Octopus Apollo VCT invests in business-to-business (B2B) software companies that have successfully brought their product or service to market and are looking for investment to accelerate their growth. Investors get access to a diversified portfolio of around 45 companies with high growth potential, as well as the expertise of Octopus Ventures, known for identifying and supporting innovative businesses that have grown to become household names, including Depop and Zoopla.
Reasons to invest in Apollo:
- Octopus Apollo VCT targets an annual tax-free dividend yield of 5% of the net asset value (NAV) with the potential for special dividends, though these are not guaranteed.
- Octopus Ventures works with the companies it backs to improve their chance of being more successful, whether that’s taking a seat on the board, helping them expand overseas, or introducing them to industry experts.
- An established and diversified portfolio that has around 45 UK smaller companies across a wide variety of industries.
Example portfolio companies:
SOVA | SOVA is a human resources technology (HRTech) company designed to manage the assessment of candidates for large organisations, helping them improve transparency and diversity.
Switchee | Switchee is a smart thermostat hardware and software provider focussed on improving outcomes for social housing and housing associations.
VaultSpeed | VaultSpeed helps large and mid-market companies with automation of complex and time-consuming data activities, helping companies to integrate their datasets into data warehouses.
Key risks to keep in mind
- This is a high-risk investment. The value of an investment in Octopus Apollo VCT, 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 are by their nature high risk, their share price may be volatile and they may be hard to sell.
VCT investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation or any other matters. This document is an advertisement and not a prospectus. Any decision to invest should only be made on the basis of the information contained in the prospectus, supplementary prospectus, AIFMD supplement and the Key Information Document (KID) available here. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880.