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VCT Performance & Discounts

Please take into account the following when comparing VCT performance.

  • VCT performance can be erratic from period to period depending on the timing of realisations and flotations
  • Some VCTs have different policies on the revalution of investments. Returns available to shareholders and Net Asset Value Returns are shown below, which can be a more reliable indicator of manager performance.
  • NAV returns are based on the latest published accounts.
  • IRR figures are only calculated for VCTs with at least 3 years of data.
  • Venture Capital Trusts should be regarded as higher risk investments. They are only suitable for UK resident taxpayers who can tolerate higher risk and have a time horizon of greater than five years. Past performance is not an indication of future performance. Share values and income from them may go down as well as up and you may not get back the amount originally invested. Owing to the nature of their underlying assets, VCT's are highly illiquid. Investors should be aware that they may have difficulty, or be unable to realise their shares at levels close to that that reflect the value of the underlying assets. Tax levels and reliefs may change and the availability of tax reliefs will depend on individual circumstances. You should only subscribe for new VCT shares on the basis of the relevant prospectus and must carefully consider the risk warnings contained in that prospectus.
  04/05 05/06 06/07 07/08 08/09 3 Yrs 5 Yrs Since Launch
ACUITY VCT 3 -4% -27% -21% -22% -69% -81% -87% -71%
ALBION DEVELOPMENT VCT 8% -1% -5% 10% 6% 11% 19% 42%
ALBION DEVELOPMENT VCT D – – – 0% 1% – – 0%
ALBION ENTERPRISE VCT – -29% 9% 8% -1% 17% – -14%
ALBION INCOME & GROWTH VCT -7% -29% -10% 37% 1% 25% -18% -24%
ALBION PRIME VCT 7% -29% -1% 23% -2% 19% -9% 155%
ALBION TECHNOLOGY & GENERAL VCT 11% -17% 4% 19% 2% 27% 18% 72%
ALBION VCT -3% -30% 18% 4% 10% 35% -8% –
AMATI VCT -3% -36% 33% 28% -15% 45% -10% 19%
AMATI VCT 2 (ORD 5P) -12% -58% 16% 24% 15% 65% -39% -56%
ARTEMIS VCT -10% -21% 13% 8% -4% 17% -16% -33%
BARONSMEAD VCT 14% -27% 11% 18% 7% 39% 16% –
BARONSMEAD VCT 2 0% -14% 9% 17% 8% 38% 18% –
BARONSMEAD VCT 3 4% -16% 10% 13% 9% 36% 18% 73%
BARONSMEAD VCT 4 9% -17% 5% 13% 9% 29% 17% 46%
BARONSMEAD VCT 5 -3% -22% 14% 1% -10% 3% -22% -20%
BEDFORD ROW VCT -25% -53% -64% -28% -22% -80% -93% -91%
BRITISH SMALLER COMPANIES VCT 8% -10% 3% 22% 30% 64% 59% 140%
BRITISH SMALLER COMPANIES VCT 2 -15% 21% 32% 15% 4% 57% 60% -2%
CHRYSALIS VCT 17% -5% -25% 9% 4% -16% -6% –
CORE VCT -19% -35% -6% 24% 0% 16% -39% -39%
CORE VCT 4 – -30% -5% -26% 8% -24% – -53%
CORE VCT 5 – -20% -17% -16% 11% -22% – -41%
CORE VCT B – – – – -48% – – 275%
CROWN PLACE VCT 26% -30% 15% 13% 3% 34% 18% -24%
DOWNING ABSOLUTE INCOME VCT 1 1% 5% -31% 27% 3% -10% -5% 73%
DOWNING ABSOLUTE INCOME VCT 2 – – – – -7% – – 1%
DOWNING ABSOLUTE INCOME VCT 2 A – – – – 0% – – –
