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Matrix Asset Management – Matrix VCT Linked Offer

Matrix Asset Management – Matrix VCT Linked Offer

Type: Venture capital trusts

Aim: Income and growth by investing in a equally weighted portfolio comprising the Matrix income & growth VCT, Matrix income & growth 4 VCT and the income & Growth VCT

Minimum investment: Lump sum £5,000

Closing date: April 5, 2010 for 2010/11 tax year, April 30, 2010 for 2011/12 tax year

Charges: Initial 5.5%, annual 2% for Matrix income & growth VCT, annual 2% for Matrix income & growth 4 VCT, annual 2.4% for the income & growth VCT

Special offer: Extra shares of 1.5% of the investment

Offer period: Until January 17, 2011

Commission: Initial 2.25%, renewal 0.375% or one-off payment of 0.5%

Tel: 020 3206 7276


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