Previous VCT offers
Important information - Venture Capital Trusts (VCTs) invest in small, early-stage, unlisted companies and are considered high-risk investments. It’s difficult to access your money in the short term and their value can go down as well as up so you could get back less than you put in. VCTs are long-term investments and should only be a consideration for experienced investors with larger portfolios. We suggest they form a small part of a diversified portfolio. This isn’t personal advice, if you’re unsure if VCTs are right for you, please consider taking advice. Tax rules can change, and their benefits depend on your individual circumstances.
Previous offers
These VCT offers were available via HL but are now closed to new investment.
You can see the details of the offers below.If you want to know when new VCT offers become available, sign up for VCT alerts.
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Initial charge before discount
The initial charge applied by the VCT provider before any discounts are applied.5.5% -
Discount via HL
The discount HL offers to its clients.2.5% -
Net initial charge
The initial charge minus the discount HL offers to its clients.3% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.5%
Octopus AIM VCT invests in emerging UK companies listed on AIM. It holds around 80 established, maturing businesses from a diverse range of sectors. The team focuses on companies where there’s a strong business idea and plenty of room to grow.
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Initial charge before discount
The initial charge applied by the VCT provider before any discounts are applied.5.5% -
Discount via HL
The discount HL offers to its clients.2.5% -
Net initial charge
The initial charge minus the discount HL offers to its clients.3% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.5%
Octopus AIM VCT 2 invests primarily in AIM companies to help them grow. It looks for companies with strong management, healthy balance sheets and potential for growth. A sister VCT of Octopus AIM VCT, the team has over 150 years of investment experience.
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Initial charge before discount
The initial charge applied by the VCT provider before any discounts are applied.5.5% -
Discount via HL
The discount HL offers to its clients.2.5% -
Net initial charge
The initial charge minus the discount HL offers to its clients.3% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.5%
Octopus Apollo invests in higher-risk smaller businesses that have already brought their product or service to market successfully. The manager focusses on business-to-business software companies with high growth potential. The VCT has a diversified portfolio of around 45 companies.
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Initial charge before discount
The initial charge applied by the VCT provider before any discounts are applied.3% -
Discount via HL
The discount HL offers to its clients.0.0% -
Net initial charge
The initial charge minus the discount HL offers to its clients.3% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.5%
Octopus Future Generations VCT invests in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
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Initial charge before discount
5.5% -
Discount via HL
2.5% -
Net intial charge
3% -
Target dividend
5%
Octopus AIM VCT invests in emerging UK companies listed on AIM. It holds around 80 established, maturing businesses from a diverse range of sectors. The team focuses on companies where there’s a strong business idea and plenty of room to grow.
-
Inital charge before discount
5.5% -
Discount via HL
2.5% -
Net initial charge
3% -
Target dividend
5%
Octopus AIM VCT 2 invests primarily in AIM companies to help them grow. It looks for companies with strong management, healthy balance sheets and potential for growth. A sister VCT of Octopus AIM VCT, the team has over 150 years of investment experience.
-
Initial charge before discount
5.5% -
Discount via HL
2.5% -
Net initial charge
3% -
Target dividend
5%
Octopus Apollo invests in higher-risk smaller businesses that have already brought their product or service to market successfully. The manager focusses on business-to-business software companies with high growth potential. The VCT has a diversified portfolio of around 45 companies.
-
Initial charge before discount
3% -
Discount via HL
0.0% -
Net initial charge
3% -
Target dividend
5%
Octopus Future Generations VCT invests in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
Insights
Guide to Venture Capital Trusts
Everything you need to know about investing in VCTs
How to claim VCT income tax relief
All you need to know to claim your VCT income tax relief
