Albion VCTs Prospectus Top Up Offers 2016/2017
The Offers are now open for investment in the 2016/2017 and 2017/2018 tax years. All the documents associated with the Offers are available for viewing and download in the right hand column of this page.
The Offers are designed to provide investors with:
- Tax-free dividend income of around 5.7% p.a.* (equivalent to approximately 8.2% on the net cost of investment after up-front tax relief at 30%)
- Compound capital growth option through Dividend Reinvestment Schemes
- Experienced manager with strong track record
- Investment into an existing mature portfolio
- Conservative investment strategy
*based on the latest announced net asset values and current annual dividend targets for the Albion VCTs assuming an equal Investment in all of the Offers.
There is an application form in the back of the Securities Note as well as a separate application form for ease of download.
For more information please contact:
Head of Business Development
T: 020 7601 1850
Early Bird Offers:
Investors for the first £7.5m who apply by 2pm on 31 January 2017 will be eligible for an Early Bird Discount as follows:
For existing shareholders in the Albion VCTs
Applications from existing shareholders in any of the Albion VCTs or Albion Community Power PLC will benefit from a 1 per cent reduction in the Offer costs.This means that the Offer Price for each New Share will be based on the most recently announced NAV of the relevant VCT divided by 0.98, rather than 0.97.
For new investors
Applications from new investors will benefit from a 0.5 per cent reduction in the Offer costs so that the relevant NAV will be divided by 0.975.
The cost of these discounts will be borne by Albion Ventures LLP.