Hi.
This video is focused on how to use MICAP’s performance charts
to compare the performance of EIS and SEIS funds.
To start, select EIS/SEIS Performance under the Performance menu in the black row.
The first thing you can see is a list of all EIS and SEIS funds in the market that have supplied full performance data to MICAP.
The default view shows the ROI on all investments made by each fund since inception.
Realised returns are shown in yellow and unrealised returns are in grey.
The amount invested is shown as the grey outline box.
There are a number of things you can do from here.
The first is to toggle the view from ROI to showing the amounts invested and returned in pounds and pence.
Next, you can change the valuation methodology.
By default, internally-calculated valuations have not been included.
These are revaluations of investee companies provided by the fund manager
where there has been no investment into the company at that price.
You can re-introduce these valuations by selecting the checkbox.
The next thing you can do is show the performance of the investments
made by all EIS and SEIS funds in any particular tax year.
Hover over a fund at any time to see a breakdown of the data for that tax year.
Finally, if you want to see the performance since inception of a particular fund,
simply select that fund’s name.
Below, there is another chart that shows you the total number of
positive exits achieved by each fund relative to the total number of investments made.
If you want to see where a particular fund sits, simply select the checkbox next to that fund.
Finally, below that is another chart that shows you the same data but for below par exits.
And that's it.
Thanks for watching - we’ll see you in the next video.