inflows of just under $100 million. Including the investors in our managed Funds the Company had approximately 174 investor relationships at year end.
2024 was for the most part a fairly challenging year for emerging markets, with stickiness on inflation in the developed world and a frustrating, incremental policy approach in China dominating the direction of returns. China’s non-existent recovery weighed heavily on emerging markets’ returns whilst global markets soared led by a resurgent US economy. The concentration risk within the MSCI EM benchmark, particularly the influence of Taiwan Semiconductor Manufacturing Co and Tencent, created short-term performance headwinds for our core Developing Countries Strategy but reinforced the strategy’s commitment to high active share and deep value principles. Despite periodic volatility, the strategy’s focus on under-researched, high-quality emerging markets stocks continued to generate long-term alpha opportunities. 
The Company has been managed from the outset with a very strong capital cushion to enable it to weather the inevitable periods of extreme volatility that can characterise emerging markets, as well as to continue investing for the future. 

Future outlook

The US stock market has had a bumpy ride since President Donald Trump’s election in November 2024. We started 2025 with markets continuing to be dominated by US exceptionalism, with the S&P 500 delivering back-to-back 20%+ returns and US equities commanding 75% of the MSCI World Index. However, US stocks have since shed trillions of dollars against the backdrop of back-and-forth announcements on tariffs and the growing fears of a US recession. 
By contrast, emerging markets especially China, remained deeply out of favour at the start of year, priced for continued decline. While comparisons to Japan’s stagnation persist, China’s 5% GDP growth, trade surplus, and coordinated fiscal and monetary stimulus suggest a different trajectory. Political risks remain, but we believe that investor apathy toward China may have reached an inflection point, evidenced by China’s FTSE 50 ETF outperforming the S&P 500 in 2024 for the first time since 2009. Given their already depressed valuations, emerging markets equities should be well positioned for asymmetrical upside in 2025.  
The Company will be launching a new International Value Strategy in the first quarter of 2025, concentrating primarily on global developed market companies outside North America. To date the Firm has been heavily exposed to the fortunes of emerging markets equity, both in good times as we have experienced, but also in bad times. The new strategy is being launched as a positive diversifier and leverages everything we have learnt about contrarian, value-based investing in emerging markets. The Board has assessed that launching this new strategy represents a small, low risk change that both the Company and our clients can accommodate with relative ease. Meanwhile the focus on our core emerging markets equity strategies will remain completely unaffected. 

Page 1

 

POLUNIN CAPITAL PARTNERS LIMITED

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024

Financial key performance indicators
 
The Company has never targeted growth or assets under management, preferring to cap our strategy sizes to ensure consistency and quality of performance. The following KPIs are considered important for the long-term sustainability of the business:
Client retention – the Firm considers its existing client base to be its most valuable asset, as it represents the key source of current revenue and potential for future growth.
Operational, regulatory efficiency and business continuity – the Firm’s clients have exceptionally high standards in terms of operational support, client reporting, firm governance and business continuity. Failures in any of these key indicators can have negative consequences for client retention.
Employee retention and satisfaction – the Firm operates in a highly competitive market for talent. Staff turnover is a key risk factor for clients and the Firm expends considerable resources both managing and motivating staff.
Macroeconomic and market risk – whilst the Firm retains a measure of control over the majority of its KPIs, it specialises in an asset class which is inordinately exposed to changes in global economic conditions. An assessment of current and prospective changes in the global economic outlook inevitably plays a significant role in business planning.
Cash flow and balance sheet planning – as a small Firm in a volatile asset class, long term success partly rests on the ability to ride out the cycle whilst continuing to invest for the future. The Firm has built up a significant excess of regulatory capital in order to sustain its business during periods of market vulnerability.

Principal risks and uncertainties
 
The Company provides investment services in a single asset class, Emerging Market Equities, and consequently the performance of the Company is to a great degree determined by the performance of emerging market equities in general.
Furthermore the Firm is reliant on its ability to both retain and diversify its customer base in order to maintain its revenues. The loss of any of its fourteen clients, or of a significant investor in any of its Funds, could impact sales materially.
The Company generates substantially all of its income in foreign currency, primarily US Dollars, whereas only a portion of its expenses are in US Dollars, the remainder being in pounds Sterling. In addition the Company may hold a substantial portion of its cash balances in foreign currencies at any one time, leading to potentially significant non-cash foreign exchange differences year to year.

