Puma VCT 13
A top-up into an existing limited life VCT managed by an experienced team with a focus on capital preservation.
Puma Investments have launched a £5 million fund raise into their existing limited life Venture Capital Trust, Puma VCT 13. This is the thirteenth VCT structure launched by what is now a very experienced team. A limited life VCT is deemed to be at the lower end of the VCT risk spectrum: more conservative in nature than a generalist VCT due to the requirement to return capital following the compulsory five year holding period under HMRC regulations. The investment strategy underlying this VCT centres on capital preservation and robust downside protection by focusing primarily on asset-backed investments.
About the manager
Puma Investments was formed in 2011, rebranding the investment management of the tax efficient investments managed at Shore Capital Group. Puma Investments is a partially owned subsidiary of Shore Capital Limited, which in turn is a wholly owned subsidiary of Shore Capital Group, an AIM listed company which specialises in principal finance and equity capital market activities in addition to asset management.
How to investAll application forms should be sent to EQ Investors in order to qualify for the discounts. Please note that information on closing dates is provided by the VCT Managers. In practice offers may be over-subscribed earlier, or may be extended. During the two months prior to the end of the tax year we strongly recommend that applications are submitted to us as soon as possible to avoid disappointment.
Important InformationThe information set out above is included for information purposes only and is not an offer or an invitation to buy or sell or a solicitation of an offer or invitation to buy or sell or enter into any agreement with respect to any security, product, service or investment. Any opinions expressed do not constitute investment advice and independent advice should be sought where appropriate. All information is current as of the date of publication, subject to change without notice, and may become outdated over time.
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Venture Capital Trusts should be regarded as higher risk investments, suitable only for experienced investors who are able to withstand losses.
|VCT type||Limited Life|
|EQ discount||New Investor 1.0% |
Existing Investor 2.0%
|Closing date||5 April 2019|
|Raised / sought||£0.2m / £5.0m|