Seneca EIS Portfolio Service

Key Points
  • An evergreen, discretionary EIS service giving investors a portfolio of 4-6 EIS qualifying investments per year, diversified by sector
  • Targets an investment return of £1.60 to £1.80 per £1 invested (excluding tax reliefs)
  • Exit timeframe target by end of year 4
  • Targets established, profitable (or near profitability) UK SMEs with strong management teams
  • Buoyant pipeline of opportunities generated from Seneca Partners’ strong networks in the UK SME heartlands of the North West, Yorkshire and West Midlands
  • Experienced Investment Committee involved with all stages of the deal process
  • Benefits from generous EIS tax reliefs
Seneca Partners
  • Since 2012, Seneca Partners has completed its 58th investment round into 33 EIS qualifying companies during the last 4 years
  • Seneca Partners is an independent investment management and corporate advisory business which specialises in the SME sector, dealing with UK based companies in the turnover range of up to £100m per annum
  • The team brings together decades of success in providing bespoke investment and advisory solutions for their clients across a multitude of financial areas
  • Seneca strives to mobilise your hard earned capital to support management teams and create value for shareholders

Fund Information

Fund StructureDiscretionary Management Service
Investment FocusUK SMEs from heartlands of Northern England, Yorkshire and West Midlands
Target Offer SizeEvergreen service
Min Investment£25,000
Max InvestmentNone, but the maximum amount for which an investor can claim tax relief is £1 million per tax year
Initial Charge2% + VAT
Commission/RDR FacilitationUp to 3%
AMC2% deferred for 4 years and only taken when an investor is returned at least original capital invested (net of fees)
Performance Fee20% on gains above original capital invested
Please see the Investment Memorandum & Application Form for full details.

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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