VCT Industry Report 2016/17
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Discover the developments in the VCT market
Explore the positive impact of VCTs on the UK economy
Learn about new rules and how managers respond to them
Learn about client suitability and financial planning ideas
Review how your peers use VCTs with our advisers’ survey and roundtable
Earn up to 4 hours of CPD
Our reports feature in
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After reading the report, you will understand:
Secondary market: What is a secondary market and how it improves the liquidity of VCTs
VCT vs EIS: Differences between the two schemes, fundraising totals to date and advantages of VCTs over EIS
Financial planning case studies: How VCTs can be applied in practice to address different client needs
VCTs’ Impact: How VCTs fill the funding gap for SMEs and contribute to the UK economy in terms of job creation and R&D
2016/17 fundrasing outlook: Find out how the market is responding to the new rules and whether there will be a capacity issue in the market this year
The report will also give you:
Due diligence: A due diligence framework that highlight the areas that require extra attention when it comes to VCT investing
Manager roundtable: See what the fund managers have to say about the impact of Brexit and recent legislative changes
Market update: A review of the latest open offers in the market and how they compare to each other
Types of VCTs: Explore the pros and cons of four different types of VCTs to determine what’s best for your clients
Industry analysis: A detailed look at the market composition, charges & fees, returns & hurdles and other key investment metrics
The Current State of Play in the VCT market
The report comprises a summary of the VCT market, an update on the market today, tips on how to advise on VCTs, an analysis of current investment opportunities, and surveys and interviews with both IFAs and investment providers.
What financial planners, wealth managers and IFAs said about our previous Industry reports
I have found this report very useful covering many aspects of EIS. Nice to see statistics and average charges in the report too. I have saved the report for future reference as it will be a useful resource to refresh my knowledge.
Very interesting and informative, the report made a complex area of financial planning much more understandable. Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent exam at the end to test my understanding.
Very comprehensive report and user friendly for non specialist investment advisers to give an update on the market direction and issues applying.
If you haven’t got a copy of the Alternative Investment Report – get it. It will rapidly become dog-eared through use.
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The 2016/17 VCT Industry Report is supported by leading investment providers
Amati Global Investors is a specialist investment management business based in Edinburgh, and focussed on investment in small and mid-sized companies in the UK. Amati manages the TB Amati UK Smaller Companies Fund, an open-ended fund which invests in companies quoted on the Alternative Investment Market (“AIM”) as well as fully listed companies including constituents of the Small Cap and Mid 250 indices. Amati also manages two Venture Capital Trusts – Amati VCT and Amati VCT 2 – which are primarily focussed on companies quoted on AIM, but also makes some investments in private companies where the managers believe that either an AIM flotation or a trade sale will occur within 24 months.
Beringea was built in the 1980s by founders deeply interested in supporting businesses in growth industries. Since then, they assembled a team of like-minded professionals respected for their knowledge and expertise in investing and advising. Beringea became a partner of
choice for owners and entrepreneurs seeking capital, consultation,
and business support. Today, a firm-wide commitment to
funding and advising exceptional companies in growth
industries remains at the core of our organisation.
Our diligent process, record of profitable exits and focus on capital appreciation distinguishes us from other managers. The Calculus investment strategy has remained consistent for the past 8 years, together with our structured investment process, strong risk management and very close monitoring of portfolio companies, we have been able to produce significant results for our clients.
At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.
In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.
Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.
We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.
At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.
Pembroke VCT plc is a venture capital trust that provides investors with access to a private equity style investment strategy with significant tax benefits. As part of the Oakley Capital group of companies, we are committed to helping management teams realise their vision, utilising our extensive network and experience. From start-ups to more mature businesses we invest in founders and management teams we have confidence in, across industries we believe have exciting growth prospects.
In turn these entrepreneurs often seek the financial advice and operational and strategic expertise that our team can provide. We only invest in companies where we can add value over and above simply providing capital, and where we are confident our resources and experience can be most instrumental in their growth. We are hands-on investors, providing a supportive framework and access to unparalleled talent across our Board, Management Team and Advisors.