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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.
  10/11 11/12 12/13 13/14 14/15 3 Yrs 5 Yrs Since Launch
ALBION DEVELOPMENT VCT 15% 10% 8% 6% 3% 18% 49% 128%
ALBION ENTERPRISE VCT 1% 27% 7% 9% 2% 19% 53% 8%
ALBION TECHNOLOGY & GENERAL VCT -5% 22% 6% 3% -5% 3% 19% 101%
ALBION VCT 2% 11% 6% 9% 5% 21% 36%
AMATI VCT 4% 5% 6% 6% 1% 13% 24% 12%
AMATI VCT 2 10% 18% -4% 9% 7% 12% 46% -35%
ARTEMIS VCT 18% 36% 16% 22% 59% 124% 261% -5%
BARONSMEAD SECOND VENTURE TRUST 14% 18% 6% 11% 5% 24% 67% 141%
BARONSMEAD VCT 5 11% 30% 15% 17% 0% 34% 94% 2%
BARONSMEAD VENTURE 14% 20% 7% 14% 3% 25% 72%
BRITISH SMALLER COMPANIES VCT -5% 19% 3% 16% 18% 41% 59% 196%
BRITISH SMALLER COMPANIES VCT 2 5% 16% 2% 9% 13% 24% 51% 34%
CALCULUS VCT 0% -2% 33% -27% -20% -23% -24% 3%
CHRYSALIS VCT 12% 13% 50% 8% 18% 91% 142% 9%
CROWN PLACE VCT 5% 12% 9% 5% 3% 17% 38% -7%
DOWNING FOUR VCT B -8% 9% 8% -13% -17% -22% -22% 0%
DOWNING FOUR VCT C 0% 0% 0% 0% 2405% 2405% 2405%
DOWNING FOUR VCT D -7% -7% 7% -3% -3% -7%
DOWNING FOUR VCT DP2011 A -6%
DOWNING FOUR VCT DP2011 LOW CARBON -27%
DOWNING FOUR VCT DP2011 O -40%
DOWNING FOUR VCT DP2011 STRUCTURED A 36%
DOWNING FOUR VCT DP2011 STRUCTURED O -45%
DOWNING FOUR VCT DP67 65%
DOWNING ONE VCT 1% 32% 2% 7% 1% 10% 47% -55%
DOWNING THREE VCT A 0% 0% 0% 50% 32% 97% 97%
DOWNING THREE VCT C 8% 12% -12% -26% -21% -49% -38% 14%
DOWNING THREE VCT D -11% 6% -8% 0% 18% 8% 2% -13%
DOWNING THREE VCT E 0%
DOWNING THREE VCT F -11% 0% -1% -5% -6% -7%
DOWNING THREE VCT H -7% -2%
DOWNING THREE VCT J 0%
DOWNING TWO VCT A 0% 0% 0% 50% 36% 104% 104%
DOWNING TWO VCT C 8% 8% -7% -36% 2% -39% -29% 2%
DOWNING TWO VCT D -5% 4% 6% -14% 26% 15% 14% -15%
DOWNING TWO VCT E 0% 0%
DOWNING TWO VCT F -9% 0% -1% -4% -5% -8%
DOWNING TWO VCT G -1% -2% -1% -5% 0%
EDGE PERFORMANCE VCT H -9% 6% -6% -32% -33% -8%
EDGE PERFORMANCE VCT I -9% -5% 5% -46% -45% -9%
ELDERSTREET VCT -3% 25% 50% 3% 15% 78% 116%
FORESIGHT 1 VCT PLANNED EXIT SHARES -1% 15% -8% -8% -12% -25% -14% -3%
FORESIGHT 3 VCT -11% -30% 20% -13% 18% 23% -23%
FORESIGHT 4 VCT -13% -20% -18% 9% 10% -2% -33% -52%
FORESIGHT SOLAR & INFRASTRUCTURE VCT -1% 26% -1% 7% -5% 1% 26% 10%
FORESIGHT SOLAR & INFRASTRUCTURE VCT C 3% -2% -7% -7% 0%
FORESIGHT VCT 16% -1% 7% 4% -2% 9% 25%
FORESIGHT VCT INFRASTRUCTURE 0% -6% 4% -1% -3%
HARGREAVE HALE AIM VCT 1 14% 31% 6% 6% 2% 15% 70% 13%
HARGREAVE HALE AIM VCT 2 8% 25% 8% 4% 2% 15% 54% 42%
HAZEL RENEWABLE ENERGY VCT 1 -16% 10% 45% 0% 9% 58% 46% -6%