Directors' statement of compliance with duty to promote the success of the Company
 
The Directors have managed the Company with regard to the long term from its inception in 2001. Since then the Firm has grown substantially, and with it the responsibilities of those charged with its management.


This report was approved by the board and signed on its behalf.





A C Silver
Director

Date: 10 April 2025

Page 2

 

POLUNIN CAPITAL PARTNERS LIMITED

DIRECTORS' REPORT
FOR THE YEAR ENDED 31 DECEMBER 2024

The Directors present their report and the financial statements for the year ended 31 December 2024.

Directors' responsibilities statement

The Directors are responsible for preparing the Strategic report, the Directors' report and the financial statements in accordance with applicable law and regulations.
 
Company law requires the Directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland'. Under company law the Directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and of the profit or loss of the Company for that period.

 In preparing these financial statements, the Directors are required to:


select suitable accounting policies for the Company's financial statements and then apply them consistently;

make judgments and accounting estimates that are reasonable and prudent;

state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Company will continue in business.

The Directors are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and to enable them to ensure that the financial statements comply with the Companies Act 2006They are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Directors' liability insurance and indemnity

The Company has arranged insurance cover in respect of legal action against its Directors. To the extent permitted by UK law, the Company also indemnifies the Directors.

A description of the Company's principal activities and future developments, its principal risks and uncertainties and its key performance indicators can be found in the Strategic Report.

Public disclosures

The Company has documented the disclosures required by the FCA under MIFIDPRU 8 and MIFIDPRU TP12. These are available on the Company's website.

Results and dividends

The profit for the year, after taxation, amounted to £16,269,050 (2023 -  £11,295,446).

Particulars of dividends paid are detailed in Note 8 to the accounts.

Page 3

 

POLUNIN CAPITAL PARTNERS LIMITED

DIRECTORS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024


Directors

The directors who served during the year were:

J Garel-Jones 
A Singh Mehta 
D H H Polunin 
P G F Parsons 
A C Silver 

Future developments

Information on future developments are included in the Strategic report.

Engagement with suppliers, customers and others

Information on engagement with suppliers, customers and others are included in the Strategic report.

Greenhouse gas emissions, energy consumption and energy efficiency action

In line with Streamlined Energy and Carbon Reporting (SECR) requirements we have reported on the underlying energy use of the Company during the financial year. The majority of purchased electricity is required for heating or cooling in the office, lighting and the use of computers. Until 14th April 2024 we were not able to measure the Firm’s precise electricity usage as under the terms of our lease our London offices were apportioned a GBP value share of the overall electricity bill of the wider estate in which we are based. Our landlord arranged for an electricity smart meter to be installed in our office building during the year, and we have had better transparency to our actual energy usage since 15th April 2024.  Our landlord continues to purchase electricity for the estate under a bulk purchase agreement that runs for a number of years, and has purchased green energy in its last three tenders.
No gas or transport fuel is used or purchased by our firm, as such no associated figures have been reported below. 

Energy Consumption
2024
2023
Electricity (kWh)
46,233
53,635



Greenhouse Gas Emissions


Electricity (tCO2e)
10.25
11.88



Intensity Ratios


tCO2e pear head
0.60
0.70
tCO2e per £1,000 turnover
0.00026
0.00034
kWh per head
2,719.59
3,155.02
kWh per £1,000 turnover
1.18243
0.34339


Methodology
All conversion factors that have been used are taken from the relevant 2024/2023 UK Government GHG Conversion Factors for Company Reporting document. Electricity is bought in a blended package and our electricity usage to 14 April 2024 was not individually metered, so our energy consumption and emissions have been estimated using the average daily kWh used by the Company in the metered period from 15 April 2024 to 13 February 2025.



Page 4

 

POLUNIN CAPITAL PARTNERS LIMITED

DIRECTORS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024

Disclosure of information to auditor

Each of the persons who are directors at the time when this Directors' report is approved has confirmed that:
 
so far as the director is aware, there is no relevant audit information of which the Company's auditor is unaware, and

the director has taken all the steps that ought to have been taken as a director in order to be aware of any relevant audit information and to establish that the Company's auditor is aware of that information.

Post balance sheet events

There have been no significant events affecting the Company since the year end.

Auditor

The auditor, Blick Rothenberg Audit LLPwill be proposed for reappointment in accordance with section 485 of the Companies Act 2006.

