VCT Current Offers
We expect demand for VCTs to outstrip supply for the forseeable future as the number of opportunities for tax efficient investing by higher rate taxpayers reduces.
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.
Please note that tax rates and bases can change without notice. VCTs should be considered to be high risk investments suitable only for experienced investors who can afford to incur losses.
|Name||Issue type||Closing Dates||Min |
|Evergreen VCTs - these have no formal plan to provide an exit (What does this mean?)|
|Downing FOUR Generalist VCT||New VCT: New VCT||5 April 2017 |
30 Sept 2017
|£5,000||£12.0m / £20.0m||2%|
The Downing FOUR Generalist Share class focuses on growth investments, by investing in a blend of companies at different stages in the business life cycle.
|Downing FOUR Healthcare VCT||New VCT: New VCT||5 April 2017 |
30 Sept 2017
|£5,000||£4.0m / £10.0m||2%|
Downing FOUR VCT Healthcare Share class will focus on investing in innovative healthcare and biomedical companies.
|Elderstreet VCT||Top-up||5 April 2016 |
1 May 2017
|£6,000||£9.8m / £20.0m||2.5%|
Elderstreet VCT is an established generalist VCT having launched in 1998, however remains a concentrated portfolio of 24 underlying investments and small in size.
|Pembroke VCT (B Share)||Top-up||5 April 2017 |
28 April 2017
|£3,000||£8.0m / £15.0m||3%|
Pembroke VCT B Share sits within Oakley Investment Management, a private equity specialist. The VCT is generalist, investing in companies with a focus on consumer brands.
|Limited Life VCTs - these plan to wind up within a defined period to provide an exit for investors (What does this mean?)|
|Triple Point Income VCT (E Shares)||New share class||31 March 2017 |
27 April 2017
|£5,000||£27.5m / £30.0m||3%|
The Triple Point Income VCT (E Share) is a new share class, predominantly investing in unquoted businesses with strong asset bases and predictable revenue streams.
* Discount includes any discount offered by the promoter
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.