Ingenious Infrastructure Ventures EIS

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. The minimum investment is £10,000.  

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, which means it aims to deploy all capital this tax year.  

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.

Fees and charges

A summary of the fees and charges is shown below. Please see the provider's documents for more details.

Full initial charge up to 7.75%
Wealth Club initial saving 0.5%
Net initial charge through Wealth Club up to 7.25%
Annual charge 2.375%
Performance fee 20%

More detail on the charges

Ingenious is involved in a long-running dispute with HMRC over some of its legacy film tax schemes. Recently, HMRC reportedly issued an order for investors to pay back millions of pounds in taxes. The issues relate to film production companies that we understand are unconnected to Ingenious’ current EIS and IHT offers.

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 research independence and is thus not subject to prohibitions on dealing ahead of its dissemination. August 18

The details

Type
Portfolio
Sector
Infrastructure
Target return
£1.25 per £1 invested
Funds raised / sought
-
Minimum investment
£10,000
Deadline
Discretionary

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