VCT Total Return website?

paddytt

Hi All

Does anyone know a goos website that shows the Total Return from VCT’s?  I am struggling to get the answer I’m expecting from Morningstar or ft.com (when comparing to my actual return in the past)

thanks

TT

DRS1

Any use to you?
VCT performance over 3, 5 and 10 years

paddytt

Many thanks, I had seen it already but couldn’t get the figures to match by calculation.  However I’ve just realised that I included the 30% tax rebate in my calc…  now in line over 7 years with this website over 5 and 10 years.  

paddytt

DRS1 said:

Any use to you?
VCT performance over 3, 5 and 10 years

For the interest of others:  we have Albion, Octopus and Unicorn VCT and over the past 7 years, the annual (tax-free) dividends are equivalent to a return of 15.9% with 40% tax.  In other words, with Pensions and ISA’s maxed out, we would have had to get 15.9% interest in the bank or 15.9% divis from shares to match the return from the VCT’s.  

This does not include the capital return - we recently sold the Unicorn AIM and Octopus Titan VCT’s because the capital was depreciating.  All the Albion ones have grown.  

Overall, I’m very satisfied with the VCT investments and intend to invest again but only when Pension and ISA’s are once again maxed out.