At ei gilydd, mae'r gronfa wedi helpu i ddiogelu neu greu mwy na 310 o swyddi gwerth uchel dros 10 mlynedd yng Nghymru. Erbyn diwedd mis Rhagfyr 2019, roedd gwerth teg gweddill y buddsoddiadau wedi gostwng i £15m, gan adlewyrchu perfformiad y portffolio. Erbyn diwedd 2020, a hyd at 2022, roedd tua 50% o weddill gwerth y gronfa yn cael ei gyfrif gan gyfran ecwiti’r gronfa yn Rutherford Health. Wedi'i effeithio'n sylweddol gan Covid-19 a chostau cynyddol, cyhoeddodd Rutherford Health ei fwriad i ddiddymu ym mis Mehefin 2022. Newidiodd y cyhoeddiad hwn y rhagolygon ariannol ar gyfer y gronfa yn sylweddol.
Overall, the fund has helped safeguard or create more than 310 high-value jobs over 10 years in Wales. By the end of December 2019, the fair value of the remaining investments had fallen to £15m, reflecting performance of the portfolio. By the end of 2020, and through to 2022, around 50% of the remaining value of the fund was accounted for by the fund’s equity stake in Rutherford Health. Significantly impacted by Covid-19 and rising costs, Rutherford Health announced its intention to liquidate in June 2022.This announcement fundamentally changed the financial outlook for the fund.