Octopus Apollo VCT fund manager update

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

This on demand webinar was recorded on 7 November 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

What you’ll learn:

• Apollo and the team who run it.
• Apollo's investment strategy and approach.
• The economic backdrop, how it’s impacting venture capital, and how VCTs could enhance an investment portfolio.
• An update on Apollo, including the portfolio and fund performance.
• Why you should be considering Apollo for your clients.
• The market outlook.

Octopus Apollo VCT invests in higher risk small businesses that have already brought their product or service to market successfully. Investors get access to a diversified portfolio of around 45 companies (focusing on business-to-business (B2B) software) with high growth potential, as well as the expertise of Octopus Ventures, one of Europe’s largest venture capital teams.¹

Key risks to bear in mind:

• 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 depends on individual circumstances and may change in the future.
• Tax reliefs depend on the VCT maintaining its VCT-qualifying status.
• 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.

¹ 2023 Annual Interactive Global League Tables, PitchBook, 23 February 2024

Speaker:

Richard Court

Lead fund manager

Richard joined Octopus in 2017 and runs the Development Capital team. He is fund manager for Octopus Apollo VCT and sits on the Investment Committee. He is responsible for new investments and sits on a number of portfolio company boards.

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