Pembroke VCT

Pembroke VCT Pembroke VCT

Reopening November 2017. Download the new marketing summary here

Pembroke VCT invests in early stage, high growth potential companies in the consumer and retail sectors including health and fitness, apparel and accessories, hospitality, media and tech. Pembroke VCT has raised approx £48 million since 2013.

Pembroke VCT is currently closed. The new share offer for subscription of B Ordinary Shares will open in November 2017. To register interest please email us.

Please note, VCT investments are higher risk and are not suitable for all investors. Please see the full risk warnings below*

Why invest?

  • Established VCT with existing portfolio of high quality and performing assets/companies
  • Diverse portfolio of consumer investments, mix of later stage and early stage
  • Growth orientated VCT
  • Dividend target 3p per share per annum
  • Low cost fee structure, market leading total expense ratio of 2%
  • Investment strategy remains unchanged despite the 2015/16 changes to VCT rules
  • Manager is backed by Oakley Capital Group ($1.5bn AUM)
  • Founded by serial entrepreneur Peter Dubens
  • Minimum investment £3,000

To discuss further please call our sales team on 020 3743 3100 or email info@kincapital.co.uk

About Pembroke VCT:

The fund is now 4 years old and is performing well. The Ordinary shares have produced a total return (NAV plus dividends, after all charges) of 124.5p. Starting at 97.9p, the younger B Ordinary shares have already generated a total return of 108.2p (including a 2p dividend paid in October 2016).

However, following the 2015 changes to the VCT rules many of the old guard of VCT managers are having to change their investment strategy and/or are raising non VCT qualifying funds. Pembroke predominantly focuses on providing development capital to growth opportunities, rather than management buy-out transactions or investing in older businesses. It is therefore not materially affected by the VCT rule changes.

Please note, past performance is not a reliable indicator of future results and may not be repeated. 

Portfolio examples:

The current portfolio is a diverse spread of investments across the consumer sector. Examples of portfolio companies include American burger chain Five Guys, Plenish Cleanse health foods, Blaze lazerlight technology who re-imagined the bike light, Chilango Mexican food chain and Troubadour luxury accessories.

Pembroke VCT portfolio logo Pembroke VCT portfolio logo Pembroke VCT portfolio logo

RISK WARNING:

*Please note, VCT investments are higher risk. Your capital is at risk and all our products are long term, high risk investments. They will not be suitable for all investors. The level of tax relief received depends on individual circumstances and may be withdrawn at a later date. Kin Capital is unable to give taxation or financial advice and strongly recommends private investors speak with a suitably qualified independent financial adviser.

Private investors will need to first contact us to confirm their status as a High Net Worth, Sophisticated or Restricted Investor before we can send further information.

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