Ingenious Infrastructure Ventures EIS
Update: apply online only
Please apply online and send funds by bank transfer. We will accept and process online applications until the advertised deadline for each investment.
The Ingenious Infrastructure Ventures EIS aims to invest in companies that develop, operate, or provide services to infrastructure in the UK and other developed countries.
Read important documents and apply
- Experienced investment management team
- Target of five to eight investee companies – not guaranteed
- Target 2x return before tax relief – not guaranteed
- Minimum investment £10,000
The fund is managed by Ingenious Infrastructure, a trading division of Ingenious Capital Management Limited ("Ingenious").
Ingenious was launched in 1998. To date, it has raised and deployed over £9 billion, invested across a range of investment strategies in media, infrastructure, real estate and education.
Ingenious Infrastructure launched in 2011. Since then, it has deployed over £720 million of investment capital into the infrastructure sector across the UK, Republic of Ireland and Australia, including over £150 million provided through nine infrastructure-focused EIS services.
The Infrastructure EIS is led by Guy Ranawake, a chartered accountant with significant experience within the utilities and infrastructure sector.
Watch a video interview with investment director Guy Ranawake:
Ingenious Infrastructure Ventures EIS aims to invest into a portfolio of of five to eight companies that operate in, or provide services to, the infrastructure sector, including energy, transport, digital and resource efficiency.
Examples of infrastructure projects into which the fund will invest include energy management, electric vehicle charging stations, broadband internet access and agricultural equipment. It is a growth EIS, however, the companies in which it invests are asset rich, as they own the infrastructure.
Ingenious has an existing relationship with the firms in which it seeks to invest, thanks to established business relationships from previous EIS investments.
The fund targets a return of 2x after four to six years. Please note, returns and timeframes are not guaranteed.
The manager has extensive experience in realising investments in infrastructure companies, although past performance is not a guide to the future.
Given the nature of the investment, the investment horizon is likely to be four to six years, however this will depend, in part, on each investee company’s ability to scale its business and become attractive to new investors. Exit route options include an acquisition by another company, a management buy-out, or a listing of the investee company – not guaranteed.
Risks – important
This, like all investments available through Wealth Club, is only for experienced investors happy to make their own investment decisions without advice.
EIS / SEIS investments are high-risk so should only form part of a balanced portfolio and you should not invest money you cannot afford to lose. They also tend to be illiquid and hard to sell and value. Before you invest, please carefully read the Risks and Commitments and the offer documents to ensure you fully understand the risks.
Tax rules can change and benefits depend on circumstances.
This EIS / SEIS fund invests in early-stage businesses which are more likely to fail than larger ones. So you should expect a number of failures in the portfolio.
A summary of the main charges and savings is shown below. Some of these will be payable by the investor, whilst others by the investee companies. The investment may have additional charges and expenses: please see the provider documents, including the Key Information Document, for more details
|Full initial charge||5.75%|
|Wealth Club initial saving||1%|
|Net initial charge through Wealth Club||4.75%||Annual management charge||—|
|Performance fee||20%||Investee company charges|
|Initial charge||3%||Annual management charge||2%|
More detail on the charges
Timing of the offer
The target close date of the Ingenious Infrastructure Ventures EIS AIF2 is 30 June 2020.
Ingenious anticipates being still able to deploy funds within 12 months of the original close date.
Read important documents and apply
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
- Target return
- Funds raised / sought
- Minimum investment
- 30 June 2020