Investment Trusts

Oberon AIM VCT Plc

OVCT:LSE

Oberon AIM VCT Plc

  • Price (GBX)33.00
  • Today's Change0.00 / 0.00%
  • Shares traded282.48k
  • 1 Year change-30.16%
  • Beta0.2831
Data delayed at least 20 minutes, as of Aug 06 2024 16:15 BST.
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Profile data is unavailable for this security.

About the company

Oberon AIM VCT plc, formerly New Century AIM VCT 2 PLC, is a United Kingdom-based venture capital trust. The principal activity of the Company is making long-term equity and loan investments in listed, alternative investment market (AIM) traded and unquoted companies in the United Kingdom. The Company’s principal objective is to invest in a broad range of AIM or Aquis Stock Exchange (AQSE) traded companies in order to provide shareholders with attractive tax-free dividends and long-term capital growth. Its investment portfolio includes qualifying investments and non-qualifying investments. The Company's investment manager is Oberon Investments Limited.

  • Revenue in GBP (TTM)-108.00k
  • Net income in GBP-219.00k
  • Incorporated2007
  • Employees0.00
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Profile

Management group(s)Oberon Investments Ltd
AIC sectorVCT AIM Quoted
ISINGB00B1SN3863
Launch date03 Apr 2007
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To achieve long term capital growth through investment in a diversified portfolio of Qualifying Companies listed on AIM. The company invests its funds primarily in companies traded on AIM, which entail a higher degree of risk than investments in large listed companies.

Managed by

Michael D. Barnard, Simon Like

Management & contract fees

The Investment Management receives the annual rate of 1.25% of the NAV of the Company, calculated and payable quarterly in arrears. No performance fee. The Agreement may terminate with notice period of 12 months.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Vela Technologies PLC0.00251.00k1.23m3.001.23m3.00
Ajax Resources PLC0.00-178.23k1.29m--1.29m--
Vsa Capital Group PLC1.89m-2.69m1.44m17.001.44m17.00
Marechale Capital Plc668.81k-182.98k1.54m2.001.54m2.00
Argo Group Ltd4.63m-9.30m1.56m20.001.56m20.00
Highway Capital plc0.00-650.13k1.58m0.001.58m0.00
Limitless Earth Plc400.00-102.45k1.58m0.001.58m0.00
Seed Capital Solutions PLC-100.00bn-100.00bn1.62m0.001.62m0.00
Riverfort Global Opportunities PLC-4.28m-5.34m1.71m3.001.71m3.00
Oberon AIM VCT PLC-108.00k-219.00k1.84m0.001.84m0.00
Spiritus Mundi PLC0.00-535.14k1.85m--1.85m--
Alteration Earth PLC0.00-295.07k2.25m--2.25m--
Pineapple Power Corporation PLC0.00-510.42k2.26m0.002.26m0.00
Adalan Ventures PLC-3.94m-11.13m2.31m152.002.31m152.00
Data as of Aug 06 2024. Currency figures normalised to Oberon AIM VCT Plc's reporting currency: UK Pound GBX

Institutional shareholders

14.78%Per cent of shares held by top holders
HolderShares% Held
Oberon Investments Ltd. (GB Investment Management)as of 31 Dec 2022517.17k9.28%
Evelyn Partners Investment Management LLPas of 31 Dec 2022306.41k5.50%
Data from 30 Aug 2024 - 03 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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