Puma VCT 12

Name
Puma VCT 12
Manager
Puma Investment Management Limited
Type
Closed Ended Investment Company
ISIN
GB00BYSJJR68
Sector
VCT Generalist Pre Qualifying
Launched
14/06/2016
OCF
2.86 %
3 Year Sharpe
-0.93
Yield
1.2 %
Fund Size
£ 25.65 million
NAV
82
Gearing
100
Discount Premium
1
The company may invest in a mix of qualifying and non-qualifying assets. The qualifying investments may be quoted on AIM or a similar market or be unquoted companies. The company may invest in a diversified portfolio of growth oriented qualifying companies which seek to raise new capital on flotation or by way of a secondary issue.
Holding %
Marble Lending 12.69 %
Sweat Union 11.19 %
Pure Cremations 10.02 %
Tottenham Lending 9.68 %
Knott End Pub Company 8.01 %
Piccadilly Lending 8.01 %
Sunlight Education Nucleus 7.85 %
Victoria Lending 7.43 %
South-West Cliffe 7.01 %
Kid & Play 5.66 %
Name
Puma Investment Management Limited
Address
W1S 4JU, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Eliot Kaye
Joined 06/14/2016
David Kaye
Joined 06/14/2016

David Kaye graduated from Oxford University with a degree in law and was called to the Bar in 2000. David practised as a barrister at a leading London set of chambers for five years, specialising in advising on a range of complex commercial legal issues with a particular focus on financial investments and real estate. He joined Shore Capital in January 2006 and having been Commercial Director and General Counsel for the Group, became CEO of the asset management division on 1st May 2012. He also remains responsible for the Group's legal affairs.

Rupert West
Joined 06/14/2016
Tony Throp
Joined 06/14/2016
Kimberly Martin
Joined 06/14/2016

Kimberly joined Puma Investments in November 2014 and is responsible for sourcing and leading investments across the UK for Puma’s range of tax efficient products. Kimberly previously worked at Maven Capital Partners, which was established in 2009 and was formerly the private equity division of Aberdeen Asset Management, which she joined in 2007. Kimberly has broad sector experience having worked with companies in IT services, student accommodation, bridging finance, manufacturing and insurance. Kimberly graduated from King’s College, University of London, with a BSc in Business Management.

Katherine Woodfine
Joined 06/14/2016

Katherine began her career on the Graduate Trainee Programme at the equities exchange, Chi-X Europe, before settling into her role as a Corporate Finance Analyst, working directly on the merger with BATS Trading Limited. She joined Puma Investments in January 2015, from the Risk division of RBS, where she focused on capital requirements and stress testing. Katherine is an Investment Analyst, working with the Investment Team to source, transact and monitor deals. Katherine is a CFA charterholder. She graduated with a first in Finance, Accounting and Management from the University of Nottingham.

Data provided by Morningstar.

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