# Baronsmead Second Venture Trust plc (BMD)

**Page:** https://fundology.uk/fund/bmd · ISIN GB0030028103

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, BMD (Baronsmead Second Venture Trust plc, ISIN GB0030028103) closed at £0.45 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −44.8% (income paid out is not included), or −56.9% after UK CPIH inflation.

## Summary

Baronsmead Second Venture Trust plc is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£0.45** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | BMD |
| ISIN | GB0030028103 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | -12.62% | -15.72% | price only |
| 3 years | -11.85% | -20.36% | price only |
| 5 years | -44.79% | -56.90% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Baronsmead Second Venture Trust plc in pounds (price only, income paid out not included): 2022 −20.8%, 2023 −13.5%, 2024 −1.8%, 2025 −5.5%; 2026 to 13/11/2026 −11.0%. Returns of Baronsmead Second Venture Trust plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −12.2%; to 30/09/2025: −8.9%; to 30/09/2024: +0.9%; to 30/09/2023: −15.4%; to 30/09/2022: −23.5%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -20.8% | -27.5% | Price |
| 2023 | -13.5% | -16.9% | Price |
| 2024 | -1.8% | -5.2% | Price |
| 2025 | -5.5% | -8.8% | Price |
| 2026 to 13/11/2026 | -11.0% | -13.8% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 20.48% | -19.25% |
| 3 years | 14.82% | -26.21% |
| 5 years | 13.86% | -47.80% |

## Largest fall

Volatility of Baronsmead Second Venture Trust plc in pounds, annualised from weekly returns to 13/11/2026: 20.5% over 1 year, 14.8% over 3 years, 13.9% over 5 years. Largest fall in the price of Baronsmead Second Venture Trust plc since November 2021, in pounds: −47.8% from 21/01/2022 to 17/04/2026. The lowest 12-month return of Baronsmead Second Venture Trust plc in pounds (price only, income paid out not included) since January 2021 was −25.8% (12 months to 21/10/2022); the highest was +10.9% (12 months to 22/11/2024). On 13/11/2026 the price of Baronsmead Second Venture Trust plc was 45.1% below its highest weekly close since November 2021 (21/01/2022), in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of BMD?**

The ISIN of BMD is GB0030028103. An ISIN identifies one exact share class of a fund; BMD is its ticker on the London Stock Exchange.

**What were BMD’s returns in each of the last five years?**

Calendar-year returns of BMD in pounds (price only, income paid out not included): 2022 −20.8%, 2023 −13.5%, 2024 −1.8%, 2025 −5.5%; 2026 to 13/11/2026 −11.0%. Past performance is not a guide to future returns.

**How has BMD done after inflation?**

Over the five years to 13/11/2026 BMD’s price changed by −44.8% (income paid out is not included), or −56.9% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.