This report was approved by the board and signed on its behalf.
 





A C Silver
Director

Date: 10 April 2025

Page 5

 

POLUNIN CAPITAL PARTNERS LIMITED

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF POLUNIN CAPITAL PARTNERS LIMITED
 FOR THE YEAR ENDED 31 DECEMBER 2024

Opinion

We have audited the financial statements of Polunin Capital Partners Limited (the 'Company') for the year ended 31 December 2024, which comprise the Statement of comprehensive income, the Balance sheet, the Statement of cash flows, the Statement of changes in equity and the related notes, including a summary of significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the Company's affairs as at 31 December 2024 and of its profit for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the Company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the Annual Report other than the financial statements and our Auditor's report thereon. The directors are responsible for the other information contained within the Annual ReportOur opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Page 6

 

POLUNIN CAPITAL PARTNERS LIMITED

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF POLUNIN CAPITAL PARTNERS LIMITED (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024

Opinion on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Strategic report and the Directors' report for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the Strategic report and the Directors' report have been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Strategic report or the Directors' report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of directors' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit.

Responsibilities of directors

As explained more fully in the Directors' responsibilities statement set out on page 3, the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the directors are responsible for assessing the Company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the Company or to cease operations, or have no realistic alternative but to do so.

Page 7

 

POLUNIN CAPITAL PARTNERS LIMITED

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF POLUNIN CAPITAL PARTNERS LIMITED (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditor's report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

We identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and then design and perform audit procedures responsive to those risks, including obtaining audit evidence that is sufficient and appropriate to provide a basis for our opinion.
In identifying and assessing risks of material misstatement in respect of irregularities, including fraud, and non compliance with laws and regulations, our procedures included the following: enquiring of management concerning the Company’s policies with regards identifying, evaluating and complying with laws and regulations and whether they were aware of any instances of non-compliance; enquiring of management concerning the Company’s policies detecting and responding to the risks of fraud and whether they have knowledge of any actual, suspected or alleged fraud; enquiring of management concerning the Company’s policies in relation to the internal controls established to mitigate risks related to fraud or non-compliance with laws and regulations; discussing among the engagement team where fraud might occur in the financial statements and any potential
indicators of fraud; and obtaining an understanding of the legal and regulatory framework that the Company operates in and focusing on those laws and regulations that had a direct effect on the financial statements or that had a fundamental effect on the operations of the Company. The key laws and regulations we considered in this context included the UK Companies Act 2006, the Financial Services and Markets Act 2000 and applicable tax legislation.
One particular focus area was the risk of fraud through management override of controls. Our procedures to respond to risks identified included the following: performing analytical procedures to identify any unusual or unexpected relationships that may indicate risks of material misstatement due to fraud; reviewing the bank statements of the Company for evidence of any large or unusual activity which may be indicative of fraud; enquiring of management in relation to any potential litigation and claims; and testing the appropriateness of journal entries and other adjustments.
Another focus area was non-compliance with the rules of the Financial Conduct Authority (‘the FCA’). The Company was authorised and regulated by the FCA throughout the period. Our procedures to respond to risks identified included the following: reviewing correspondence between the Company and the FCA, performing analytical review to detect receipts of client money and remaining alert to the possibility of accidental receipt of client monies; and discussion of regulatory matters with the appointed officers of the Company.
There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.
Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditor's report.

Page 8

 

POLUNIN CAPITAL PARTNERS LIMITED

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF POLUNIN CAPITAL PARTNERS LIMITED (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2024

Use of our report

This report is made solely to the Company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006Our audit work has been undertaken so that we might state to the Company's members those matters we are required to state to them in an Auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Company and the Company's members, as a body, for our audit work, for this report, or for the opinions we have formed.





Richard Hinton (Senior statutory auditor)
for and on behalf of
Blick Rothenberg Audit LLP
Chartered Accountants
Statutory Auditor
16 Great Queen Street
Covent Garden
London
WC2B 5AH

10 April 2025
Page 9

 

POLUNIN CAPITAL PARTNERS LIMITED
 
STATEMENT OF COMPREHENSIVE INCOME
FOR THE YEAR ENDED 31 DECEMBER 2024

2024
2023
Note
£
£

  

Turnover
 3 
39,099,952
35,141,863

Cost of sales
  
(3,353,513)
(3,672,969)

Gross profit
  
35,746,439
31,468,894

Administrative expenses
  
(15,200,586)
(15,877,022)

(Losses)/gains in relation to foreign exchange
  
(155,462)
(1,047,627)

Operating profit
 4 
20,390,391
14,544,245

Interest receivable and similar income
  
1,246,845
306,838

Profit before tax
  
21,637,236
14,851,083

Tax on profit
 7 
(5,368,186)
(3,555,637)

Profit for the financial year
  
16,269,050
11,295,446

There were no recognised gains and losses for 2024 or 2023 other than those included in the statement of comprehensive income.

