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.

Important: The information on this website is for experienced investors. It is not advice nor a research or personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. They are high risk and illiquid and can fall as well as rise in value, so you could get back less than you invest.

Watch a video interview with investment director Guy Ranawake:

Recorded 29 January 2019

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 paid by investors 4.75%
Wealth Club initial saving 1%
Initial charge paid by investee companies Up to 3%
Net initial charge through Wealth Club 3.75%
Annual charge 2.375%
Performance fee 20%

More detail on the charges

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.

The details

Type
Fund
Sector
Infrastructure
Target return
2x
Funds raised / sought
£21.0 million / £22.0 million
Minimum investment
£10,000
Deadline
Summer 2019 for next allotment
Last updated: 6 April 2019

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