Mobeus VCTs

The four VCTs run by Mobeus Equity Partners have announced they intend to launch a subscription offer in 2017/18 tax year.

The VCTs are:

  • Mobeus Income & Growth VCT
  • Mobeus Income & Growth 2 VCT
  • Mobeus Income & Growth 4 VCT
  • The Income & Growth VCT

It has not yet been announced when the offers will open, how much they intend to raise or when the prospectus will be available. We will update this page as soon as these details are confirmed.

The manager

The origins of Mobeus Equity Partners go back to a team of four at GLE Development Capital – Mark Wignall, Jonathan Gregory, Bob Henry and Mike Walker, all of whom are still at the partnership. In 2004 they created Matrix Private Equity Partners as a joint venture with Matrix Group; this was renamed Mobeus Equity Partners following a management buyout in 2012.

It has historically operated in private equity and supporting management buyouts. In 2016 it formed a new Growth Capital team, headed by Trevor Hope who previously managed investments at Beringea.

The VCTs

  Launched Net Asset Value (31 Dec 2016)
Mobeus Income & Growth VCT 2005 £59.8 million
Mobeus Income & Growth VCT 2 2000 £41.0 million
Mobeus Income & Growth VCT 4 1999 £50.9 million
The Income & Growth VCT 2000 £70.5 million
TOTAL £222.2 million

Source: Mobeus Equity Partners

Holdings

Many holdings are common across each of the VCT portfolios. Among the top holdings overall are Virgin Wines (wine club), Entanet (voice and data telecoms) and Veritek (equipment maintenance).

Recent investments include Biosite (access control for the construction industry), Buster + Punch (industrial lighting and design) and Tapas Revolution (Spanish restaurant chain).

The 2017/18 offer for subscription

We will update this page with offer documents as soon as they are available.

The details

Targeted Dividend
TBA
Initial Charge
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Minimum Investment
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Sector
Generalist
Deadline
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WealthClub Saving
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