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Octopus Investments – Secure Venture Capital Trust

Octopus Investments – Secure Venture Capital Trust

Type: Venture capital trust

Aim: Growth and income by investing in unquoted UK companies considered to have high levels of capital security

Minimum investment: Lump sum £3,000

Closing date: April 5, 2010 for 09/10 tax year, April 30, 2010 for 10/11 tax year

Charges: Initial 5.5%, annual 2% rolled up and payable after five years only  if shareholders have received a return of 105p for each share, performance fee 20% payable on returns above 105p for each share

Commission: Initial 2.5%, renewal 0.5%

Tel: 0800 316 2349


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