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Hargreave Hale AIM VCT 1

Fund Management

Hargreave Hale AIM VCT 1

Stock price HHV

The Hargreave Hale AIM VCT 1 plc utilises the formidable investment management team of Giles Hargreave and is administered by Hargreave Hale Ltd.

Giles Hargreave leads a team of six highly experienced analysts; George Finlay, Guy Feld, Richard Hallett, Adam Caplan, Mark Chadwick and Oliver Bedford. Giles offers investors huge talent, experience and investment performance that has led him to be recognised as one of the leading small companies fund managers in the asset management industry.

The Investment Strategy of the Fund is to:

  • Construct a diversified portfolio of equity investments in small UK based VCT qualifying companies;
  • Make targeted non-qualifying equity investments on an opportunistic basis to boost the fund's performance;
  • Invest in a range of other non-qualifying investments such as gilts, other fixed interest securities and bank deposits;
  • Remain flexible in its approach, adapting the fund's position to reflect market conditions; and
  • Seek to maximise tax free dividend distributions to Shareholders.

The Investment Manager will not invest in 'in-house funds', other unit trusts, investment trusts or hedge funds.

The Hargreave Hale AIM VCT 1 launched in October 2004 raised £14.3 million from 858 investors. On 5 April 2006 the C Share offer for subscription was closed with gross funds raised of around £17.9 million from 1,080 investors.

The return of capital is not guaranteed, it is possible for you to get back less than your original investment at the end of the term or if you cash your investment early.

Click here for the latest announcements about the Hargreave Hale AIM VCT 1

Important Note: This website reflects Hargreave Hale's understanding of the tax benefits of VCTs and does not in any way constitute investment or tax advice. The value of reliefs depends on individual circumstances and we recommend you take financial or other professional advice before making any investment in a VCT.