Arie Capital Technology EIS fund

The Arie Capital Technology EIS Fund aims to invest in:

  • Fintech and other web-based technologies
  • Smart phone applications
  • Big data and the internet of things
  • Medical technologies
  • Consumer and industrial electronics.

It sources the majority of its deals from Israel. It Investors will hold three to four portfolio companies, depending on the amount raised. The fund seeks to raise £10 million, with a minimum investment of £10,000. 

 Risks

As with all EIS, investors’ capital is at risk and the investments have low liquidity. Investors should not invest money they cannot afford to lose. Tax rules can change and the value of tax benefits will depend on individual circumstances. Please see the provider's documents for more details.

Fees

 There is an initial fee of 2.5%, paid from investors’ subscriptions. The investee companies are charged an arrangement fee of up to 5% to cover initial mentoring services, legal, professional and transactional costs. They are charged an annual fee of the higher of £6,000 per year or 1.5% of the amount raised. In addition, there is a Performance Fee of 20% of returns above £1.35 for every £1 invested.  Full details of all fees and charges are can be found in the provider’s documents and the key information document.

 Wealth Club aims to highlight investments we believe have merit, but you should form your own view. You should decide based on the provider's documents and ensure you have read and fully understand them before investing. This short 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 .  May 2018

The details

Type
Fund
Sector
Technology
Target return
2x
Funds raised / sought
£10 million sought
Minimum investment
£10,000
Deadline
Discretionary

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