Mobeus Offer - How to split?

[pbarne]

I'm looking at taking part in the new Mobeus offering - there are four trusts within that
available for subscription. Any views out there on whether there's any better option than
to simply split my investment equally across all four?

Mobeus Income & Growth VCT
Mobeus Income & Growth 2 VCT
Mobeus Income & Growth 4 VCT
The Income & Growth VCT

Thanks,
P

[james188]

I&G and MIG4 each operate a DRIS on quite decent terms. The other two Mobeus VCTs do not. Whilst the four tend to co-invest, they are not just clones. I&G has a slightly different mix and MIG2 seem to have retained proportionately more of the Entanet proceeds than the other three. There are a few other differences.

[UncleEbenezer]

I wouldn't want to recommend one over another, and James has already mentioned a difference that may matter to you.

If you definitely intend to hold forever, then fine. If not, you might want to consider buying just one or two rather than all four, so selling becomes less of a hassle. Even if things might have changed, there's no point risking putting your future self unnecessarily on the wrong side of the six month rule.

[pbarne]

Thanks James, Uncle E,

Nothing too significant between them then - so I'll look in a bit more depth at the differences in composition.
My initial reaction is that I might go 50:50 into:

Mobeus Income & Growth VCT (MIX) &
The Income & Growth VCT (IGV)

Thanks,
P