Embracing growth in emerging UK companies
When the Octopus Smaller Companies team are looking to invest into companies for the Octopus AIM VCTs they assess the business plan, its management, its growth rate, its profitability (and how quickly this is changing), its valuation relative to its peers and its overall financial strength.
Here are some videos showing a few of the businesses we’ve invested in: Breedon, FairFX, Gear4music, Loopup and MyCelx. Narrated by our Octopus Smaller Companies team, these films demonstrate how the Octopus AIM VCTs look to embrace growth in emerging UK companies.
These company examples are for illustrative purposes only. They should not be considered as an investment recommendation. Any personal opinions mentioned may change and should not be seen as advice or a recommendation. Please also remember that when clients invest in VCTs their capital is at risk. For further information on investment risks, read Octopus AIM VCTs key risks.
Supplying a wide range of materials to the construction industry
Breedon is the UK’s largest independent construction materials group, operating around 80 quarries,
40 asphalt plants and 170 ready-mix concrete and mortar plants. The company benefited from a series of material acquisitions and now employs 2,900 people in UK and Ireland. Breedon’s strategy is to continue growing through consolidation of the UK’s building materials sector.
Provides the best value travel money around
FairFX is an international payment services provider, offering services to customers in the UK since 2007. The Group has developed a cloud-based peer-to-peer payments platform that enables personal and business customers to make easy, low-cost multi-currency payments in a broad range of currencies and countries and across a range of FX products via one integrated system. The FairFX platform facilitates payments either direct to bank accounts or at over 30 million merchants and over 30 million ATMs in a broad range of countries globally via Mobile apps, the Internet, wire transfer and Mastercard/VISA debit cards.
The largest UK-based online retailer of musical instruments & equipment
York-based Gear4music sells own-brand musical instruments and music equipment, alongside well-known premium brands including Fender, Yamaha and Roland, to customers ranging from beginners to professional musicians. Since floating on AIM in 2015, the company has expanded rapidly into Europe and operates 19 websites in 15 languages and eight currencies, with distribution centres in
Sweden and Germany.
Fast-growing software provider for conference calls and online meetings
LoopUp’s software aims to make the conference call experience smooth and pain-free. Users can view presentations simultaneously, see who else is on the call and who is speaking in ‘real time’. The company counts more than 2,000 businesses among its customers. Having listed on AIM in August 2016, the business has grown organically and concluded the material acquisition of MeetingZone.
Providing ecologically friendly water treatment technology
MyCelx is a revolutionary oil-free water technology company solving the world’s toughest oil removal problems in the oil and gas industry. They created the patented MyCelx polymer which allows oil to be removed from water far beyond what conventional systems have ever achieved, with a smaller physical footprint and in a virtually fail-safe process.
Octopus AIM VCTs key risks
- Please remember that the value of an investment in the Octopus AIM VCTs, 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 qualifying status.
- The shares of the smaller companies we invest in could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Investors should only subscribe for shares on the basis of information contained in the prospectus and Key Information Documents (KIDs), which are available in the key document section of the AIM VCT product page.
Find out more about Octopus AIM VCTs