HAZEL RENEWABLE ENERGY VCT 2 -16% 10% 31% 0% 21% 58% 47% -6%
HAZEL RENEWABLE ENERGY VCT 2 PLC A 0% 0% 8625% 0% 1% 8669% 8669% 0%
HYGEA VCT 76% -7% -4% -20% -9% -30% 15% 10%
IBIS MEDIA VCT 1 -22% -68% 8% -2% -12% -8% -77% -43%
INCOME & GROWTH VCT 16% 18% 15% 9% 8% 35% 85% 58%
INGENIOUS ENTERTAINMENT 2 VCT G -7% -2% -3% -11% -16%
INGENIOUS ENTERTAINMENT VCT 1 D -13% -8% -7% 74% -90% -84% -87%
INGENIOUS ENTERTAINMENT VCT 1 F ORD -7% -6% -5% 1% 78% 71% 50%
INGENIOUS ENTERTAINMENT VCT 2 PLC -13% -8% -7% 74% -90% -84% -87%
KINGS ARMS YARD VCT 115% 27% 8% 6% 11% 27% 247%
MAVEN INCOME & GROWTH VCT 4 25% -9% 8% 5% 10% 25% 41% 31%
MAVEN INCOME AND GROWTH VCT 36% 2% 13% 19% 0% 34% 85% 98%
MAVEN INCOME AND GROWTH VCT 2 16% 2% 17% 20% -1% 39% 65% -8%
MAVEN INCOME AND GROWTH VCT 3 23% 9% 5% 7% 18% 33% 79%
MAVEN INCOME AND GROWTH VCT 5 36% 21% 42% 11% 8% 70% 178%
MAVEN INCOME AND GROWTH VCT 6 52% 22% 9% 12% 15% 40% 161% -54%
MOBEUS INCOME & GROWTH 2 VCT 14% 54% 17% 9% 4% 33% 133% 19%
MOBEUS INCOME & GROWTH 4 VCT 6% 10% 16% 10% 5% 34% 56%
MOBEUS INCOME & GROWTH VCT 17% 16% 22% 11% 5% 42% 94% 68%
NEPTUNE CALCULUS INCOME AND GROWTH VCT -10% -16% 9% 50% -19% 31% -1% -49%
NEW CENTURY AIM VCT -23% 4% 48% 18% 4% 81% 45% -51%
NEW CENTURY AIM VCT 2 -30% 13% 56% 15% 0% 79% 42% -64%
NORTHERN 2 VCT 11% 22% 7% 16% 15% 43% 93% 112%
NORTHERN 3 VCT 9% 22% 7% 17% 20% 50% 101% 72%
NORTHERN VENTURE TRUST 10% 28% 8% 12% 10% 33% 87%
OCTOPUS AIM VCT 9% 42% 0% 12% 2% 14% 76% 90%
OCTOPUS AIM VCT 2 9% 41% -2% 11% 4% 13% 75% 5%
OCTOPUS APOLLO VCT 8% 6% 6% 3% 27% 39% 58% 13%
OCTOPUS ECLIPSE VCT 10% 5% 27% 3% 2% 34% 55% 28%
OCTOPUS TITAN VCT 0% 49% 25% 1% 7% 35% 100% 30%
OCTOPUS VCT 3 0% -8% 4% 0% -4% 0%
OCTOPUS VCT 4 0% -8% 3% 1% -4% 0%
OXFORD TECHNOLOGY 2 VCT 6% 22% -16% 5% 13% 0% 29% -72%
OXFORD TECHNOLOGY 3 VCT 91% 0% -3% 13% 7% 17% 123% 677%
OXFORD TECHNOLOGY 4 VCT 82% -37% 12% 113% -21% 89% 118%
OXFORD TECHNOLOGY VCT 435% 63% -42% -15% -16% -59% 262% 383%
PEMBROKE VCT 3% -3% 6% 5%
PROVEN GROWTH & INCOME VCT 3% 21% 12% 2% 7% 22% 52%
PROVEN VCT 3% 12% 9% 5% 10% 27% 46% 173%
PUMA VCT 10 -2% 0%
PUMA VCT 11 0%
PUMA VCT 8 0% 0% 0% 0% 0% -3%
PUMA VCT 9 -2% 0% 0% -2% 0%
TP11 VCT 0% -6% 3% -5% 49% 46% 38%
TRIPLE POINT INCOME VCT 7% -17% 8% 10% 33% 58% 41%
UNICORN AIM VCT 23% 41% 13% 19% -1% 33% 129%
VENTUS 2 VCT 48% 18% 10% 22% 10% 47% 157% -22%
VENTUS 2 VCT C -18% 17% 17% 6% 23% 52% 46% -5%
VENTUS 2 VCT D SHARES 5% 5%
VENTUS VCT 25% 20% 5% 18% 21% 50% 127% 27%
VENTUS VCT C -14% 15% 17% 8% 23% 55% 54% -5%
VENTUS VCT D SHARES 5% 5%

Version: RC1027.44113