VCT Offers

Below we list the current VCT offers available for investment. Each is accompanied by a brief commentary. The Wealth Club saving includes the discount we offer plus any early bird saving from the VCT.

VCTs are riskier than conventional investments so they're not for everyone. Before you invest you should ensure you have read and understood the product's Application Pack and the Risks and Commitments

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Albion VCTs

Albion Capital (formerly Albion Ventures) manages six VCTs; it is one of the longest established VCT managers. The funds have a broad spread of underlying investments in earlier-stage technology, more mature asset backed businesses, renewable energy, healthcare and education, and a strong credible team managing these.

4.6%-6.3% 2.5% £6,000 31 Jan 2018 (next allotment) 0%
Amati & Amati 2 VCTs

Paul Jourdan, Amati's lead manager is a veteran of investing in smaller companies and launched his first VCT in 2005, which is now called Amati AIM VCT. Dr Jourdan has adapted his approach over the years and now focuses on companies that are cash-generative and growing.

5% to 6% 3% £4,000 None 2%  
Calculus VCT

The Calculus VCT invests alongside the long-established Calculus EIS fund, which launched in 1999, offering a lower entry point for investors seeking Calculus’ approach to building a broadly diversified portfolio. In 2017 the VCT merged with Neptune Calculus VCT.

4.5% 5.0% £5,000 2 Feb 2018 for early bird saving 2.5%  
Downing FOUR VCT – Healthcare

This new share class for the longstanding Downing Four VCT is looking to raise up to £20 million to invest in early-stage healthcare, biotechnology and life sciences businesses. Downing is the overall manager, but will use the skills of specialist healthcare investor BioScience Managers to source and manage deals.

4.0% (from year four) 4.0% £5,000 30 Nov 2017 2.25%  
Downing ONE VCT

A blend of AIM companies, earlier stage growth opportunities and asset-backed deals from an established VCT manager.

4% 4.0% £5,000 28 Feb 2018 2.75%
Elderstreet VCT

Generalist VCT with a focus on growth businesses, particularly in software and computer services. Now co-invests alongside Draper Esprit which should enhance deal flow and opportunities to invest in larger more established businesses.

3-4p per Ordinary Share 5.5% £6,000 30 Nov 2017 2.5%  
Foresight 4 VCT

Foresight 4 VCT plc has a long history of takeovers, mergers and diverse investment mandates. Look beyond this, however, and the underlying story is a good one, with potentially promising prospects. The Foresight 4 VCT has merged with its smaller sibling, Foresight 3 VCT, and will together raise £50 million, with an over-allotment facility of a further £50 million.

Discretionary 5.5% £3,000 30 November 2017 for early bird saving of 1.0% 4.0%  
Hargreave Hale AIM VCT 2

The smaller of the two Hargreave Hale AIM VCTs is now using its overallotment facility, raising up to £7.5 million.

5.0% 3.5% £5,000 CLOSED 1.0%  
Northern VCTs

Managed by NVM Private Equity in Newcastle, the three Northern VCTs are among the longest-running Venture Capital Trusts and have built up a strong investor following over the years, gaining a reputation for share offers that quickly sell out. The managers invest in a broad spread of businesses throughout the whole of the UK and have made 11 new VCT-qualifying investments since the rule changes in 2015. Investors will also be exposed to legacy assets consisting mainly of MBO investments.

Discretionary 4% £6,000 CLOSED 2.25%  
Octopus AIM & AIM 2 VCTs

This is a £30 million fundraise for the Octopus AIM VCT and Octopus AIM VCT 2 (together the Octopus AIM VCTs). Investors will have exposure to a well-established portfolio of maturing and profitable AIM companies plus earlier-stage businesses from newer investments.

5% 5.5% £5,000 CLOSED 2.5%  
ProVen Growth & Income VCT

Beringea has a solid track record of investing in companies with good potential, particularly in digital media and consumer products, and supporting them until a profitable disposal can be achieved. We believe this is an offer worth considering.

5% 5.5% £5,000 20 Dec 2017 2.25%
ProVen VCT

ProVen VCT is a well established VCT with close to £100 million of net assets and 44 companies in the portfolio – ranging from larger, more established companies to younger ones. New investors will benefit from this already diverse portfolio as well as new investments.

5% 5.5% £5,000 20 Dec 2017 2.25%
Puma VCT 13

Shore Capital is highly experienced in the field of limited-life VCT management. The Puma VCTs aim to return capital after a defined period, investing in companies with assets or contractual revenue streams.

5p from year 2 3% £5,000 5 Apr 2018 1%  
Unicorn AIM VCT

Unicorn is a specialist smaller company fund manager. This VCT has been a consistent long-term performer. The managers look for companies with strong cash flows and potential to pay and grow dividends over time. This is a large, well-diversified VCT and is worthy of consideration.

Discretionary 5.5% £2,000 CLOSED 3.0%  

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