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About the company
Baronsmead Second Venture Trust plc is a United Kingdom-based is a venture trust, which is focused on achieving long-term investment returns for private investors, including tax-free dividends. The Company invests primarily in a diverse portfolio of United Kingdom growth businesses, whether unquoted or traded on alternative investment market (AIM). It offers a range of funds, direct investments and tailored investment opportunities, including co-investment, across a range of sustainable investment strategies. Investments are made selectively across a range of sectors in companies that have the potential to grow and enhance their value. The Company invests in a range of sectors, including technology, business services, consumer markets, and healthcare and education. Its investment manager is Gresham House Asset Management Ltd.
- Revenue in GBP (TTM)8.32m
- Net income in GBP2.57m
- Incorporated2000
- Employees0.00
- LocationBaronsmead Second Venture Trust Plc100 Wood StreetLONDON EC2V 7ANUnited KingdomGBR
- Phone+44 20 7506 5600Fax+44 20 7506 5665
- Websitehttps://greshamhouse.com/row/baronsmead-second-venture-trust-plc/
Profile
| Management group(s) | Gresham House Asset Management Ltd |
|---|---|
| AIC sector | VCT Generalist |
| ISIN | GB0030028103 |
| Launch date | 30 Jan 2001 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To achieve long-term investment returns for private investors, including tax free dividends, by investing primarily in a diverse portfolio of UK growth businesses, whether unquoted or traded on AIM.
Managed by
| Trevor Hope, Ken Wotton, Tania Hayes, Andrew Hampshire |
|---|
Management & contract fees
Management fee of 2.5% p.a. of the NAV of the Company which is paid quarterly in arrears. A performance fee is paid up to 5% of NAV when the net return exceeds 8 % of NAV p.a.. To the extent that the total return exceeds the threshold, a performance fee (plus VAT) will be paid 10% of the excess.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Oryx International Growth Fund Ltd | 18.52m | 14.74m |
| M&G Credit Income Investment Trust PLC | 10.82m | 8.95m |
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| Gresham House Income & Growth Vct PLC | 9.38m | 3.18m |
| Foresight VCT Plc | 10.88m | 5.89m |
| Baronsmead Venture Trust PLC | 7.67m | 3.22m |
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| Montanaro European Smllr Cmpns Trst PLC | 32.26m | 27.90m |
| Baronsmead Second Venture Trust PLC | 8.32m | 2.57m |
| Aberdeen Equity Income Trust PLC | 36.18m | 33.29m |
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| Baillie Gifford UK Growth Trust PLC | 37.57m | 34.22m |
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