Congratulations to our Investment Trust clients; AVI Global, Biotech Growth, Polar Capital Technology and Worldwide Healthcare who would have made investors an “ISA millionaire”
February 2024
Many congratulations to our annual report clients; AVI Global, Biotech Growth, Polar Capital Technology and Worldwide Healthcare Investment Trusts who would have made investors an “ISA Millionaire”
If an investor had invested their full annual ISA allowance annually from 1999 to 2023, a total of £306,560, and reinvested the dividends in the same trust each year, they would have generated a tax-free pot of over £1 million by 31 January 2024, according to research from the Association of Investment Companies.
Special congratulations to Polar Capital Technology Trust where the investment would have generated a remarkable £1,912,656.
Source: theaic.co.uk / Morningstar. % share price total return is for a single lump sum invested at the beginning of the period. Total ISA investment value is the total value of an investment on 31/01/2024 if the maximum ISA limit for each year had been invested annually from 1999 to 2023, with the investment being made on 6 April each year.
Perivan enjoy a long-standing reputation for producing annual reports for Investment Companies. We have grown our client portfolio to over 50 companies who are members of the Association of Investment Companies making us the leader in this sector.
