Calculus VCT plc (CLCN.L)
- Previous Close
91.00 - YTD Return 17.16%
- Expense Ratio 0.00%
- Category Other
- Last Cap Gain --
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.96M
- Beta (5Y Monthly) --
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 0.82%
- Last Dividend --
- Inception Date Dec 21, 2017
The company invests in a portfolio of VC Investments, primarily in established unquoted companies across different industries and investments, to provide investment returns sufficient to allow the company to maximise annual dividends and with the goal of capital growth over the medium to long term. It is intended that approximately 75% of the monies raised by the company in relation to the D shares will be invested within 60 days in a variety of investments selected to preserve capital value, whilst generating income, which may include bonds issued by the UK Government, fixed income securities issued by major companies and institutions, liquidity funds and fixed deposits with counterparty credit ratings of not less than A minus (Rated of Standard & Poor)/A3 (Rated of Moody) and investments in ground rent assets.
Calculus Capital Limited
Fund Family
Other
Fund Category
1.96M
Net Assets
2017-12-21
Inception Date
Performance Overview: CLCN.L
Trailing returns as of 3/31/2019. Category is Other.