Amati AIM VCT

Amati AIM VCT provided private investors with a vehicle for tax-efficient exposure to a diversified portfolio of smaller, high-growth companies, predominantly traded on the Alternative Investment Market (AIM) of the London Stock Exchange. It aimed to generate capital gains and income free of UK income tax and capital gains tax for its qualifying shareholders by investing in a range of innovative and developing businesses across various sectors. The investment strategy focused on identifying promising unquoted and AIM-quoted companies with strong growth potential.

Amati Global Investors, the entity that previously managed the Amati AIM VCT, was co-founded in January 2010 by Dr. Paul Jourdan and Douglas Lawson, following a management buyout of Noble Fund Managers. Dr. Jourdan, with a background in fund management extending back to 1998, brought extensive experience in UK and global equities. The founders' insight stemmed from a belief in the significant, often overlooked, growth opportunities present within the UK's smaller company landscape, establishing a specialist firm dedicated to this segment.

The product was designed for UK private investors seeking to benefit from the growth of early-stage and developing companies while utilizing available tax incentives for VCT investments. Amati AIM VCT's overarching vision was to foster the growth of dynamic smaller businesses through strategic capital allocation, thereby contributing to the broader entrepreneurial ecosystem and delivering value to its shareholders through long-term capital appreciation and income distribution.