VCT Offers

Below we list the current VCT offers available for investment. Each is accompanied by a brief commentary. For each of our Featured Offers we also provide an extended research note. 

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% (0.5%-1% early bird discount before 31 Oct) £6,000 31 Oct 2017 for early bird saving 0.5%
Baronsmead Venture Trust

Baronsmead Venture Trust is one of the longest-running VCTs, investing since 1995 in a diverse portfolio of UK growth businesses. Companies can be unquoted or listed on AIM.

Coming soon Coming soon Coming soon Coming soon Coming soon Coming soon  
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 has merged with Neptune Calculus VCT.

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

This new share class for the longstanding Downing Four VCT is looking to raise £10 million (with a further over-allotment of £10m) 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 Sep 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 31 Oct 2017 for early bird saving 3.25%  
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 29 Sep 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% 3.0%  
Hargreave Hale AIM VCT 2

The smaller of the two Hargreave Hale AIM VCTs is now using its overallotment facility, raising up to £5 million.

5.0% 3.5% £5,000 17 Nov 2017 1.0%  
Maven Income & Growth VCTs 3 and 4

Maven is one of the premier VCT managers. It manages six VCTs alongside its private equity and debt financing activities. Maven has particular strength in the UK regions, with 10 offices around the country.

Progressive 5% £5,000 2 Feb 2018 for early bird saving 2.5%
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 4 Apr 2018 2.5%  

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