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EIS Portfolio Service

EIS Portfolio Service

What is it?

A discretionary EIS portfolio service targeting a return of 1.6 to 1.8x after five years*, excluding any tax reliefs.

Investors receive 100% of any realisation proceeds up to the amount of their Investment Amount (net of any fees deducted or set aside at outset) before any annual management charges are levied by the Portfolio Manager.

Over £60 million subscribed to date.

How is the investment made?

The Portfolio Manager builds each investor their own portfolio of shares in 4 to 6 unquoted and/or AIM quoted companies. A portfolio will likely include a mixture of holdings in more established companies seeking capital growth and some earlier stage businesses (for example technology and biotech companies) identified as having the potential to provide capital growth.

For further information about the companies we have previously invested in, please click here**.

How much can I invest?

The minimum initial investment is £25,000

For any additional investments the minimum amount is £5,000

How do I invest?

Firstly, we would ask you to read the Information Memorandum  and the appropriate Key Information Document (see below) to provide you with further information about the risks involved and details about this service.

Key Information Document (where financial advice has been given)

Key Information Document (where no financial advice has been given)

Secondly, if you are happy to continue please download and complete the relevant application form.

If you are an individual wishing to invest in your own name, please download the Individual Application Form

If you are a Representative under a Power of Attorney, please download the Representative Application Form

 


* Target returns are not guaranteed and you may get back less than you invest.
**Please note that If you decide to invest in the Seneca EIS Portfolio Service, you are not investing in a fund and therefore will not receive shares purchased as a part of these previous investment rounds. 

The investments we offer are high risk in nature and therefore not suitable for everyone; please see our Target Market

 

If you would like to find out more about the Enterprise Investment Scheme, EISA (the Enterprise Investment Scheme Association) have produced a guide. You can download this guide from here