EMVC Evergreen EIS Fund

EMVC Evergreen EIS Fund is a discretionary portfolio which will make investments into EIS Qualifying Companies in technologies driving the advancement of British industrial high-tech and its applications; including robotics, artificial intelligence, machine vision, electronics, IoT and materials science. EMV Capital is exclusive adviser to the fund which is managed by Sapphire Capital Partners.

Documentation

Investment Strategy

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REAL BUSINESSES, REAL INNOVATION, REAL VALUE

The Fund will invest in B2B businesses built on core technological innovation, generating tangible economic value for the industrial sectors in the real economy.
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STRONG CORPORATE LINKS

The Fund will seek to leverage EMVC's network of corporate relationships both to validate the opportunities and to accelerate the growth of the Investee Companies.
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FOLLOW ON CAPITAL AND CO-INVESTMENT

The Fund will seek to benefit from EMVC’s access to follow-on funding, such as through EMVC’s contacts with institutional investors, corporate venturing teams and investment vehicles.

Awards

growth industry investment winner

Videos and Interviews

WealthClub Interview

GrowthInvest Adviser Hour

EMV Capital Investment Strategy

FTAdviser Interview

Media

Fund Manager

Fund Custodian

Distribution Platforms

EIS Benefits

30% EIS income tax relief on amount subscribed (up to a maximum investment of £1 million for the 2019/2020 tax year and/or £1 million carried back to 2018/2019 tax year)

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100% inheritance tax relief after two years (provided the investment is held at the time of death)

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EIS Capital Gains Tax deferral for the life of the investment on amount subscribed

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Loss relief (a loss on shares disposed of can be set against an Investor’s income or capital gain to reduce tax)

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100% tax free growth (provided income tax relief has been given and not withdrawn and disposal takes place after the end of the EIS Three Year Period)

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Business Investment Relief (for certain UK resident non-UK domiciled Investors). No taxable remittance for foreign income or gains brought into the UK from offshore for qualifying investments for certain UK resident non-domiciled investors.

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Disclaimer

Investing in start-ups and early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution.
It should be done only as part of a diversified portfolio. Any investments are targeted exclusively at investors who understand the risks of investing in early-stage businesses and can make their own investment decisions. Any pitches for investment are not offers to the public.

Investments made in investee companies via funds managed by Sapphire Capital Partners LLP are not covered by the Financial Services Compensation Scheme (FSCS). For more details, please contact us or refer to their website: https://www.fscs.org.uk