RISK WARNING
All VCT, EIS, SEIS, and Business Relief qualifying investments are high risk and are not suitable for most clients. They are illiquid investments and Investors’ capital is at risk.

BR Products Overview

PRODUCTMANAGER INITIAL CHARGE TO INVESTORMANAGER ANNUAL CHARGE TO INVESTOROTHER FEESTAKEN UPFRONT (pre-paid manager’s fees)
Kuber fees NOT included here
MINIMUM INVESTMENT AMOUNTTARGET RETURNSECTOR
Blackfinch Adapt IHT – Balanced Portfolio2% (1% for Kuber investors)0.5% + VATdealing fee of 1% applied on all investments and withdrawals2.0%£25,0004% per annumProperty and Lending; Renewables
Blackfinch Adapt IHT – Balanced Growth Portfolio2% (1% for Kuber investors)0.5% + VATdealing fee of 1% applied on all investments and withdrawals2.0%£25,0004.5% per annumProperty and Lending; Renewables
Blackfinch Adapt IHT – Ethical Portfolio2% (1% for Kuber investors)0.5% + VATdealing fee of 1% applied on all investments and withdrawals2.0%£25,0003% per annumProperty and Lending; Renewables
Blackfinch Adapt IHT – Growth Portfolio2% (1% for Kuber investors)0.5% + VATdealing fee of 1% applied on all investments and withdrawals2.0%£25,0005% per annumProperty and Lending; Renewables
Great Point Estate Planning2% (waived for the first £5m of subscriptions into the service; 1% for Kuber investors)n/an/a1.0%£25,0003% per annumMedia & Entertainent
Guinness Sustainable Infrastructure Servicen/a1.5% may be paid by the investee companies1% charged on exit;
custodian fees are 0.2% of the value of the investment as an annual management charge, and up to 0.3% as a transaction fee
0%£25,0005% per annumInfrastructure & Industry
Stellar AiM IHT Service1%1% + VAT0.25% + VAT annual admin charge2.0%£40,000n/aGeneralist (Alternative Investment Market)
Stellar Growth IHT Service1.5%n/a0.5% + VAT annual admin charge1.5%£40,0005% per annumArable faming, Bridging finance, Commercial forestry, Commercial property development, Hotels, Renewable energy, Residential property development
Stellar Income IHT Service1.5%n/an/a1.5%£25,0004.5% per annumProperty and Lending; Hotels, Renewable Energy, Bridging Finance & Development Finance
Velocity Credit Ventures Portfolio Management Services – Trade Venturesn/an/adealing fee of 1% on withdrawal includes any stamp duty up to 0.5%0%£25,0003% per annumTrade finance & Venture debt
Velocity Credit Ventures Portfolio Management Services – Digital Venturesn/an/adealing fee of 1% on withdrawal includes any stamp duty up to 0.5%0%£25,0006% per annumTrade finance & Venture debt