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Octopus Apollo VCT (LSE:OAP3) 5-Year Yield-on-Cost % : 4.19 (As of May. 26, 2024)


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What is Octopus Apollo VCT 5-Year Yield-on-Cost %?

Octopus Apollo VCT's yield on cost for the quarter that ended in Jul. 2023 was 4.19.


The historical rank and industry rank for Octopus Apollo VCT's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:OAP3' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.44   Med: 4.73   Max: 8.1
Current: 4.19


During the past 13 years, Octopus Apollo VCT's highest Yield on Cost was 8.10. The lowest was 3.44. And the median was 4.73.


LSE:OAP3's 5-Year Yield-on-Cost % is ranked worse than
62.88% of 1215 companies
in the Asset Management industry
Industry Median: 5.92 vs LSE:OAP3: 4.19

Competitive Comparison of Octopus Apollo VCT's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Octopus Apollo VCT's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Octopus Apollo VCT's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Octopus Apollo VCT's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Octopus Apollo VCT's 5-Year Yield-on-Cost % falls into.



Octopus Apollo VCT 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Octopus Apollo VCT is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Octopus Apollo VCT  (LSE:OAP3) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Octopus Apollo VCT 5-Year Yield-on-Cost % Related Terms

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Octopus Apollo VCT (LSE:OAP3) Business Description

Traded in Other Exchanges
N/A
Address
33 Holborn, 6th Floor, London, GBR, EC1N 2HT
Octopus Apollo VCT PLC is a venture capital trust company based in the United Kingdom. The company aims to provide shareholders with attractive tax-free dividends and long-term capital growth by investing in a diverse portfolio of predominantly unquoted companies. The company's portfolio of investments comprises of various unquoted investment instruments, including ordinary and preference shares, loan stocks and convertible securities, to achieve an appropriate balance of income and capital growth. It holds a diversified portfolio by investing in a broad range of industry sectors.

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