By BEN SEAGER-SCOTT 13/01/2012
Get ‘em while they’re hot!
I recently met some of the investment management team at ISIS to find out more about their top-up offer which will be launching very shortly for the following four VCTs rated 5 stars:
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These VCTs are very popular with investors, and due to the small size of these top-ups, l think they will be filled very quickly. Investors will have the choice of allocating equally across all of the VCTs in the offer, or picking and choosing between them, subject to a minimum investment level.
The investment management team is one of the most experienced and highly regarded teams in the industry; it is well resourced and makes use of a proprietary ‘origination’ system which monitors deal flows and identifies potential opportunities. They also carry out extensive due diligence on investee companies and a superior level of on-going monitoring, in my opinion.
The four VCTs in the offer tend to co-invest and so have a high degree of overlap in their underlying portfolios. Qualifying investee companies include both unquoted companies and companies listed on AIM which is the junior listing to the main London Stock Exchange listing and specifically designed for small companies (as it has less onerous reporting and operating requirements).
Baronsmead VCTs have a strong track record of making solid deals and providing good returns to investors. I am confident in the in the investment management team’s ability to identify and execute good deals, although past performance is no guide to future performance.
Following our own due diligence and meetings with the investment management of the Baronsmead VCTs, I believe this top-up offer warrants our highest rating- it is therefore rated 5 stars.
For more information on how to invest call us on 020 7189 9999.
Venture Capital Trusts should be regarded as higher risk investments. They are only suitable for experienced investors who are UK resident for tax purposes, who can tolerate higher risk and have a time horizon greater than five years. This article should not be regarded as advice or a personal recommendation to invest.
If you have any doubts as to the suitability of VCTs, you should seek professional advice. Levels and bases of taxation can change; the availability of tax reliefs will depend upon individual circumstances. Past performance should not be seen as an indication of future returns. The value of investments and the income derived from them can go down as well as up.