DOWNING DISTRIBUTION VCT 1 -7% -56% -6% 54% -16% 22% -51% -38%
DOWNING INCOME VCT 3 -4% -46% -29% 76% -15% 6% -45% -5%
DOWNING INCOME VCT 3 D – -11% -3% 10% -6% 0% – -16%
DOWNING PLANNED EXIT 3 VCT E – – – 0% 0% – – –
DOWNING PLANNED EXIT VCT 2 -7% 11% 81% 0% -44% 2% 5% 28%
DOWNING PLANNED EXIT VCT 2 A – – – 0% 0% – – –
DOWNING PLANNED EXIT VCT 2 C – – -11% 0% -1% -12% – -10%
DOWNING PLANNED EXIT VCT 2 D – – – -15% -1% – – -15%
DOWNING PLANNED EXIT VCT 2 E – – – 0% 0% – – –
DOWNING PLANNED EXIT VCT 3 -7% 87% 48% 0% 0% 48% 157% 210%
DOWNING PLANNED EXIT VCT 3 A – – – 0% 0% – – –
DOWNING PLANNED EXIT VCT 3 C – – – 0% -1% – – -10%
DOWNING PLANNED EXIT VCT 3 D – – – -12% 2% – – -12%
DOWNING PLANNED EXIT VCT 4 -6% -2% -5% -3% 0% -8% -15% -11%
DOWNING PLANNED EXIT VCT 5 -6% -2% -8% -4% 4% -8% -15% 0%
DOWNING PLANNED EXIT VCT 6 – -3% 0% -14% 6% -9% – -29%
DOWNING PLANNED EXIT VCT 7 – -3% 0% -14% 4% -10% – -30%
DOWNING PLANNED EXIT VCT 7 A SHARES – – – 0% 0% – – 4925%
DOWNING PLANNED EXIT VCT 8 – 0% -13% -12% 6% -18% – -27%
DOWNING PLANNED EXIT VCT 8 A SHARES – – – 0% 0% – – 4925%
DOWNING PLANNED EXIT VCT 9 – – -13% -12% 6% -19% – -24%
DOWNING PLANNED EXIT VCT 9 A – – – 0% 0% – – 4925%
DOWNING STRUCTURED OPPORTUNITIES VCT 1 – – – 20% 0% – – 13%
DOWNING STRUCTURED OPPORTUNITIES VCT 1 A – – – 50% 50% – – –
DOWNING STRUCTURED OPPORTUNITIES VCT 1 B – – – -4% 1% – – –
DOWNING STRUCTURED OPPORTUNITIES VCT 1 C – – – 0% 0% – – –
EDGE PERFORMANCE VCT C – -3% -14% -4% 30% 8% – -15%
EDGE PERFORMANCE VCT D – – -15% -1% 22% 3% – -14%
EDGE PERFORMANCE VCT E – – – -3% 12% – – –
EDGE PERFORMANCE VCT F – – – – -8% – – 0%
ELDERSTREET VCT 23% -1% -17% 23% -12% -9% 10% –
FORESIGHT 1 VCT PLANNED EXIT SHARES – – – – -8% – – 0%
FORESIGHT 2 VCT -2% -4% -7% 5% 7% 5% -2% –
FORESIGHT 2 VCT C -15% -1% 7% 15% 4% 29% 8% 7%
FORESIGHT 2 VCT PLANNED EXIT SHARES – – – – -9% – – -5%
FORESIGHT 3 VCT 22% 3% 10% 10% -12% 6% 34% –
FORESIGHT 4 VCT 7% 3% 5% 24% 1% 31% 43% -42%
FORESIGHT 5 VCT 12% -42% -5% -28% -70% -80% -87% -75%
FORESIGHT 5 VCT C – – -3% -12% -33% -43% – -25%
FORESIGHT SOLAR VCT – – – – -6% – – –
FORESIGHT VCT -36% -12% 3% 18% 177% 238% 88% –
FRAMLINGTON AIM VCT -21% -48% 29% -7% -3% 16% -52% -38%
FRAMLINGTON AIM VCT 2 -17% -47% 40% -5% -16% 13% -50% -43%
HARGREAVE HALE AIM VCT 1 -11% -40% 24% 13% -3% 36% -27% –
HARGREAVE HALE AIM VCT 2 – -8% 26% 7% -8% 23% – 17%
HAZEL RENEWABLE ENERGY VCT 1 – – – – -10% – – 0%
HAZEL RENEWABLE ENERGY VCT 2 – – – – -10% – – 0%
HAZEL RENEWABLE ENERGY VCT 2 PLC A – – – – 0% – – –
HYGEA VCT -9% -3% 141% 9% -19% 113% 87% -23%
IBIS MEDIA VCT 1 0% -4% -6% -1% -1% -7% -10% -9%
INCOME & GROWTH VCT – – 26% -5% 31% 57% – -4%
INGENIOUS ENTERTAINMENT VCT 1 – – -18% 7% -23% -32% – –
INGENIOUS ENTERTAINMENT VCT 1 C – – – 0% 0% – – 1%
INGENIOUS ENTERTAINMENT VCT 2 – – -18% 8% -23% -32% – –
INGENIOUS ENTERTAINMENT VCT 2 PLC C – – – 5% 0% – – 6%
INGENIOUS LIVE VCT 1 – -10% -39% 28% 0% -22% – -30%
INGENIOUS LIVE VCT 2 – -10% -39% 28% 0% -22% – -30%
INVESTEC STRUCTURED PRODUCTS CALCULUS VCT – – – – 3% – – –
