Available VCT offers
These are the current offers available. More may be added in future as and when they are available.
We offer this service to allow clients to invest in VCTs that we can make available, but we haven’t selected them on the basis of independent research. These aren’t personal recommendations, if you’re unsure if a VCT is right for you, please take personal financial advice. All investments and any income from them, fall as well as rise in value, so you could get back less than you invest.
Each VCT issues a prospectus at launch which gives details of specific risks and conditions. It should be read thoroughly before considering an investment.
Minimum investment £10,000
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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.3% -
Net initial charge
The initial charge minus the discount HL offers to its clients.2.5% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.5%
Blackfinch Spring VCT invests in young companies at the growth stage of development. They look for companies that have already raised funding, gained traction and aim to accelerate the scale-up process. They focus on companies across many industries using the Internet, mobile devices and social media to offer their customers better products and services.
Early bird discount: 1.5% discount on applications received by 5pm 27 January 2025, 1% discount on applications received by 5pm 3 April 2025.
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Inital charge before discount
The initial charge applied by the VCT provider before any discounts are applied.5% -
Discount via HL
The discount HL offers to its clients.2% -
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%
Calculus VCT invests in entrepreneurial business with growth potential across technology, healthcare and entertainment sectors. It looks for scalable companies with developed market traction with defensible intellectual property.
Early bird discount: 2% discount on applications received by 5pm 17 December 2024, or on the first £2mn raised. 1.5% discount on applications received by 5pm 19 February 2025, or next £3mn raised.
-
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.
-
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.
-
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.
Early bird discount: 1% discount on applications received by 5pm 31 January 2025.
-
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.1% -
Net initial charge
The initial charge minus the discount HL offers to its clients.2% -
Target dividend
The target dividend of the VCT. Often provided as a percentage of the net asset value (NAV) of the VCT.4-6%
Praetura Investments supports innovative businesses in the north of England, focusing on companies with strong growth potential. This VCT targets businesses that have demonstrated market validation and are ready to scale.
Early bird discount: 2% discount to the initial charge for applications received by 3 April 2025.
-
Initial charge before discount
5.5% -
Discount via HL
3% -
Net initial charge
2.5% -
Target dividend
5%
Blackfinch Spring VCT invests in young companies at the growth stage of development. They look for companies that have already raised funding, gained traction and aim to accelerate the scale-up process. They focus on companies across many industries using the Internet, mobile devices and social media to offer their customers better products and services.
Early bird discount: 1.5% discount on applications received by 5pm 27 January 2025, 1% discount on applications received by 5pm 3 April 2025.
-
Inital charge before discount
5% -
Discount via HL
2% -
Net initial charge
3% -
Target dividend
5%
Calculus VCT invests in entrepreneurial business with growth potential across technology, healthcare and entertainment sectors. It looks for scalable companies with developed market traction with defensible intellectual property.
Early bird discount: 2% discount on applications received by 5pm 17 December 2024, or on the first £2mn raised. 1.5% discount on applications received by 5pm 19 February 2025, or next £3mn raised.
-
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.
Early bird discount: 1% discount on applications received by 5pm 31 January 2025.
-
Initial charge before discount
3% -
Discount via HL
1% -
Net initial charge
2% -
Target dividend
4-6%
Praetura Investments supports innovative businesses in the north of England, focusing on companies with strong growth potential. This VCT targets businesses that have demonstrated market validation and are ready to scale.
Early bird discount: 2% discount to the initial charge for applications received by 3 April 2025.