Calculus VCT
Calculus VCT
Now open – 2% super early bird discount until 17 December or £2 million raised
Calculus VCT
Application
Calculus VCT
Request Illustration
(FCA-regulated advisers only)
Calculus VCT
Brochure
Calculus VCT
Prospectus
Calculus VCT – Key Features
- Target annual dividend – 5% of NAV
- Minimum Investment Amount – £5,000
- Super early bird – 2% discount until 17 December or on the first £2million raised
- Early bird – 1.5% discount until 19 February or on the next £3million raised
Please view our Calculus VCT Investor Information page for more information on AGM Results, annual reports and more.
What are VCTs?
VCTs were introduced in 1995 to encourage individuals to invest indirectly into small and growing UK trading companies, by offering a range of tax reliefs.
VCTs are listed on the London Stock Exchange. Investors are shareholders in a listed company overseen by an independent board and run by an investment manager, which in the case of Calculus VCT is Calculus Capital Ltd.
To qualify, at least 80% of a VCT’s investments must be in small, qualifying companies (businesses with maximum gross assets of £15 million and fewer than 250 full-time employees) that are unquoted or traded on AIM. A VCT can invest a maximum of 15% of its money into a single company.
The Calculus VCT provides immediate exposure to a diversified portfolio of 30-40 entrepreneurial UK companies with high growth potential. The funds raised by the VCT will be used to provide development and scale-up capital to new investments with robust business models and to help support growth in existing portfolio companies.
Tax Reliefs
The information given above provides only a summary of the tax benefits. The rates shown are based on current UK legislation. Tax benefits depend on the individual circumstances of each investor and may be subject to change in the future. If you are unsure of your tax situation you should seek professional advice from a qualified tax adviser.
Please take the time to read through the Key Risks associated with the Calculus VCT.
Find out more
We would be delighted to answer any queries you have. Please contact the Sales and Marketing team on 020 7493 4940.
Madeleine Ingram
Co-Head, Sales & Marketing
Francesca Rayneau
Co-Head, Sales & Marketing
Matthew Moynes
Sales & Marketing
Oliver Warren
Sales & Marketing
Frank Spurway
Sales & Marketing