YFM Group Limited David Livesley Investment Director Yorkshire Funds
YFM Group Limited What we do What we invest in How we are judged What we deliver
Funds Overview Dec 2007Dec 2006 Funds Managed £300m£250m Available to invest £137m£135m No. investments Investment Range from £100k up to £8million “the leading provider of venture capital and private equity to UK SMEs “
What We Invest In Dec 2007 (%)Dec 2006 (%) Start up Early Expansion Development MBO / MBI AIM Follow on
Sep-04Sep-05Sep-06Mar-07Jun-07 DrawdownNAVReturn £’m Target return 2-3 x capital How we are judged Baring English Growth Fund (North) Performance
How we are judged British Smaller Companies VCT Plc Supported by 5,300 Private Investors 3 & 5 year growth no 2 out of 74 funds
Structural Funds in Yorkshire
13 investment staff in the region 48 deals in the last 12 months
What we Deliver Exits in the last 3 years – year ending 31 October 16 realisations created 41millionaires with combined wealth £170million Returns to our investors – approx £70million on £22.5m