Octopus AIM VCT 1 & 2

The Octopus AIM VCTs predominantly invest in companies listed on AIM, and offer investors access to mature and diverse portfolios.

About the manager

Octopus Investments was established in 2000, and now employs over 450 members of staff, of which over 80 are investment professionals, and over £5 billion of assets under management. Their focus is on smaller companies and their services include fund management and tax efficient investment solutions including Inheritance tax, EIS and VCTs.

How to invest

All application forms should be sent to EQ Investors in order to qualify for the discounts. Please note that information on closing dates is provided by the VCT Managers. In practice offers may be over-subscribed earlier, or may be extended. During the two months prior to the end of the tax year we strongly recommend that applications are submitted to us as soon as possible to avoid disappointment.

Important Information

The information set out above is included for information purposes only and is not an offer or an invitation to buy or sell or a solicitation of an offer or invitation to buy or sell or enter into any agreement with respect to any security, product, service or investment. Any opinions expressed do not constitute investment advice and independent advice should be sought where appropriate. All information is current as of the date of publication, subject to change without notice, and may become outdated over time.

Links to third party sites or pages are for information purposes only and such sites and pages are not part of this website or the responsibility of EQ Investors Limited and have not have been reviewed or verified by EQ Investors Limited. Following links to or from any other sites or pages shall be at your own risk.

Venture Capital Trusts should be regarded as higher risk investments, suitable only for experienced investors who are able to withstand losses.

Overview

VCT typeEvergreen
Offer typeTop-up
EQ discountNew Investor 2.5%
Existing Investor 3.5%
Closing date5 April 2018
15 June 2018
Raised / sought£27.5m / £30.0m
Min. investment£5,000