Valuations are compelling, portfolio companies are performing well, and the deal pipeline is the most active it's been in years. The Octopus AIM VCTs have also just announced special dividends, their third in six years - returning tangible value to investors.
Join AIM VCT Fund Manager, Mark Symington for a 30-minute update on the AIM market, what's happening inside the Octopus AIM VCT portfolio, and why - with tax year end approaching - now could be the right time to invest.
We'll cover:
- What's driving renewed momentum on AIM and why the timing is significant
- New investments and where we're finding value
- Our latest special dividend and what it means for investors
- The pipeline, recent exits, and the outlook heading into tax year end
Key risks to keep in mind:
- This is a high-risk investment. The value of an investment, and any income from it, can fall as well as rise. Investors could end up getting back less than they put in
- Tax treatment depends on individual circumstances and tax rules could change in the future
- VCT shares could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell
- Tax reliefs depend on the VCT maintaining its qualifying status
This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID), which can be obtained from octopusinvestments.com.
VCT investments are not suitable for everyone. This communication does not constitute advice on investments, legal matters, taxation or any other matters. We recommend investors seek professional advice before deciding to invest.
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