The GrowthInvest SEIS/EIS Portfolio Service is a discretionary investment management service which allows investors access to a portfolio of 5-10 of the best single company opportunities on the GrowthInvest platform from their experienced investment team. The fund allows investors to choose a blended portfolio of SEIS and EIS qualifying companies or alternatively 100% EIS or 100% SEIS companies.
GrowthInvest is a unique, independent platform which provides access to tax efficient investments to a growing network of UK financial advisers, wealth managers and investors. The Platform aims to bring the advantages of early stage investing to a wider audience of investors and advisers, who are in a position to benefit from the higher returns these companies potentially offer and tax efficiency via government sponsored schemes. The purpose-built technology allows clients to consolidate, control and enhance their investment portfolio within a single, secure online portal.
|Target return to Investors (based on blended SEIS/EIS portfolio option)||£2.00 for every £1.00 invested over a five year period|
|Projected Internal Rate of Return (IRR)||Circa 14.8% over 5 years (Excluding SEIS/EIS reliefs)|
|Investment Team||Experienced team of 100+ years combined experience, leveraging off the due diligence infrastructure of the GrowthInvest Platform|
|Sector Focus||Early stage SEIS/EIS qualifying companies|
|Three Portfolio Options||Blended SEIS/EIS portfolio, 100% EIS companies or 100% SEIS companies|
|Target Portfolio Size||5 to 10 companies|
|Annual Management Charge||1.5%|
|Performance Fee||25% on net returns to investors over 110p per 100p invested.|
|Minimum Subscription||£10,000 and in multiples of £1,000 thereafter|
|Maximum Subscription||There is no maximum for an individual Investor.
However, in respect of the tax year 2016/2017 tax reliefs are only available on a maximum investment of £100,000 per individual in respect of SEIS reliefs and £1,000,000 in respect of EIS Reliefs
|Target Exit||Three to seven years (depending on blend of SEIS/EIS portfolio)|