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Performance of our Funds
| Inception Date | Latest Valuation Point | Total Return (%) | IRR (%) |
Real Estate |
|
|
|
|
Puma Property | Aug-02 | Sep-08 | 133.4 | 39.2 |
| Puma Brandenburg | Mar-06 | Nov-09 | -31.6 | -10.7 |
Puma Hotels | Jul-04 | Dec-09 | 90.1 | 13.4 |
Private Equity |
|
|
|
|
Puma I | Oct-96 | Dec-00 | 357.5 | 76.1 |
Puma II | Dec-99 | Jul-08 | 55.3 | 6.2 |
Puma VCT2 | Apr-05 | May-10 | 46.8 | 12.6 |
Puma VCT II2 | Apr-05 | May-10 | 46.9 | 13.0 |
Puma VCT III2 | Apr-06 | May-10 | 38.1 | 12.6 |
Puma VCT IV2 | Apr-06 | May-10 | 36.6 | 12.5 |
| Puma VCT V2 | Apr-08 | May-10 | 36.0 | 21.6 |
St Peter Port Capital | Apr-07 | Sep-09 | -1.4 | -0.5 |
Hedge Funds |
|
|
|
|
Puma Absolute Return (£) | May-03 | May-10 | 52.0 | 6.1 |
Puma Sphera | Dec-06 | May-10 | 55.3 | 13.4 |
Portfolio Management1 |
|
|
|
|
Model Portfolio Growth | Feb-02 | May-10 | 40.1 | 4.1 |
Model Portfolio Balanced | Feb-02 | May-10 | 57.3 | 5.6 |
Multi-Manager Growth | Jul-03 | May-10 | 100.5 | 10.6 |
Multi-Manager Income | Jul-04 | May-10 | 38.4 | 5.6 |
AIM IHT | Jul-05 | May-10 | 55.1 | 9.7 |
Note1: Please note all funds' performances listed under Portfolio Management are gross of fees. All other funds have had fees deducted.
Note2: Please note VCT returns include the 40% income tax relief.
The investments and investment services referred to may not be suitable for all investors and if in doubt visitors to this site should seek independent financial advice, including the tax consequences in respect of any proposed course of action, before making any investment decision. The value and income of any securities or investments and the price of shares and the income derived from them, which are mentioned on this site, may fall as well as rise.
Regulatory Framework and Disclaimer
Shore Capital Stockbrokers Limited is a member of the London Stock Exchange and is regulated by the Financial Services Authority ("FSA").
Shore Capital Limited and Shore Capital and Corporate Limited are regulated by the FSA.
The information on this website about Shore Capital Limited plc ("the Company") is derived from sources considered reliable but no warranty, expressed or implied, by the Company, its directors or employees is given as to its accuracy or completeness. No reliance should be placed on this information in any decision to acquire or dispose of shares in Shore Capital Limited plc or any investment referred to herein. Potential investors in the Company's shares are recommended to take advice before dealing from an authorised professional investment adviser or stockbroker.
The services described on this website are available solely subject to the terms and conditions of a client engagement agreement which will represent the whole agreement between any Shore Capital company and the client. The description on the website is to provide a preliminary overview and cannot be relied upon as the basis of any contractual obligation. No investment advice is offered on this site and none should be construed as being offered. Past performance is not necessarily a guide to the future and share and unit prices can go down as well as up.
Where links have been provided to other websites this has been done solely for our users' convenience, without giving any express or implied guarantee, endorsement or recommendation by Shore Capital Limited plc. Shore Capital Limited plc has no responsibility for the content of such websites and cannot accept any liability in this respect. Use of these links implies acceptance of this condition.
Whilst we seek to keep this website up-to-date, the information displayed is subject to change without notice.