"To say it has been a tough few years for the AIM market would be an understatement. The result is that performance among AIM VCTs, including Octopus AIM, has been lacklustre. This has not been helped by risk of reforms to Business Relief rules, which may see certain AIM stocks no longer qualify for inheritance tax relief."
"AIM valuations are low, creating scope for a recovery if sentiment turns. If the Budget leaves AIM broadly unchanged, a flurry of new listings could reinvigorate the market."
"67% of companies within the Octopus AIM VCTs are profitable and 50% pay a dividend. The trusts' largest listed holding is Breedon, a construction materials group which now operates across the UK, Ireland and the US."
"For contrarian investors, the appeal of backing an unloved market (AIM) within an unloved country (UK), may prove an enticing prospect. An AIM VCT provides access to this theme."
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