GrowthInvest SEIS/EIS Portfolio Service

The GrowthInvest SEIS/EIS Portfolio Service is a discretionary investment management service which allows investors access to a portfolio of 5-10 of the best single company opportunities on the GrowthInvest platform from their experienced investment team. The fund allows investors to choose a blended portfolio of SEIS and EIS qualifying companies or alternatively 100% EIS or 100% SEIS companies.

About GrowthInvest

GrowthInvest is a unique, independent platform which provides access to tax efficient investments to a growing network of UK financial advisers, wealth managers and investors.  The Platform aims to bring the advantages of early stage investing to a wider audience of investors and advisers, who are in a position to benefit from the higher returns these companies potentially offer and tax efficiency via government sponsored schemes. The purpose-built technology allows clients to consolidate, control and enhance their investment portfolio within a single, secure online portal.

Fund Information

Target return to Investors (based on blended SEIS/EIS portfolio option)£2.00 for every £1.00 invested over a five year period
Projected Internal Rate of Return (IRR)Circa 14.8% over 5 years (Excluding SEIS/EIS reliefs)
Investment TeamExperienced team of 100+ years combined experience, leveraging off the due diligence infrastructure of the GrowthInvest Platform
Sector FocusEarly stage SEIS/EIS qualifying companies
Three Portfolio OptionsBlended SEIS/EIS portfolio, 100% EIS companies or 100% SEIS companies
Target Portfolio Size5 to 10 companies
Initial Charge2%
Annual Management Charge1.5%
Performance Fee25% on net returns to investors over 110p per 100p invested.
Launch Date27/02/17
Minimum Subscription£10,000 and in multiples of £1,000 thereafter
Maximum SubscriptionThere is no maximum for an individual Investor.
However, in respect of the tax year 2016/2017 tax reliefs are only available on a maximum investment of £100,000 per individual in respect of SEIS reliefs and £1,000,000 in respect of EIS Reliefs
Target ExitThree to seven years (depending on blend of SEIS/EIS portfolio)

Further Information

For more information, please contact us on or call 020 7071 3926.

Get in Touch

Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.


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