Fundology

Investment trust

PU13 Puma VCT 13 PLC

ISIN GB00BD5B1L68London Stock Exchange: PU13

Latest close

LSE

£1.18

on

Close unchanged since 30/09/2026 — the same price has been reported every trading day since, so this line may not have traded.

As of , at least 15 min delayed

At a glance

As of 13/11/2026, PU13 (Puma VCT 13 PLC, ISIN GB00BD5B1L68) closed at £1.18 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +6.8% (income paid out is not included), or −16.6% after UK CPIH inflation.

Past returns

Change in the fund’s price, after its ongoing charges. Any income paid out is not included. Periods to .
1 year to 13/11/2026
−1.7%
−5.2% after inflation
3 years to 13/11/2026
−7.8%
−16.7% after inflation
5 years to 13/11/2026
+6.8%
−16.6% after inflation

£1,000 put in five years ago would have been worth about £1,068 on 13/11/2026 — about £834 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.

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

How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH

Calendar-year and 12-month returns

Calendar-year returns of Puma VCT 13 PLC in pounds (price only, income paid out not included): 2022 +10.9%, 2023 0.0%, 2024 −6.3%, 2025 0.0%; 2026 to 13/11/2026 −1.7%. Returns of Puma VCT 13 PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −1.7%; to 30/09/2025: −2.4%; to 30/09/2024: −3.9%; to 30/09/2023: −7.3%; to 30/09/2022: +25.0%.

Calendar-year returns of PU13, in pounds (price only — income paid out is not included), to 13/11/2026
YearReturnAfter inflationReturn shown as a bar
to −1.7%−4.8%
to 0.0%−3.4%
to −6.3%−9.5%
0.0%−4.0%
+10.9%+1.5%
Returns of PU13 over 12-month periods to 30/09/2026, in pounds (price only — income paid out is not included)
12 months toReturnAfter inflation
from −1.7%−5.2%
from −2.4%−6.2%
from −3.9%−6.4%
from −7.3%−12.8%
from +25.0%+14.9%

As of , inflation: UK CPIH

How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing

Risk: volatility and largest fall

How far the price has swung and fallen. The same record as the returns, in pounds.

Volatility (annualised)

11.5%over 5 years

Volatility, annualised from weekly returns, by period
1 year4.9%
3 years3.8%
5 years11.5%

Annualised from weekly returns. Higher means bumpier.

Largest fall since November 2021
−19.0%
From to
Lowest 12-month return
−10.5%
12 months to
Highest 12-month return
+61.8%
12 months to
Below its highest weekly close since November 2021
17.5%
High of , latest

In words: Volatility of Puma VCT 13 PLC in pounds, annualised from weekly returns to 13/11/2026: 4.9% over 1 year, 3.8% over 3 years, 11.5% over 5 years. Largest fall in the price of Puma VCT 13 PLC since November 2021, in pounds: −19.0% from 14/10/2022 to 29/07/2026. The lowest 12-month return of Puma VCT 13 PLC in pounds (price only, income paid out not included) since January 2021 was −10.5% (12 months to 13/10/2023); the highest was +61.8% (12 months to 12/08/2022). On 13/11/2026 the price of Puma VCT 13 PLC was 17.5% below its highest weekly close since November 2021 (14/10/2022), in pounds.

As of , price only — income paid out is not included

How we work it out:Risk figuresFallsVolatilityLargest fall

In plain English

Puma VCT 13 PLC is an investment trust.

You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.

Terms:Investment trustShare classISIN

Key facts

Ticker
PU13
ISIN
GB00BD5B1L68
Structure
Investment trust
A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
Domicile
United Kingdom
Can usually be held in
ISA and SIPP
Check with your platform: each decides which funds it offers.
Currency hedged
No
Price currency
Pounds (GBP)

Price chart

Closing price
£1.18−1.7% over 1 year · closing price
PU13 closing price: £1.20 on 14/11/2025, £1.18 on 13/11/2026 (−1.7%); low £1.15, high £1.20.

Over the last year, the closing price went from £1.20 on 14/11/2025 to £1.18 on 13/11/2026 (−1.7%). The lowest close shown was £1.15 on 29/07/2026 and the highest £1.20 on 20/03/2026.

One close a week. Before 29/07/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.

As of , at least 15 min delayed

Five years of prices, and after inflation

254 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.

Create a free account to see the 5-year price chart and the after-inflation chart

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How we work it out:Prices and returnsNAV and price

Risk and return in depth

Ratios that weigh return against its ups and downs, every rolling period rather than a few fixed ones, and each large fall with how long it took to recover.
  • Sharpe, Sortino and Calmar ratios

    Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.

    With a free account
  • Rolling returns

    The full range of 244 rolling 12-month returns since January 2021, and of 140 rolling three-year returns, in pounds, with how often they were above zero.

    With a free account
  • Largest falls and recoveries

    The 2 largest falls since November 2021, in pounds, with how many weeks each took to reach its low and to recover.

    With a free account

Create a free account to see the risk ratios, every rolling return and each large fall and its recovery

Sign-up takes an email address. There is no card to enter and nothing to pay.

  • Moves compared with a similar fund

    Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 13/11/2026 (145 weeks).

    Pro

Pro — currently by invitation

Pro includes moves against a comparable fund

Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].

Questions people ask

What is the ISIN of PU13?

The ISIN of PU13 is GB00BD5B1L68. An ISIN identifies one exact share class of a fund; PU13 is its ticker on the London Stock Exchange.

What were PU13’s returns in each of the last five years?

Calendar-year returns of PU13 in pounds (price only, income paid out not included): 2022 +10.9%, 2023 0.0%, 2024 −6.3%, 2025 0.0%; 2026 to 13/11/2026 −1.7%. Past performance is not a guide to future returns.

How has PU13 done after inflation?

Over the five years to 13/11/2026 PU13’s price changed by +6.8% (income paid out is not included), or −16.6% after UK CPIH inflation. Past performance is not a guide to future returns.

Similar funds

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Fund documents and methods

Methodology:ReturnsCategoriesAll methods

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