Below we list the current EIS offers available for investment. Each is accompanied by a brief commentary. For each of our Featured Offers we also provide an extended research note.
EIS investments are riskier than conventional investments so they're not for everyone. Before you invest you should ensure you have read and understood the product's Application Pack and the Risks and Commitments.
This media EIS looks for predictable revenue streams to underpin investment. Music publishing, tv production and distribution companies will be the focus. It looks to benefit from music royalty payments and the sale of broadcast rights.
Calculus Capital has been at the forefront of EIS investing for years. It created the UK’s first approved EIS Fund in 1999 and won ‘Best EIS Fund Manager’ at the Growth Investor Awards 2016, and EIS Association Awards in both 2016 and 2015. This offer focuses on established businesses with growth potential and will be typically split between eight to ten investments.
CHF Media Fund will invest in companies that own the intellectual property rights (IPR) to newly developed family, or children’s, television shows. Proceeds from fundraising are used to monetise the IPR. Sir David Jason sits on the board of CHF Media Group as a non-executive director.
This invests across various technology sectors; including energy, medical and business enterprise software. It is targeting a return of £1.60 per £1 invested and should be viewed as at the upper end of the risk scale.
Downing's newest venture is growth-focused aiming to invest into a portfolio of technology businesses. Consumer internet, defence technology, software as a service and life sciences will be particular focuses.
Foresight Group has joined forces with Williams Grand Prix Engineering Limited to launch Foresight Williams Technology EIS Fund. The fund invests into early-stage, unquoted companies that are developing disruptive technology and pioneering innovations, which can benefit from Williams’ technical, engineering and commercial expertise.
Launched in 2013, the Guinness AIM EIS is an EIS portfolio investing in AIM-listed EIS-qualifying companies. This means the investment should be easier to realise than the unquoted companies typically included in a EIS portfolio, although remember AIM shares are still illiquid and volatile.
London Digital, a games business, seeks to raise £4 million under EIS to support the design, development and distribution of PC and console video games. Investors could benefit from 30% EIS income tax relief. Additional downside protection is provided by 20% Video Games Tax Relief (VGTR) and a publishing contract with 50% minimum sales assurance.
Mercia Growth Fund 7 invests in early-stage technology and life sciences. Up to half of the portfolio is expected to be invested in spin-outs from leading UK universities. Commercialising such technology or intellectual property can be very profitable but also time consuming. Well-known listed companies such as Imperial Innovations and IP Group specialise in this exciting, high-growth field.
The MMC Ventures EIS Fund is considered to be a generalist product but it has a tangible focus on technology-enabled sectors. For instance, it invests in financial and business services, digital media, e-commerce and software solutions for business.
This is an interesting new EIS offer. Led by Carl Atkinson, this aims to invest in up and coming consumer brands. Mr Atkinson has previous been instrumental in the success of hair straightener company GHD and the turnaround of Neal's Yard. This higher risk offer will look to back companies in a mix of sectors including food and beverage, beauty products and personal care.
Many consider EIS appropriate for high-risk, high-growth opportunities. Technology companies seem to fit this area well as often they are not capital intensive businesses at launch, but need ongoing rounds of funding to get to market. Oxford Capital typically invest at the first round of institutional funding for these early-stage businesses.
Parkwalk is an interesting high-growth fund that looks to back patented technology with commercial potential coming out of UK universities. Parkwalk's existing EIS investments are currently valued at £40 million. The fee structure incentivises management to seek exits rather than sit on investments.
An interesting EIS portfolio service from an accomplished manager, Rockpool gives investors control over the type and number of investments made and how they should be split between asset-rich and growth-orientated companies.
We consider this a good opportunity to invest in an EIS-qualifying asset-backed managed storage fund operated by an experienced team and fund manager with strong regional presence and knowledge of the market.
This EIS service invests in later stage, established growth orientated businesses. Each will typically have an annual turnover in the region of £5 million. It is likely investors will invest in a spread of unquoted and AIM listed businesses.
SurveyMe is a mobile app that allows businesses to capture real time consumer and/or employee feedback. The company is part of the Deepbridge Technology Growth EIS portfolio and has already received £1.3 million funding. Deebridge is now raising up to a further £700,000 to invest exclusively in SurveyMe.
This is a top-up offer for the second tranche of fundraising of The City Pub EIS for the 2016/17 tax year. £14.2 million has already been raised to date and this offer aims to raise another £15 million. The fund will invest in three existing EIS companies that own and operate freehold high-quality pubs across the South of England.
Ducalian Capital Ltd (“Ducalian”) is seeking £5 million to acquire and redevelop an award-winning gastropub, The Truscott Arms (the “Pub” or the “Truscott”), in central London. The pub is freehold and located in a high footfall, affluent residential area of Maida Vale. It will be the fourth EIS pub to be acquired and redeveloped by Ducalian.
Rather than looking for the next Facebook many EIS investors prefer asset-rich investments which could provide steady returns and a ‘safety net' if things don’t go to plan. One such investment for consideration is the Titan Storage (Sidcup) EIS.
The Seneca Managed Storage EIS Fund 2 builds on the success of its original Managed Storage EIS fund, which reached capacity mid-February 2017. This new fund is based on the same model and details as the ...
British adults on average spend a third of their day watching TV on different devices, fuelling demand for new content. It is estimated 6,000 new films are needed by the likes of ITV and Netflix each ...
The Deepbridge Technology Growth EIS is an unusual EIS fund. It invests in companies that have already proven demand for their products or services. Investors know precisely in which companies their money will be invested and ...
Guinness Asset Management (GAM) is a specialist fund manager with approximately £50 million invested in EIS funds and particular skills in the energy sector, both on quoted and unquoted investments. Andrew Martin Smith is the lead ...
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