Live Opportunities > Puma VCT 13
Puma VCT 13
About
Puma Investments manages a range of tax-efficient products including Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs). Through its private equity team, Puma Investments provides growth capital to small and medium-sized enterprises across diverse sectors, targeting companies with strong management teams, scalable business models and clear plans for expansion. The firm combines rigorous due diligence with active portfolio support to deliver long-term value for investors.
Product Fees & Charges
- 3% Initial fee
- 1% loyalty discount for existing Puma VCT investors
- Adviser fee of up to 5%. Investors should receive income tax relief on the full amount
- 2% + VAT Annual Management Fee + 0.35% with excess covered by the manager
- 20% of returns above a hurdle of 110p or highest previous performance value per share
- 3% of NAV per annum.
Adviser Charging
Adviser charging can be facilitated from the subscription amount by the fund if agreed and requested. Where an adviser charge is taken this would reduce the investment amount. Any tax reliefs are based on the investment amount.
Key Information
- Current Status: Open
- Deadline: 10 September 2026
- Minimum Investment: £3000
- Target Return: Target dividend 5p per share, average per annum
