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Hi.

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This video is focused on how to use 
MICAP’s performance charts

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to compare the performance of EIS and SEIS funds.

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To start, select EIS/SEIS Performance under the
Performance menu in the black row.

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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.

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The default view shows the ROI on all 
investments made by each fund since inception.

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Realised returns are shown in yellow 
and unrealised returns are in grey.

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The amount invested is shown 
as the grey outline box.

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There are a number of things you can do from here.

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The first is to toggle the view from ROI to showing the
amounts invested and returned in pounds and pence.

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Next, you can change the valuation methodology.

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By default, internally-calculated valuations
have not been included.

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These are revaluations of investee companies
provided by the fund manager

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where there has been no investment 
into the company at that price.

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You can re-introduce these valuations 
by selecting the checkbox.

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The next thing you can do is show 
the performance of the investments  

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made by all EIS and SEIS funds 
in any particular tax year.

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Hover over a fund at any time to see a 
breakdown of the data for that tax year. 

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Finally, if you want to see the performance 
since inception of a particular fund,

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simply select that fund’s name.

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Below, there is another chart that shows 
you the total number of

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positive exits achieved by each fund relative
to the total number of investments made.

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If you want to see where a particular fund sits, 
simply select the checkbox next to that fund.

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Finally, below that is another chart that shows 
you the same data but for below par exits.

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And that's it.

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Thanks for watching - we’ll see you in the next video.