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Oberon AIM VCTLSE:OVCT 38 5-Year Yield-on-Cost % is 7.11 as of Jul. 25, 2026, which is 5% below its 10-year median of 7.46. GuruFocus rates LSE:OVCT with a GF Score™ of 38/100. The stock has 1 warning sign investors should review. Among 1,113 Asset Management companies, Oberon AIM VCT ranks better than 55.08% on this metric.
Oberon AIM VCT's yield on cost for the quarter that ended in Dec. 2025 was 7.11.
The historical rank and industry rank for Oberon AIM VCT's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:OVCT'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.63 Med: 7.46 Max: 14.29
Current: 7.11
During the past 13 years, Oberon AIM VCT's highest Yield on Cost was 14.29. The lowest was 2.63. And the median was 7.46.
LSE:OVCT's 5-Year Yield-on-Cost % is ranked better than 55.08% of 1113
companies
in the Asset Management industry
Industry Median: 6.47
vs LSE:OVCT: 7.11
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.
Oberon AIM VCT 5-Year Yield-on-Cost % Related Terms
LSE:OVCT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Oberon AIM 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.
Oberon AIM VCT 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oberon AIM VCT's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Oberon AIM VCT's 5-Year Yield-on-Cost % falls into.
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 Oberon AIM VCT is calculated as
Oberon AIM VCT (LSE:OVCT) has a 5-Year Yield-on-Cost % of 7.11 as of Jul. 25, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oberon AIM VCT and its competitors. This is near median its historical median of 7.46. Over the past decade, Oberon AIM VCT's 5-Year Yield-on-Cost % has ranged from 2.63 to 14.29. According to the industry distribution chart, Oberon AIM VCT ranks #500 out of 1113 companies in the Asset Management industry, placing it in the top 44.9%.
Is Oberon AIM VCT's 5-Year Yield-on-Cost % too high?
Oberon AIM VCT's current 5-Year Yield-on-Cost % of 7.11 is near median its 10-year median of 7.46. Over the past 10 years, this metric has ranged from a low of 2.63 to a high of 14.29. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Oberon AIM VCT's value of 7.11 is 9.9% above this industry median. Based on the distribution chart, Oberon AIM VCT ranks #500 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, Oberon AIM VCT has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Oberon AIM VCT's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Oberon AIM VCT ranks #500 out of 1113 companies for 5-Year Yield-on-Cost %. This puts Oberon AIM VCT in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.47. Oberon AIM VCT's value of 7.11 is 9.9% above this benchmark. Historically, Oberon AIM VCT's own 5-Year Yield-on-Cost % has ranged from 2.63 to 14.29 over the past decade. While the company's 10-year median is 7.46 vs. the industry median of 6.47, Oberon AIM VCT has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.47, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oberon AIM VCT's current 5-Year Yield-on-Cost % of 7.11 is 9.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oberon AIM VCT and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oberon AIM VCT's current 5-Year Yield-on-Cost % is 7.11, which is near median its own 10-year median of 7.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oberon AIM VCT stock overvalued right now?
Oberon AIM VCT (LSE:OVCT) has a current 5-Year Yield-on-Cost % of 7.11. The current 5-Year Yield-on-Cost % is 7.11, which is near median its 10-year median of 7.46 and 9.9% above the Asset Management industry median of 6.47. Oberon AIM VCT's overall GF Score™ is 38/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Oberon AIM VCT (LSE:OVCT), the current 5-Year Yield-on-Cost % is 7.11 as of Jul. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Oberon AIM VCT PLC is a Venture Capital Trust. The company's principal objective is to achieve long term capital growth and to pay tax free dividends when appropriate through investment in a diversified portfolio of qualifying companies quoted on AIM.
38GF Score
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