Seneca EIS Portfolio Service
Over £60 million subscribed to date.
A discretionary EIS portfolio service targeting a return of 1.6 to 1.8x after five years*, excluding any tax reliefs.
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**.
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.
The minimum initial investment is £25,000.
* 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.