There was no other comprehensive income for 2024 (2023:£NIL).

The notes on pages 14 to 26 form part of these financial statements.

Page 10


 
REGISTERED NUMBER:04132122
POLUNIN CAPITAL PARTNERS LIMITED

BALANCE SHEET
AS AT 31 DECEMBER 2024

2024
2023
Note
£
£

Fixed assets
  

Intangible assets
 9 
2,117,263
1,849,708

Tangible fixed assets
 10 
11,564
31,816

Investments
 11 
1
1

  
2,128,828
1,881,525

Current assets
  

Debtors: amounts falling due within one year
 12 
10,794,573
9,691,612

Bank and cash balances
  
30,543,065
26,061,648

  
41,337,638
35,753,260

Creditors: amounts falling due within one year
 13 
(7,002,348)
(7,072,330)

Net current assets
  
 
 
34,335,290
 
 
28,680,930

Total assets less current liabilities
  
36,464,118
30,562,455

Provisions for liabilities
  

Deferred tax
 14 
(229,743)
(139,520)

  
 
 
(229,743)
 
 
(139,520)

Net assets
  
36,234,375
30,422,935


Capital and reserves
  

Called up share capital 
 15 
5,938
5,938

Share premium account
  
1,199,063
1,199,063

Other reserves
 17 
5,812,654
4,856,446

Profit and loss account
  
29,216,720
24,361,488

  
36,234,375
30,422,935


The financial statements were approved and authorised for issue by the board and were signed on its behalf on 10 April 2025.




A C Silver
Director

The notes on pages 14 to 26 form part of these financial statements.

Page 11

 

POLUNIN CAPITAL PARTNERS LIMITED

STATEMENT OF CHANGES IN EQUITY
FOR THE YEAR ENDED 31 DECEMBER 2024


Called up share capital
Share premium account
Capital contribution
Profit and loss account
Total equity

£
£
£
£
£


At 1 January 2023
5,938
1,199,063
3,508,446
31,494,789
36,208,236



Profit for the year
-
-
-
11,295,446
11,295,446
Total comprehensive income for the year
-
-
-
11,295,446
11,295,446

Dividends: Equity capital
-
-
-
(18,428,747)
(18,428,747)

Share based payment expense
-
-
1,348,000
-
1,348,000


Total transactions with owners
-
-
1,348,000
(18,428,747)
(17,080,747)



At 1 January 2024
5,938
1,199,063
4,856,446
24,361,488
30,422,935



Profit for the year
-
-
-
16,269,050
16,269,050
Total comprehensive income for the year
-
-
-
16,269,050
16,269,050

Dividends: Equity capital
-
-
-
(11,413,818)
(11,413,818)

Share based payment repurchase
-
-
(175,705)
-
(175,705)

Share based payment expense
-
-
1,131,913
-
1,131,913


Total transactions with owners
-
-
956,208
(11,413,818)
(10,457,610)


At 31 December 2024
5,938
1,199,063
5,812,654
29,216,720
36,234,375


The notes on pages 14 to 26 form part of these financial statements.

Page 12

 

POLUNIN CAPITAL PARTNERS LIMITED

STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 DECEMBER 2024

2024
2023
£
£

Cash flows from operating activities

Profit for the financial year
16,269,050
11,295,446

Adjustments for:

Amortisation of intangible assets
475,382
156,620

Depreciation of tangible assets
21,936
31,031

Interest receivable
(1,246,845)
(306,838)

Taxation charge
5,368,186
3,555,637

(Increase)/decrease in debtors
(1,792,183)
565,899

Increase/(decrease) in creditors
103,376
(95,468)

(Decrease)/increase in amounts owed to groups
(173,358)
530,313

Corporation tax (paid)
(4,588,741)
(4,998,917)

