- Directors' minutes 1891-1984
- Register of stockholders and live accounts 1929-1972
- Closed accounts records 1935-1972
- Cash books 1929-1970
- Register of members and shareholders 1891-1906
- Register of stock holders and dead accounts 1929-1969
- Directors reports and chairman's speeches 1891-1968
- American journal 1924-1929
- General ledger 1897-1903
- Home journal 1928-1950
- Home ledgers 1903-1935
- Purchase and sales records 1935-1955
- Register of bonds and stocks 1903-1911
- Real estate ledger 1894-1926
- Investment register 1917-1959
- American dividend book 1949-1964
- Dead register 1966-1976
- Debenture stock records 1895-1980
- Cheques and documents 1968-1984
- Register of ordinary stock 1941-1972
Records of Investors Capital Trust Ltd, investment trust, Edinburgh, Scotland
Scope and Content
Administrative / Biographical History
The Investors' Mortgage Security Co Ltd was incorporated as a limited liability company in 1891 in Edinburgh, Scotland with a share capital of £500,000 and Sir John Guild as its first chairman. The company invested its member's money in stocks, shares and debentures and acted as an investment trust. The company invested in the American markets, especially in railroads, and appointed several agents there to manage their funds. By 1959 , the company had a capital of nearly £4 million and was managed by Ivory & Sime Ltd, investment trust managers, Edinburgh with who they shared their registered office.
In 1914 , the Second Investors' Mortgage Security Co Ltd was established, with shares being offered to the shareholders of the first company. This Second Investors' Mortgage Security Co Ltd entered into voluntary liquidation in 1965 at which point many of its assets and funds were transferred to the first company.
The Scottish Realisation Trust Ltd was established in 1928 as a wholly owned subsidiary company of Investors' Mortgage Security Co Ltd , sharing the same offices and with Sir John Guild as a director. This company purchased all mortgages and real estate held in the United States from the Investors' Mortgage Security Co Ltd at a cost of £248,000. This company specialised in investing in American mineral rights. In 1975 , the company's investment's were transferred back to the parent company and the Scottish Realisation Trust Ltd was wound up voluntarily in 1976 .
In 1974 , the Investors' Mortgage Security Co Ltd changed its name to Investors Capital Trust Ltd , becoming a public limited company, Investors Capital Trust plc , some time after 1984 . In 2003, the company was still trading with assets of over £400 million, with ISIS Asset Management plc , London, a successor company of Ivory & Sime Ltd , as their investment managers.
The material has been arranged into series as shown in the scope and content. Within series, items are generally arranged chronologically.
Conditions Governing Access
Permanent loan : via BACS : June 1986 :ACCN 0084
Other Finding Aids
The catalogue of Investment Capital Trust Ltd's records exists as part of the UGD 228 finding aid which also includes catalogues of companies owned by Ivory & Sime Ltd or in which they had an interest. A digital file level list is available searchroom.
Manual file list available at the National Registers of Archives in Edinburgh (NRA(S)1577, replaced by NRA(S)2764) and London (NRA21280)
Alternative Form Available
No known copies
Conditions Governing Use
Applications for permission to quote should be sent to the University Archivist
Reproduction subject to usual conditions: educational use & condition of documents
This material has been appraised in line with standard GB 248 procedures
Held by Ivory & Sime Ltd, investment trust managers, Edinburgh
No known publications using this material
This material is original
Compiled by David Powell, Hub Project Archivist, 15 January 2003
No alterations made to date