Investment Trusts

Amati AIM VCT

AMAT:LSE

Amati AIM VCT

  • Price (GBX)79.50
  • Today's Change0.00 / 0.00%
  • Shares traded26.84k
  • 1 Year change-19.29%
  • Beta0.6856
Data delayed at least 20 minutes, as of Sep 20 2024 16:03 BST.
More ▼

Profile data is unavailable for this security.

About the company

Amati AIM VCT plc is a United Kingdom-based venture capital trust (VCT). The investment objective of the Company is to generate tax-free capital gains and income on investors’ funds through investments primarily in Alternative Investment Market (AIM)-traded companies. The Company's investment policy is to hold a diversified portfolio across a broad range of sectors to mitigate risk. The Company operates through the investment business segment. The Company primarily invests in companies listed in the United Kingdom. It makes qualifying investments primarily in companies traded on AIM or on the Aquis stock exchange (Aquis) and non-qualifying investments. The Company invests in various sectors, such as information technology, healthcare, consumer discretionary, financials, communication services, energy, materials, industrials, real estate, cash, and consumer staples. The Company’s investments are managed by Amati Global Investors Limited.

  • Revenue in GBP (TTM)-41.59m
  • Net income in GBP-44.82m
  • Incorporated2001
  • Employees0.00
More ▼

Profile

Management group(s)Amati Global Investors Ltd
AIC sectorVCT AIM Quoted
ISINGB00B641BB82
Launch date22 Feb 2001
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The investment objective of Amati AIM VCT plc is to generate tax free capital gains and income on investors’ funds, through investment primarily in AIM-traded companies. The Company will manage its portfolio to comply with the requirements of the rules and regulations applicable to VCTs. The Company policy is to hold a diversified portfolio across a broad range of sectors to mitigate risk.

Managed by

Gareth Blades, Scott McKenzie, Paul Jourdan, David Stevenson

Management & contract fees

The manager receives an annual fee of 1.75% of NAV, calculated and payable quarterly in arrears. The appointment may be terminated on one year notice.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Weiss Korea Opportunity Fund Ltd-2.31m-6.45m108.75m0.00108.75m0.00
Octopus AIM VCT plc-14.83m-17.73m108.77m0.00108.77m0.00
Premier Miton Group PLC68.90m2.09m110.21m164.00110.21m164.00
Northern Venture Trust plc5.92m3.22m111.50m0.00111.50m0.00
VPC Specialty Lending Investments PLC-10.18m-25.83m112.56m0.00112.56m0.00
CQS Natural Rsrcs Grwth Inc PLC-9.74m-13.69m114.29m0.00114.29m0.00
Albion KAY VCT PLC4.80m2.14m114.52m0.00114.52m0.00
Molten Ventures VCT PLC-5.00m-8.05m115.33m0.00115.33m0.00
Amati AIM VCT PLC-41.59m-44.82m117.57m0.00117.57m0.00
Northern 2 VCT plc5.51m2.85m118.60m0.00118.60m0.00
Harmony Energy Income Trust PLC-26.29m-29.08m119.24m--119.24m--
Symphony International Holdings Ltd9.24m-76.96m120.96m--120.96m--
Northern 3 VCT PLC5.76m3.04m121.42m0.00121.42m0.00
Middlefield Canadian Income PCC2.99m-1.66m122.41m0.00122.41m0.00
Rights and Issues Investment Trust PLC18.31m17.08m124.31m0.00124.31m0.00
Artemis Alpha Trust PLC20.32m17.68m126.27m0.00126.27m0.00
Data as of Sep 20 2024. Currency figures normalised to Amati AIM VCT's reporting currency: UK Pound GBX
Data Provided by LSEG
All markets data located on InvestorsChronicle.co.uk is subject to the Investors Chronicle Terms & Condition
All content on InvestorsChronicle.co.uk is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by IC and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via Investors Chronicle is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. Investors Chronicle is not responsible for any use of content by you outside its scope as stated in the Investors Chronicle Terms & Condition.