Foreign exchange
155,462
-

Share Based payment expense
956,208
1,348,000

Net cash generated from operating activities

15,548,473
12,081,723


Cash flows from investing activities

Purchase of intangible fixed assets
(742,937)
(782,846)

Purchase of tangible fixed assets
(1,684)
(23,500)

Interest received
1,246,845
306,838

Net cash from investing activities

502,224
(499,508)

Cash flows from financing activities

Dividends paid
(11,413,818)
(18,428,747)

Net cash used in financing activities
(11,413,818)
(18,428,747)

Net increase/(decrease) in cash and cash equivalents
4,636,879
(6,846,532)

Cash and cash equivalents at beginning of year
26,061,648
32,908,180

Foreign exchange gains and losses
(155,462)
-

Cash and cash equivalents at the end of year
30,543,065
26,061,648


Cash and cash equivalents at the end of year comprise:

Cash at bank and in hand
30,543,065
26,061,648

30,543,065
26,061,648


Page 13

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

1.


General information

Polunin Capital Partners Limited is a private limited company incorporated in the UK.
The Company's registered address is 10 Cavalry Square, London, SW3 4RB.

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006.

The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires management to exercise judgment in applying the Company's accounting policies.

Management are also required to exercise judgement in applying the company's accounting policies. Due to the straightforward nature of the business management consider that no critical judgements have been made in applying the company's accounting policies.

 
2.2

Going concern

After making enquiries, the directors consider that the company has adequate resources to continue operating for the foreseeable future. Accordingly, the directors continue to adopt the going concern basis in preparing the annual report and financial statements.

  
2.3

Revenue

Revenue comprises fund management advisory fees during the year, exclusive of value added tax.
Management fees are recognised as they accrue across the year. Performance fees are only
recognised on crystallisation.

 
2.4

Intangible assets

Intangible assets are initially recognised at cost. After recognition, under the cost model, intangible assets are measured at cost less any accumulated amortisation and any accumulated impairment losses.

Development costs are capitalised and an intangile asset is recognised when the following conditions are met:
i.It can be demonstrated that the intangible asset will generate probable future economic benefits; and
ii.the cost of the intangible asset can be reliably measured.

All intangible assets are considered to have a finite useful life. If a reliable estimate of the useful life cannot be made, the useful life shall not exceed ten years.

 The estimated useful life of IT Systems Development Costs is 5 years.


Page 14

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.5

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight-line method.

The estimated useful lives range as follows:

Long-term leasehold property
-
over the term of the lease
Fixtures and fittings
-
2 years
Office equipment
-
2 years

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.6

Operating leases

Rentals paid under operating leases are charged to profit or loss on a straight-line basis over the lease term.

Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight-line basis over the lease term, unless another systematic basis is representative of the time pattern of the lessee's benefit from the use of the leased asset.

 
2.7

Valuation of investments

Investments in subsidiaries are measured at cost less accumulated impairment.

 
2.8

Financial instruments

The Company has elected to apply the provisions of Section 11 “Basic Financial Instruments” of FRS 102 to all of its financial instruments.

The Company has elected to apply the recognition and measurement provisions of IFRS 9 Financial Instruments (as adopted by the UK Endorsement Board) with the disclosure requirements of Sections 11 and 12 and the other presentation requirements of FRS 102.

Financial instruments are recognised in the Company's Balance sheet when the Company becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include trade and other debtors, cash and bank balances, are initially measured at their transaction price adjusted for transaction costs (except in the initial measurement
Page 15

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.8
Financial instruments (continued)

of financial assets that are subsequently measured at fair value through profit and loss) and are subsequently carried at their amortised cost using the effective interest method, less any provision for impairment, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest.

Discounting is omitted where the effect of discounting is immaterial. The Company's cash and cash equivalents, trade and most other debtors due with the operating cycle fall into this category of financial instruments.

Other financial assets

Other financial assets, which includes investments in equity instruments which are not classified as subsidiaries, associates or joint ventures, are initially measured at fair value, which is normally the recognised transaction price. Such assets are subsequently measured at fair value with the changes in fair value being recognised in the profit or loss. Where other financial assets are not publicly traded, hence their fair value cannot be measured reliably, they are measured at cost less impairment.

Impairment of financial assets

At the end of each reporting period financial assets measured at amortised cost are assessed for objective evidence of impairment. If an asset is impaired the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in profit or loss. 

