# Baronsmead Venture Trust plc (BVT)

**Page:** https://fundology.uk/fund/bvt · ISIN GB0002631934

## 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, BVT (Baronsmead Venture Trust plc, ISIN GB0002631934) closed at £0.442 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −42.6% (income paid out is not included), or −55.2% after UK CPIH inflation.

## Summary

Baronsmead 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: **£0.442** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | BVT |
| ISIN | GB0002631934 |
| 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 | -10.62% | -13.78% | price only |
| 3 years | -11.86% | -20.37% | price only |
| 5 years | -42.60% | -55.19% | price only |

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

## Calendar-year returns

Calendar-year returns of Baronsmead Venture Trust plc in pounds (price only, income paid out not included): 2022 −21.7%, 2023 −11.8%, 2024 −1.0%, 2025 −6.9%; 2026 to 13/11/2026 −8.7%. Returns of Baronsmead Venture Trust plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −10.3%; to 30/09/2025: −11.2%; to 30/09/2024: +3.8%; to 30/09/2023: −14.6%; to 30/09/2022: −22.6%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -21.7% | -28.3% | Price |
| 2023 | -11.8% | -15.3% | Price |
| 2024 | -1.0% | -4.3% | Price |
| 2025 | -6.9% | -10.1% | Price |
| 2026 to 13/11/2026 | -8.7% | -11.6% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 20.21% | -18.45% |
| 3 years | 14.96% | -22.94% |
| 5 years | 14.07% | -45.81% |

## Largest fall

Volatility of Baronsmead Venture Trust plc in pounds, annualised from weekly returns to 13/11/2026: 20.2% over 1 year, 15.0% over 3 years, 14.1% over 5 years. Largest fall in the price of Baronsmead Venture Trust plc since November 2021, in pounds: −45.8% from 21/01/2022 to 17/04/2026. The lowest 12-month return of Baronsmead Venture Trust plc in pounds (price only, income paid out not included) since January 2021 was −26.0% (12 months to 21/10/2022); the highest was +7.8% (12 months to 14/01/2022). On 13/11/2026 the price of Baronsmead Venture Trust plc was 43.0% 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 BVT?**

The ISIN of BVT is GB0002631934. An ISIN identifies one exact share class of a fund; BVT is its ticker on the London Stock Exchange.

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

Calendar-year returns of BVT in pounds (price only, income paid out not included): 2022 −21.7%, 2023 −11.8%, 2024 −1.0%, 2025 −6.9%; 2026 to 13/11/2026 −8.7%. Past performance is not a guide to future returns.

**How has BVT done after inflation?**

Over the five years to 13/11/2026 BVT’s price changed by −42.6% (income paid out is not included), or −55.2% 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.