IONA ENVIRONMENTAL VCT – – – – 0% – – 0%
IONA ENVIRONMENTAL VCT A – – – – 0% – – -80%
KINGS ARMS YARD VCT -25% -18% -39% 35% -3% -20% -51% –
MATRIX INCOME & GROWTH 2 VCT 2% -21% -28% 6% 30% -1% -20% -28%
MATRIX INCOME & GROWTH 4 VCT 21% -14% 3% 16% 2% 21% 26% –
MATRIX INCOME & GROWTH VCT 17% -18% -21% 58% 2% 27% 22% 17%
MAVEN INCOME & GROWTH VCT 4 -13% -37% 36% 8% 54% 125% 24% -16%
MAVEN INCOME & GROWTH VCT 4 S – -8% -17% 1% 36% 13% – -23%
MAVEN INCOME AND GROWTH VCT -1% -41% 90% 10% 32% 174% 61% 12%
MAVEN INCOME AND GROWTH VCT 2 0% -58% 102% 12% 34% 204% 29% -40%
MAVEN INCOME AND GROWTH VCT 3 -10% -42% 50% 6% 32% 111% 9% –
MAVEN INCOME AND GROWTH VCT 5 -26% -66% 35% 7% -23% 11% -72% –
NEPTUNE CALCULUS INCOME AND GROWTH VCT 6% -19% -8% -12% -8% -26% -36% -30%
NEW CENTURY AIM VCT -13% -51% 14% -5% -17% -10% -62% -36%
NEW CENTURY AIM VCT 2 – -50% 22% -5% -13% 0% – -48%
NORTHERN 2 VCT 17% -31% 36% 13% 13% 73% 40% 44%
NORTHERN 3 VCT 5% -30% 41% 4% 10% 61% 20% 13%
NORTHERN VENTURE TRUST -2% 6% 31% 25% 8% 76% 84% –
OCTOPUS AIM VCT -13% -32% 31% 25% -6% 53% -10% 28%
OCTOPUS APOLLO VCT 1 0% -5% -3% 1% 5% 3% -2% -4%
OCTOPUS APOLLO VCT 2 0% -5% -3% 1% 5% 3% -2% -5%
OCTOPUS APOLLO VCT 3 0% -12% 7% -1% 6% 13% -1% -9%
OCTOPUS APOLLO VCT 4 – – -5% -16% 4% -16% – –
OCTOPUS ECLIPSE VCT 20% -10% -10% 11% -6% -7% 0% 5%
OCTOPUS ECLIPSE VCT 2 12% -21% -11% 17% -16% -12% -23% -7%
OCTOPUS ECLIPSE VCT 3 – – -3% 9% -14% -9% – –
OCTOPUS ECLIPSE VCT 4 -8% -27% -3% 9% -14% -9% -39% -30%
OCTOPUS SECOND AIM VCT -4% -37% 14% 7% -9% 11% -33% -27%
OCTOPUS TITAN VCT 1 – 0% -14% -5% 6% -14% – -11%
OCTOPUS TITAN VCT 2 – 0% -14% -5% 6% -14% – -11%
OCTOPUS TITAN VCT 3 – – -14% -2% -1% -16% – -11%
OCTOPUS TITAN VCT 4 – – – – -17% – – -5%
OCTOPUS VCT – – – -5% -4% – – -5%
ORTUS VCT -41% -60% 0% 0% -7% -7% -78% -83%
OXFORD TECHNOLOGY 2 VCT -9% -15% 0% -3% -37% -39% -53% -66%
OXFORD TECHNOLOGY 3 VCT -15% -9% 1% 35% -41% -20% -39% 564%
OXFORD TECHNOLOGY 4 VCT -38% 15% 17% -4% -50% -43% -59% –
OXFORD TECHNOLOGY VCT -23% -15% 8% 82% -56% -14% -43% -19%
PROVEN GROWTH & INCOME VCT 42% -26% 11% 1% 10% 23% 29% –
PROVEN GROWTH & INCOME VCT D – – – 0% -6% – – -13%
PROVEN HEALTH VCT -10% -33% 25% -10% -9% 2% -38% -50%
PROVEN VCT 42% -25% -7% 13% 22% 29% 37% 95%
PROVEN VCT C – -12% -1% -6% 13% 5% – -29%
PROVEN VCT D – – – 1% -8% – – -12%
PUMA HIGH INCOME VCT – – – – -4% – – 2%
PUMA VCT 5 – – -1% 7% 0% 5% – 0%
RENSBURG AIM VCT -14% -47% 27% 39% 32% 132% 7% –
TALISMAN FIRST VCT -10% -37% 34% 46% -21% 56% -11% -73%
TRIPLE POINT 70 VCT – -13% -6% -31% 4% -33% – –
TRIPLE POINT 70 VCT 2008 1 – – -6% -26% 5% -28% – –
TRIPLE POINT 70 VCT 2008 2 – – -6% -23% -5% -31% – –
UNICORN AIM VCT – -29% 25% 38% -20% 39% – –
VENTUS 2 VCT -16% 5% 0% -17% -41% -50% -56% -30%
VENTUS 2 VCT C – – – 0% 0% – – 0%
VENTUS VCT -25% 37% 14% -17% -5% -10% -7% -1%
VENTUS VCT C – – – 0% 0% – – -5%

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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