Our funds

Overview

Since November 1995, the Baronsmead VCTs have raised £343m (net of expenses). This includes the funds raised in the Offer for Subscription which closed on 7 February 2012.

In aggregate, the Net Asset Value (NAV) of the Baronsmead VCTs was £261m having paid dividends of approximately £149m and having bought back shares at a cost of £36m (as at 31 December 2011).

Summary – NAV, Share Price & Dividends

All data is at
31 December 2011

NAV (£ milions) NAV (p per share) Share Price (p per share)

NAV Total Return (since launch)

Average Annual Dividends paid/declared since launch (p per share)
Baronsmead VCT 55.8 72.77

65.6

151.5%

7.1

Baronsmead VCT 2 64.3 94.38 85.1

129.4%

6.4

Baronsmead VCT 3

60.1

100.16 91.3

89.7%

5.8

Baronsmead VCT 4 54.8 94.01 84.3

64.2%

5.2

Baronsmead VCT 5 26.1 59.37 54.3

(18.8%)

3.7

 Past performance is not a reliable indicator of future results