Financial assets are impaired when events, subsequent to their initial recognition, indicate the estimated future cash flows derived from the financial asset(s) have been adversely impacted. The impairment loss will be the difference between the current carrying amount and the present value of the future cash flows at the asset(s) original effective interest rate.

If there is a favourable change in relation to the events surrounding the impairment loss then the impairment can be reviewed for possible reversal. The reversal will not cause the current carrying amount to exceed the original carrying amount had the impairment not been recognised. The impairment reversal is recognised in the profit or loss.

Financial liabilities

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Company after the deduction of all its liabilities.

Basic financial liabilities, which include trade and other creditors, bank loans and other loans are initially measured at their transaction price (adjusting for transaction costs except in the initial measurement of financial liabilities that are subsequently measured at fair value through profit and loss). When this constitutes a financing transaction, whereby the debt instrument is measured at the present value of the future payments discounted at a market rate of interest, discounting is omitted where the effect of discounting is immaterial.

Debt instruments are subsequently carried at their amortised cost using the effective interest rate method.

Trade creditors are obligations to pay for goods and services that have been acquired in the ordinary course of business from suppliers. Trade creditors are classified as current liabilities if the payment is due within one year. If not, they represent non-current liabilities. Trade creditors are initially
Page 16

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.8
Financial instruments (continued)

recognised at their transaction price and subsequently are measured at amortised cost using the effective interest method. Discounting is omitted where the effect of discounting is immaterial.

Other financial instruments

Derivatives, including forward exchange contracts, futures contracts and interest rate swaps, are not classified as basic financial instruments. These are initially recognised at fair value on the date the derivative contract is entered into, with costs being charged to the profit or loss. They are subsequently measured at fair value with changes in the profit or loss.

Debt instruments that do not meet the conditions as set out in FRS 102 paragraph 11.9 are subsequently measured at fair value through the profit or loss. This recognition and measurement would also apply to financial instruments where the performance is evaluated on a fair value basis as with a documented risk management or investment strategy.

Derecognition of financial instruments

Derecognition of financial assets

Financial assets are derecognised when their contractual right to future cash flow expire, or are settled, or when the Company transfers the asset and substantially all the risks and rewards of ownership to another party. If significant risks and rewards of ownership are retained after the transfer to another party, then the Company will continue to recognise the value of the portion of the risks and rewards retained.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Company's contractual obligations expire or are discharged or cancelled.

 
2.9

Foreign currency translation

Functional and presentation currency

The Company's functional and presentational currency is GBP.

Transactions and balances

Foreign currency transactions are translated into the functional currency using the spot exchange rates at the date of the relevant transactions.

At each period end foreign currency monetary items are translated using the closing rate. Non-monetary items measured at historical cost are translated using the exchange rate at the date of the transaction and non-monetary items measured at fair value are measured using the exchange rate when fair value was determined.

 
2.10

Dividends

Equity dividends are recognised when they become legally payable. Interim equity dividends are recognised when paid. Final equity dividends are recognised when approved by the shareholders at an annual general meeting.

Page 17

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.11

Share-based payments

Where shares are awarded to employees, the grant date fair value of these equity -settled awards is recognised within the Statement of comprehensive income as an expense, with a corresponding increase in Other Reserves within the Balance Sheet when the shares are issued.
 
The cost of the non-voting preference shares issued to employees is measured by reference to the fair value of the preference shares at the date they are issued using an appropriate pricing model. 

 
2.12

Current and deferred taxation

The tax expense for the year comprises current and deferred tax. Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the Company operates and generates income.

Deferred tax balances are recognised in respect of all timing differences that have originated but not reversed by the balance sheet date, except that:
The recognition of deferred tax assets is limited to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits; and
Any deferred tax balances are reversed if and when all conditions for retaining associated tax allowances have been met.

Deferred tax balances are not recognised in respect of permanent differences except in respect of business combinations, when deferred tax is recognised on the differences between the fair values of assets acquired and the future tax deductions available for them and the differences between the fair values of liabilities acquired and the amount that will be assessed for tax. Deferred tax is determined using tax rates and laws that have been enacted or substantively enacted by the balance sheet date.


 
2.13

Pensions

Defined contribution pension plan

The Company operates defined contribution plans for its employees. A defined contribution plan is a pension plan under which the Company pays fixed contributions into a separate entity. Once the contributions have been paid the Company has no further payment obligations.

