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Octopus Future Generations VCT

SRI Style:

Sustainable Style

SDR Labelling:

-

Product:

VCT/EIS

Fund Region:

UK

Fund Asset Type:

Equity

Launch Date:

05/05/2022

Last Amended:

Dialshifter ():

Fund Size:

£m

ISIN:

GB00BNGFHX14

Sustainable, Responsible
&/or ESG Overview:

No response when requested information from fund manager (August 2024)

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Octopus Future Generations VCT plc (the “Company”) which is a Venture Capital Trust (VCT) listed on the London Stock Exchange, launched in January 2022. The VCT intends to invest into unquoted UK smaller companies which are VCT qualifying and meet the company’s thematic investment criteria. It is important to note that the information contained within this Key Information Document is related to the subscription of new shares. If shares are purchased on the secondary market the costs may be different and you will not be eligible to claim the 30% income tax relief.


Investment policy

The Company’s focus is on providing early stage, development and expansion funding to unquoted companies within three distinct themes; building a sustainable planet, empowering people and revitalising healthcare. The Company will typically makes investments between £100,000 to £10 million. The company is targeting high levels of growth.

Investment decisions made for VCT qualifying investments must adhere to HMRC’s VCT qualification rules. In considering a prospective investment in a company, particular regard is made to:

  • The strength of the management team
  • Large, typically global, addressable markets
  • The investee company’s ability to sustain a competitive advantage
  • The existence of proprietary technology
  • The company’s prospects of being sold or floated in the future, at a significant multiple on the initial cost of investment.

 

(Source: KIID, as at February 2025)

 

 

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Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Octopus Future Generations VCT

 Sustainable Style - VCT/EIS UK Equity 05/05/2022

ISIN: GB00BNGFHX14

Sustainable, Responsible &/or ESG Overview

No response when requested information from fund manager (August 2024)

Information received directly from Fund Manager
Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Octopus Future Generations VCT plc (the “Company”) which is a Venture Capital Trust (VCT) listed on the London Stock Exchange, launched in January 2022. The VCT intends to invest into unquoted UK smaller companies which are VCT qualifying and meet the company’s thematic investment criteria. It is important to note that the information contained within this Key Information Document is related to the subscription of new shares. If shares are purchased on the secondary market the costs may be different and you will not be eligible to claim the 30% income tax relief.


Investment policy

The Company’s focus is on providing early stage, development and expansion funding to unquoted companies within three distinct themes; building a sustainable planet, empowering people and revitalising healthcare. The Company will typically makes investments between £100,000 to £10 million. The company is targeting high levels of growth.

Investment decisions made for VCT qualifying investments must adhere to HMRC’s VCT qualification rules. In considering a prospective investment in a company, particular regard is made to:

  • The strength of the management team
  • Large, typically global, addressable markets
  • The investee company’s ability to sustain a competitive advantage
  • The existence of proprietary technology
  • The company’s prospects of being sold or floated in the future, at a significant multiple on the initial cost of investment.

 

(Source: KIID, as at February 2025)