Octopus Investments

Today we published our latest Dividend Barometer from the Quoted Companies team. Much of the UK equity income conversation tends to focus on a narrow set of large companies, which can overlook businesses outside the FTSE 100 with strong dividend cover and distributions. Conversely, our report looks at these lesser-known dividend credentials of small and mid-cap stocks. Take a look at the full report here: https://bit.ly/3Y6ha3e

Octopus AIM VCTs invest in businesses across the UK. VCTs are high risk. Your capital is at risk if you choose to invest. Check out the map to see where our portfolio companies are headquartered 🌍 The value of an investment can fall as well as rise. You may not get back the full amount you invest. VCT shares could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell. Octopus AIM VCTs are open to new investment. Learn more about the VCTs and portfolio companies here ➡️ https://bit.ly/4eMhmdB This document is an advertisement and not a prospectus. Any decision to invest should only be made on the basis of the information contained in the prospectus and the Key Information Document (KID) available at https://bit.ly/4eOfnpb

In partnership with mallowstreet, our latest report highlights Affordable Housing as the top social impact priority for 63% of Local Government Pension Schemes. Institutional investors can discover the full findings of our report here: https://bit.ly/3zAEjBB #SocialInfrastructure #SustainableInvesting #ImpactInvesting

Missed the premier estate planning event of the year? Octopus Live in the Capital brought together leading experts to discuss best practice in estate planning. Find everything from the day – from recordings of the presentations to key documents – to support your business. Visit Octopus Live on demand here https://bit.ly/3N7gvZc

The new labour government have shown their support for UK start-ups and entrepreneurs by announcing an extension of the Enterprise Investment Scheme (EIS) and the Venture Capital Trust (VCT) Scheme to April 2035. The extension will continue to encourage investment into early-stage businesses by offering investors tax reliefs, helping to promote innovation and support the economy. #VentureCapitalTrusts #VCT #UKInvestment VCT and EIS investments are high risk. Investors could lose all the money they invest. Tax benefits are subject to personal circumstances, qualification criteria, and prevailing tax legislation, which may change. This type of investment may not be suitable for you. Find out more about our VCTs and our portfolio companies: https://bit.ly/4eMhmdB

We're excited to share that we have been shortlisted for the Best Place-Based Impact category at the Pensions for Purpose Content Awards 2024. This recognition highlights our ongoing efforts to tackle regional inequality and drive positive change in the communities we support with our affordable housing initiatives. A big thank you to Pensions for Purpose, and well done to all other shortlisted companies. #PensionsforPurpose #AffordableHousing #RealEstate

From our latest research in collaboration with mallowstreet, we found that Local Government Pension Schemes (LGPS) are increasingly turning to social infrastructure as a strategy for targeting higher returns, lower climate risks, and enhanced diversification. To find out more click here to read the report - https://bit.ly/3zAEjBB

📢 We’ve launched a new free service for advisers and paraplanners! ‘Ask Octopus’ is a helpdesk offering technical support on all things inheritance tax and estate planning. If you have a question simply fill out the form or book a meeting with one of our expert team. Ask Octopus here - https://bit.ly/3Y4xfXa 🐙

Our Affordable Housing team spent the last few days attending the Labour Party Conference. On Tuesday, we co-hosted an event with Better Society Capital and Labour Together and brought together MP’s and fellow stakeholders to discuss the UK’s housing challenges and the incredible opportunity private capital has in helping to solve the issues we face. Jack Burnham our Head of Affordable Housing had this to say about the conference, “Octopus is committed to investing in the people, ideas and industries that will change the world, and we are passionate about contributing to solutions that can have a positive impact on the UK's housing challenges. We were delighted to speak with MPs and stakeholders at the Labour Conference alongside Better Society Capital and Labour Together and look forward to engaging with the new government alongside other partners over the coming years."

In the dynamic real estate market, staying ahead of trends and diversifying portfolios are key to long-term success. Join Kevin Beirne, Head of Retirement Living at Octopus Investments, as he speaks at "Unlocking Opportunities: Why Real Estate Investors Should Focus on Senior Living and Care Sector?" at EXPO REAL 2024. Date: Monday, 7 October Time: 10.00am – 10:30am. Kevin will be joined by leading industry experts to discuss how we can address the growing needs of an aging population. Institutional investors can register now for the SHHA Networking & Thought Leaders Session: Why Real Estate Investors Should Focus on Senior Living & Care Sector? - https://bit.ly/4dlgtra #EXPOREAL #SHHA #RetirementLiving