"Maven is perhaps more focussed on mitigating losses than any other VCT manager. It does that by focussing on more established B2B businesses, ideally with recurring revenues, operating in defensive sectors like cybersecurity and diagnostic services. The Maven VCTs are also notable for the diversification they offer. Spread an investment across all four Maven VCTs and an investor will be invested in over 130 private and AIM quoted companies."
"The VCTs target an annual dividend equal to 6% of NAV. A diverse portfolio helps ensure individual failures, inevitable when investing in small companies, don't sink the whole VCT. That conservative approach meant Maven missed out on some of the most spectacular returns in the 2021 boom, but has stood it in better stead more recently as some other VCTs have seen a dramatic reversal in their performance."
Maven VCTs launched an offer for up to £50 million (£30 million + £20 million overallotment). The VCTs hold total net assets of £294 million and a portfolio spanning over 130 companies. Investment strategy prioritizes loss mitigation by targeting established B2B firms with recurring revenues in defensive sectors such as cybersecurity and diagnostic services. The funds target an annual dividend equal to 6% of NAV and delivered a five-year average NAV total return of 19.0% to June 2025. Broad diversification across four VCTs reduces the impact of individual company failures. The conservative approach sacrificed some 2021 boom upside but has preserved performance amid recent reversals.
Read at London Business News | Londonlovesbusiness.com
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