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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 VCTApollo VCTAIM VCTsFuture Generations VCT
In a sentenceInvestments in tech-enabled businesses with high growth potentialAccelerating the growth of smaller B2B software companiesInvests in VCT-qualifying companies listed on the AIM indexInvesting in businesses that aim to build a sustainable planet, empower people, or revitalise healthcare
Net asset valueOver £1.1 billion¹Over £349 million¹Over £240 million¹Over £42m¹
Number of portfolio companiesAround 125Around 45AIM VCT: 86
AIM VCT2: 85
18
Typical investmentsEarly-stage, tech-enabled businessesBusinesses with recurring revenues, especially software businessesAIM listed or pre-IPO businesses in any sectorEarly stage, tech-enabled businesses that align with one of the investment themes
Example portfolio companiesPelago
KatKin
Ori

Derlio
Fable Data
Wazoku
Equipmake
GB Group
Breedon Group
Neat
Cobee
Oto
¹By funds under management. The Association of Investment Companies, August 2023

The value of a VCT investment can fall as well as rise. Investors may not get back the full amount they 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.

VCT comparison

Titan VCTApollo VCTAIM VCTsFuture Generations VCT
In a sentenceInvestments in tech-enabled businesses with high growth potentialAccelerating the growth of smaller B2B software companiesInvests in VCT-qualifying companies listed on the AIM indexInvesting in businesses that aim to build a sustainable planet, empower people, or revitalise healthcare
Net asset valueOver £1.1 billion2Over £385 million3Over £216 million4Over £45m2
Number of portfolio companies14045AIM VCT: 88
AIM VCT2: 87
25
Typical investmentsEarly-stage, tech-enabled businessesBusinesses with recurring revenues, especially software businessesAIM listed or pre-IPO businesses in any sectorEarly stage, tech-enabled businesses that align with one of the investment themes
Example portfolio companiesPelago
Skin+Me
Minimum
Natterbox
Fable Data
One time Logic
Breedon
Equipmake
Diaceutics
Secfix
Skin+Me
Neat
¹By funds under management. The Association of Investment Companies, January 2024.
2Octopus Ventures, June 2023.
3Octopus Ventures, 31 July 2023.
4Octopus Investments, 31 December 2023.

The value of a VCT investment can fall as well as rise. Your client may not get back the full amount they 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

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

Future Generations VCT portfolio companies

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.