Octopus Apollo VCT reports growth in NAV and dividends

Published 22/05/2025, 18:18
Octopus Apollo VCT reports growth in NAV and dividends

LONDON - Octopus Apollo VCT plc, a UK-based Venture Capital Trust (VCT), has announced its final results for the year ended January 31, 2025, revealing a stable net asset value (NAV) per share of 150.5p and a total return per share of 45.1%. Managed by Octopus Investments Limited, the company’s net assets reached £482.6 million, up from £390.3 million the previous year.

The VCT, which focuses on investing in a diversified portfolio of predominantly unquoted companies, reported a profit after tax of £24.1 million, a significant improvement from a loss of £435,000 the previous year. The company attributed its resilient performance to a stable NAV per share and a total return of 5.1% for the year, despite an uncertain macro environment.

During the year, Apollo utilized £86.1 million of its cash resources, which included investments in new and existing portfolio companies, dividends, management fees, share buybacks, and other running costs. The cash and liquid resources balance stood at £95.7 million, representing 19.8% of net assets.

The Board declared a second interim dividend of 1.3p per share, contributing to a total dividend yield for the year of 5.1%, in line with the company’s target. Since its inception, Apollo has paid out 91.3p per share in tax-free dividends.

Apollo’s latest fundraising efforts brought in £75 million, demonstrating investor confidence and allowing the company to welcome new shareholders. The company also continued its practice of share buybacks to provide liquidity to investors.

The VCT’s investment strategy remains focused on technology companies in the SaaS space, aiming for an investment realization typically within three to seven years. The total value of the portfolio saw a 45.3% increase over five years, and the investment team reported an increase in deal flow, particularly in the last six months of 2024.

The company also highlighted the extension of the VCT tax reliefs until April 2035, which was brought into effect through The Finance Act 2024. The Board expressed optimism about the future investment prospects, given the advancements in AI technology and the potential for new businesses seeking growth capital.

This report is based on a press release statement and provides a summary of the key financial results and strategic developments for Octopus Apollo VCT plc for the year ended January 31, 2025.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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