NOW OPEN – Octopus AIM VCTs are open to new investment
25 September 2023
Please be aware that the last fundraise for the Octopus AIM VCTs saw capacity fill in just 21 days. If you have clients who would like to invest, we’d encourage you to get their application in sooner rather than later to avoid disappointment.
Loyalty discount
Clients who have previously invested in any Octopus VCT will qualify for a 1% loyalty discount.
About Octopus AIM VCTs
The Octopus AIM VCTs feature around 90 established, maturing businesses from a diverse range of sectors, from building materials and pharmaceuticals to software development and battery technology. The VCTs are managed by the Octopus Quoted Companies team, which includes some of the most experienced AIM-focused fund managers in the industry, with over 150 years of investment experience. Together, they manage over £1.9 billion.
Key risks to remember
- The value of an investment in the Octopus AIM VCTs, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and may change in the future.
- Tax reliefs depend on the VCTs maintaining their VCT-qualifying status.
- VCT shares are by their nature high risk, their share price may be volatile and they may be hard to sell.
