British Design Fund 2 SEIS/EIS
The British Design Fund 2 is an SEIS/EIS portfolio seeking to raise up to £2 million.
- Invests in the product design and manufacturing sectors
- The UK has the second largest design sector in the world
- Investors will hold around five portfolio companies
- Choice of EIS and/or SEIS investments
- Target return of £3 per £1 invested after six years - not guaranteed
- £10,000 minimum investment
Read important documents and apply
This is the second iteration of the fund which targets innovative companies that have strong intellectual property and set out to solve a defined problem. The fund is looking to provide not only a cash injection to the investee companies, but also expertise and mentoring to help these businesses grow.
The team, headed by John Mathers (former CEO of the Design Council) and Damon Bonser, has close partnerships with a number of accelerators such as Twenty20 Mentoring, Design Council’s SPARK, the Central Research Laboratory and other advisors to help grow portfolio companies.
Examples of previous portfolio companies
Please note, these are examples only: new investments will be made in other similar investments.
47% of people in the UK struggle to sleep due to stress or worry. Kokoon has developed noise cancelling, smart headphones that are designed to help wearers achieve a better night’s sleep. Kokoon has pre-sales of over £3 million and has attracted the interest of a major airline.
Manchester-based footwear company, Calla Shoes offers fashionable and comfortable shoes targeted at the 10 million women in the UK who suffer from bunions. Founded in September 2016, it has had coverage in the Daily Mail and The Times and it already has overseas partnerships in place.
Risks – important
This, like all investments available through Wealth Club, is only for experienced investors happy to make their own investment decisions without advice.
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 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 & charges
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||—|
|Wealth Club initial saving||—|
|Net initial charge through Wealth Club||—||Annual management charge||—|
|Performance fee||20%||Investee company charges|
|Initial charge||5%||Annual management charge||2-4%|
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.
- Target return
- Funds raised / sought
- £400,000 / £2.0 million
- Minimum investment