The contributions are recognised as an expense in profit or loss when they fall due. Amounts not paid are shown in accruals as a liability in the Balance sheet. The assets of the plan are held separately from the Company in independently administered funds.

Page 18

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

3.


Turnover

Analysis of turnover by country of destination:

2024
2023
£
£

United Kingdom
-
-

Rest of Europe
2,213,910
2,669,089

Rest of the world
36,886,042
32,472,774

39,099,952
35,141,863



4.


Operating profit

The operating profit is stated after charging:

2024
2023
£
£

Fees Payable to the Company's auditor for the audit of the Company's 
annual accounts
39,600
26,000

Fees payable to the Company's auditor in relation to accounting and other related services
49,074
43,595

Other operating lease rentals
236,531
223,724

Depreciation of tangible fixed assets
21,936
31,031

Amortisation of intangible fixed assets
475,382
156,620

Page 19

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

5.


Employees

Staff costs were as follows:


2024
2023
£
£

Wages and salaries
6,618,903
6,879,783

Social security costs
847,221
694,243

Cost of defined contribution scheme
123,421
112,844

7,589,545
7,686,870


The average monthly number of employees, including the directors, during the year was as follows:


        2024
        2023
            No.
            No.







Management
4
4



Professional staff
13
12

17
16


6.


Directors' remuneration

2024
2023
£
£

Directors' emoluments
2,933,831
3,247,812

Company contributions to defined contribution pension schemes
22,050
18,398

2,955,881
3,266,210


During the year retirement benefits were accrued to 4 directors (2023 - 4) in respect of defined contribution pension schemes.

The highest paid director received remuneration of £950,000 (2023 - £744,750).

The value of the Company's contributions paid to a defined contribution pension scheme in respect of the highest paid director amounted to £3,600 (2023 - £3,600).

Included in directors' emoluments is a total expense for share-based payments of £201,823 (2023: £280,014).

Page 20

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

7.


Taxation


2024
2023
£
£

Corporation tax


Current tax on profits for the year
5,277,963
3,475,975


Total current tax
5,277,963
3,475,975

Deferred tax


Origination and reversal of timing differences
90,223
79,662

Total deferred tax
90,223
79,662


Taxation on profit on ordinary activities
5,368,186
3,555,637

Factors affecting tax charge for the year

The tax assessed for the year was the same as (2023 - lower than) the standard rate of corporation tax in the UK of 25% (2023 - 23.5%). The differences are explained below:

2024
2023
£
£


Profit on ordinary activities before tax
21,637,236
14,851,083


Profit on ordinary activities multiplied by standard rate of corporation tax in the UK of 25% (2023 - 23.5%)
5,409,309
3,490,005

Effects of:


Expenses not deductible for tax purposes
2,000
13,534

Adjustments to tax charge in respect of prior periods
-
66,120

Other differences leading to an increase (decrease) in the tax charge
(43,123)
(14,022)

Total tax charge for the year
5,368,186
3,555,637


8.


Dividends

2024
2023
£
£


Dividends paid on equity capital
11,413,818
18,428,747

Page 21

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

9.


Intangible assets




Development expenditure

£



Cost


At 1 January 2024
2,006,328


Additions - internal
742,937



At 31 December 2024

2,749,265



Amortisation


At 1 January 2024
156,620


Charge for the year on owned assets
475,382



At 31 December 2024

632,002



Net book value



At 31 December 2024
2,117,263



At 31 December 2023
1,849,708


IT systems development costs relate to proprietary operational IT systems used in the provision of investment management services.


Page 22

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

10.


Tangible fixed assets





Leasehold improvements
Fixtures and fittings
Office equipment
Total

£
£
£
£



Cost


At 1 January 2024
119,077
128,578
540,137
787,792


Additions
-
-
1,684
1,684



At 31 December 2024

119,077
128,578
541,821
789,476



Depreciation


At 1 January 2024
119,077
103,732
533,167
755,976


Charge for the year on owned assets
-
15,034
6,902
21,936



At 31 December 2024

119,077
118,766
540,069
777,912



Net book value



At 31 December 2024
-
9,812
1,752
11,564



At 31 December 2023
-
24,846
6,970
31,816


11.


