The Deepbridge Technology Growth EIS represents a compelling opportunity for private investors to participate in a selected portfolio of innovative growth companies, taking advantage of the significant tax benefits available under the Enterprise Investment Scheme.
The EIS focuses principally on three sectors: Energy and resource innovation; Medical technologies; and Business enterprise and other high growth IT-based technologies. The Deepbridge Technology Growth EIS is not an unregulated collective investment scheme.
An engaged hands-on approach from an experienced investment management team;
No manager fees levied on subscriptions received via a financial adviser;
All EIS tax advantages applicable;
Target return of 22.9% p.a. over a minimum of 3 years;
Performance fee aligned to the investors interests.
The Deepbridge team considers flexibility to be key, therefore will assess any opportunity to capitalise on exit opportunities, notwithstanding the 3 year EIS period, if an early exit is in investors’ best interests. In any event, by the end of the initial three-year period, if not before, the investee companies should have established revenue streams supported by a three-year track record. As such, Deepbridge believes that either a sale of the investee companies, or a sale or refinancing of the assets owned by the investee companies, will enable funds to be returned to Investors.
Exit events will be sought at the earliest opportunity after the third anniversary of the investment made.
DATE OF FCA AUTHORISATION: 03 December 2020
Fees charged to the
investor (including VAT)
Fees charged to Investee
Companies (including VAT)
Annual Management Fee
Other Fee Information
0.50% - Custodian Fee
*Performance Incentive Fee: Once the investor has received in cash the first 120 pence per 100 pence
invested (ignoring any tax relief and representing a 20% hurdle rate on funds invested).
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