Mobeus Income & Growth 2 VCT plc

Name
Mobeus Income & Growth 2 VCT plc
Manager
Mobeus
Type
Closed Ended Investment Company
ISIN
GB00B0LKLZ05
Sector
VCT Generalist
Launched
16/12/2005
OCF
2.77 %
3 Year Sharpe
0.96
Yield
2.3 %
Fund Size
£ 41.31 million
NAV
105
Gearing
63
Discount Premium
-19
To invest primarily in a diversified portfolio of established profitable unquoted companies in order to generate capital gains from trade sales and flotations. Investments are made selectively across a number of sectors, including management buy-out transactions (MBOs) i.e. to support incumbent management teams in acquiring the business they manage but do not own. Investments are primarily made in companies that are established and profitable.
Holding %
Asl Technology Holdings 6.52 %
Tovey Management Limited (Trading As Access Is) 5.18 %
Eoth Limited (Trading As Rab And Lowe Alpine) 4.03 %
Preservica 3.31 %
Virgin Wines Holding Company 3.18 %
Pattern Analytics Limited (Trading As Biosite) 3.13 %
Turner Topco Limited (Trading As Auction Technology Group) 2.45 %
Mpb Group 2.41 %
Vian Marketing Limited (Trading As Red Paddle Co) 2.41 %
Master Removers Group Limited (Trading As Anthony Ward Thomas, Bishopsgate 2.27 %
Name
Mobeus
Address
W1Y 4EX, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Chris Price
Joined 06/29/2012

Chris Price is a UK Fund Manager at LV= Asset Management. He manages the UK Income Fund and provides input into other funds’ stock selection. Prior to joining LV= Asset Management in March 2001, Chris had a number of roles, culminating in Fund Manager, at Lazard Asset Management. Chris holds the Securities Institute Diploma and is an Associate Member of the CFA (UK).

Mark Wignall
Joined 06/29/2012
Ashley Broomberg
Joined 06/29/2012
Jonathan Gregory
Joined 06/29/2012
Bob Henry
Joined 06/29/2012
Eric Tung
Joined 06/29/2012
Mike Walker
Joined 06/29/2012
Richard Babington
Joined 06/29/2012
Greg Blin
Joined 06/29/2012

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.