Puma VCT 10 (LSE:PUMX)

Investment trust

Trust Info

  • Market Cap£23.143m
  • OCF3.00%
  • AIC sectorVCT Generalist
  • Manager GroupShore Capital
  • Currency
  • ISINGB00BFG3QX28

Investment Strategy

To maximise distributions from capital gains and income generated from the assets of the company. To invest in a mix of qualifying and non-qualifying assets. The qualifying investments may be quoted on AIM or a similar market or be unquoted companies. To invest in a diversified portfolio of growth oriented qualifying companies which seek to raise new capital on flotation or by way of a secondary issue. The company can structure deals to invest in private companies with an asset-backed focus to reduce potential capital loss. The company must have had in excess of 70% of its assets invested in qualifying investments as defined for VCT purposes by 28-Feb-17, and must also have more then 80% of its assets invested in qualifying investments as defined for VCT purposes by 06-Apr-19.