Compare our Venture Capital Trusts
Explore the differences between our Venture Capital Trusts (VCTs)
Octopus Investments is the largest provider of VCTs in the market.¹ We offer three VCTs, each with its own unique focus.
VCT comparison
Titan VCT | Apollo VCT | AIM VCTs | |
---|---|---|---|
In a sentence | Investments in tech-enabled businesses with high growth potential | Accelerates the growth of proven businesses | Invests in VCT-qualifying companies listed on AIM |
Net assets | Over £1.1 billion¹ | Over £210 million¹ | Over £310 million² |
Number of portfolio companies | 80+ | 40+ | AIM VCT: 81 AIM VCT2: 79 |
Typical investments | Early stage, tech-enabled companies | Businesses with recurring revenues, especially software businesses | AIM listed or pre-IPO businesses in any sector |
Example portfolio companies | Bought By Many Big Health Elvie | Natterbox Veeqo One Team Logic | Breedon Ergomed Gear4Music |
The value of a VCT investment can fall as well as rise. You may not get back the full amount you invest. The share prices of smaller companies may rise or fall more than the shares of companies listed on the main market of the London Stock Exchange.
Explore our VCTs in more detail
Octopus Titan VCT
Octopus Apollo VCT
Octopus AIM VCTs
Take a closer look inside our VCTs
Learn more about the companies our VCTs invest in
Titan VCT portfolio companies
Apollo VCT portfolio companies
AIM VCTs portfolio companies
Breedon
Supplying a wide range of materials to the construction industry.
Gear4music
Leading online retailer of musical instruments.
Ergomed
Pioneering treatments for the world’s rarest diseases.
Risks to bear in mind
Capital at risk
The value of a VCT investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
Tax treatment may change
Tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the VCT maintaining its qualifying status.
Five-year minimum holding period
Investors need to hold shares for a minimum of five years. If you decide to sell your shares before then, you will be required to repay to HM Revenue & Customs (HMRC) any upfront income tax relief you’ve claimed.
VCTs are a high-risk investment
VCTs invest in smaller companies that are often not listed on the main market of the London Stock Exchange. Investments in smaller companies can fall or rise in value much more sharply than shares in larger, more established companies. They can also be harder to sell.
Have a question about any of our VCTs? We can help
If you’ve got a question about any of our products or services, please get in touch.