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British Smaller

Sophisticated and complex high-risk tax-sensitive investments in small companies: handle with care
Boots
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Re: British Smaller

#644216

Postby Boots » February 1st, 2024, 3:43 pm

whatafool wrote:Does anyone know if there is a big difference between BSC and BSV? Performance in recent years looks similar, but not identical. I’m struggling to find a list of their individual holdings online. Is it simply a case of them listing two VCTs to help with the 6 month rule, or is there a real difference?


During my brief ownership (two years) BSC is fractionally ahead of BSV in both Total Return and Yield.

Snowbadger
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Re: British Smaller

#644236

Postby Snowbadger » February 1st, 2024, 5:58 pm

Hi Whatafool,
I have held both BSC1 & 2 almost 10yrs. Here are my annual % returns over the period based on the div return on net investment after tax rebate.

BSV ( 1 ) BSC ( 2 )

14-15. 11.6 9.3
15-16 14.4 9.3
16-17 34 9.3.
17-18 8.2 6.3
18-19 15.7 11.3
19-20 8.6 6.3
20-21 5.7 10.6
21-22 13 13.8
22-23 5.7 11.2

Over the period the share price has changed. BSV -12%. BSC. 10%

Hope that helps,

SB

AndrewInDevon
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Re: British Smaller

#654262

Postby AndrewInDevon » March 18th, 2024, 10:00 am



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