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VCT’s evolving client profile: take another look at your client bank

11 October 2023
The profile of investors in VCTs has evolved, largely driven by the mass affluent. Importantly, though, the majority are not considered to be high-net-worth individuals. Find out in this article why financial advisers not taking note could be missing out.     

Puma VCT 13 reopens for investment  
The last twelve months have been an exciting time for Puma VCT 13, achieving several key milestones: 
  • £100 million+ total assets 
  • Five-year track record of fundraising 
  • Three dividends paid in the last two tax years totalling 16.5p   
The fundraise offers an opportunity for investors to gain exposure to a diversified portfolio of scale-up, high potential businesses with the aim of providing attractive but stable returns. 

Find out more 
Our expert national Business Development team is here to help, find your local business manager here. https://www.pumainvestments.co.uk/contact-us 
 


Risk warning 
An investment with Puma Investments carries risks, for more information please see below and visit www.pumainvestments.co.uk. 
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise the proceeds immediately or in full. 
 
This communication is a financial promotion issued by Puma Investments in accordance with section 21 of the Financial Services and Markets Act 2000 (“FSMA”). This communication has been prepared by Puma Investments for information purposes only and should not be read as advice, it is intended for the recipient only and should not be forwarded on. Puma Investments is a trading name of Puma Investment Management Limited (FCA No. 590919) which is authorised and regulated by the Financial Conduct Authority. Registered office address: Cassini House, 57 St James's Street, London, SW1A 1LD. Registered as a private limited company in England and Wales No. 08210180. 

 

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