AIM VCT Performance
Posted: May 31st, 2017, 3:07 pm
A few AIM VCTS have recently released their 6 monthly or annual reports, so I have had a comparative look at their performance.
Looking at the NAV total return over the full year (NAV_this_year - NAV_last_year + dividends_during_year)/NAV_last_year as a percentage I get
AMATI 1 (to 28/2/17) and AMATI 2 (to 31/1/17) both around 22%
Octopus AIM (to 28/2/17) 17.5%
Unicorn AIM (to 31/3/17) 11.7%
Hargreave Hale (to 31/3/17) 11.1%
Artemis (to 31/3/17) 31.5%
During this period the AIM all share index increased by around 30%
The excellent Artemis return is a bit of a red herring - since they apparently have no intention of issuing new shares. But it does show what can be achieved!
I have checked my computations, but I apologise in advance for any possible errors on my part!
Looking at the NAV total return over the full year (NAV_this_year - NAV_last_year + dividends_during_year)/NAV_last_year as a percentage I get
AMATI 1 (to 28/2/17) and AMATI 2 (to 31/1/17) both around 22%
Octopus AIM (to 28/2/17) 17.5%
Unicorn AIM (to 31/3/17) 11.7%
Hargreave Hale (to 31/3/17) 11.1%
Artemis (to 31/3/17) 31.5%
During this period the AIM all share index increased by around 30%
The excellent Artemis return is a bit of a red herring - since they apparently have no intention of issuing new shares. But it does show what can be achieved!
I have checked my computations, but I apologise in advance for any possible errors on my part!