Fixed asset investments





Investments in subsidiary companies

£



Cost


At 1 January 2024
1



At 31 December 2024
1




The Company has the following active subsidiary undertakings: PCP Management (EM Small Cap), LLC and PCP Management (Developing Countries), LLC. Both entities are 100% owned and are incorporated in the USA with Bermuda permit company status. Their principal activity is that of investment management. The Company has the following dormant subsidiary undertaking: PCP Management (China A Value), LLC whose principal activity is expected to be  investment management.
The Company has taken advantage of sections 402 and 405(2) of the Companies Act 2006 to exclude the results of its subsidiary undertakings from consolidation.


Page 23

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

12.


Debtors

2024
2023
£
£


Trade debtors
-
226,753

Amounts owed by group undertakings
137,455
137,225

Other debtors
564,179
1,251,503

Prepayments and accrued income
10,092,939
8,076,131

10,794,573
9,691,612



13.


Creditors: Amounts falling due within one year

2024
2023
£
£

Trade creditors
35,848
134,255

Amounts owed to group undertakings
1,319,248
1,492,606

Other taxation and social security
624,194
450,970

Other creditors
908,394
963,675

Accruals and deferred income
4,114,664
4,030,824

7,002,348
7,072,330



14.


Deferred taxation




2024
2023


£

£






At beginning of year
(139,520)
(59,858)


Charged to profit or loss
(90,223)
(79,662)



At end of year
(229,743)
(139,520)

The provision for deferred taxation is made up as follows:

2024
2023
£
£


Timing differences on fixed assets
(531,876)
(509,073)

Other timing differences
302,133
369,553

(229,743)
(139,520)

Page 24

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

15.


Share capital

2024
2023
£
£
Allotted, called up and fully paid



593,800 (2023 - 593,800) Ordinary shares of £0.01 each
5,938
5,938

The share premium of the company of £1,199,063 (2023: £1,199,063) is the result of an issue of 95,750 ordinary shares at £12.80 per share in July 2001.


16.


Analysis of net debt




At 1 January 2024
Cash flows
At 31 December 2024
£

£

£

Cash at bank and in hand

26,061,648

4,481,417

30,543,065


26,061,648
4,481,417
30,543,065


17.


Share-based payments

Employees of the Company were granted awards under a group share award scheme ("the Scheme") operated by the Company's parent company, Polunin Capital Partners Pte Ltd. 
The awards granted under the Scheme entitle the employee to receive fully-paid non-redeemable preference shares in the parent company. The fair value of the preference shares granted is derived from market prices of similar quoted companies, discounted for liquidity and rights restrictions on the preference shares.
The share based payment charge recognised during the year was:

2024
2023
£
£
Equity instruments issued by the Company's parent

1,131,913

1,445,813
 


18.


Pension commitments

The Company operates a Small Self-Administered Scheme for the Company's founders and a workplace pension scheme for other employees. Both schemes are accounted for as defined contribution pension schemes. The assets of the schemes are held separately from those of the Company in independently administered funds. The pension cost charge represents contributions payable by the Company to the respective schemes and amounted to £123,421 (2023: £112,844). Contributions totalling £35,700 (2023: £46,903) were payable to the schemes at the balance sheet date and are included in accruals and deferred income.

Page 25

 

POLUNIN CAPITAL PARTNERS LIMITED

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024

19.


Commitments under operating leases

At 31 December 2024 the Company had future minimum lease payments due under non-cancellable operating leases for each of the following periods:

2024
2023
£
£


Not later than 1 year
244,212
234,291

Later than 1 year and not later than 5 years
61,528
522,759

305,740
757,050


20.


Related party transactions

During the year the Company paid dividends of £11,413,818 (2023: £18,428,747) to Polunin Capital Partners Pte Ltd, its parent company. 
The Company was also charged service fees of £4,367,333 (2023: £4,013,345) by Polunin Capital Partners Pte Ltd. The balance due to this entity was £1,300,256 (2023: £1,492,606) at the year end.
The Company charged management fees of £7,334,317 (2023: £6,521,801) to PCP Management (EM Small Cap) LLC, a subsidiary company. Included in accrued income is £1,890,156 (2023: £1,713,625) due from this entity at the year end.
The Company charged management fees of £14,516,665 (2023: £14,046,894) to PCP Management (Developing Countries) LLC, a subsidiary company. Included in accrued income is £3,863,418 (2023: £3,372,568) due from this entity at the year end.


21.


Controlling party

The immediate and ultimate controlling party is Polunin Capital Partners Pte Ltd, a company incorporated in Singapore.

Page 26