Octopus
Protected VCT 2

Octopus Protected VCT 2 plc

The Octopus Protected VCT 2 opened on 16th July 2008 and closed on 30th June 2009, raising over £11.5 million.

The fund will adopt a lower risk investment approach compared to many other VCTs including the Octopus Titan range. Investments will be made into companies where Octopus believes that there is a high level of capital security and these investments will be structured mostly as secured loans.


 

Improved Liquidity

We intend to convert Octopus Protected VCT 2 into an investment trust after five years. This will provide Octopus with greater flexibility as to how the fund is managed and easier access to liquidity after the tax qualification.


Reducing Risk

We seek to reduce investment risk by investing in companies with the following lower risk characteristics:

  • Strong recurring cash flows
  • A minimum £7m of historic annual sales and £750,000 of historic earnings
  • A defensive structure with the majority of our holding being in secured loans
  • Strong legal agreements in place to protect our position
 

Net Asset Value (NAV)


Date

31 Oct 2009

Current NAV

91.70p

Income tax relief

30.00%

Cumulative Dividends Paid

0.00p


How to invest

This product is now closed. Get in touch for more information on upcoming VCT launches from Octopus.

Please call us on
0800 316 2349
or contact us online.



Octopus Investments Ltd is authorised and regulated by the Financial Services Authority. Terms and Conditions of use. ©2010 Octopus Investments Ltd. All rights reserved.