Guinness EIS

Guinness Asset Management

Investment Objective

Portfolio of 6 to 12 investee companies across a range of sectors with the following target characteristics: Investment Drivers:

  • Businesses with experienced management teams
  • Businesses with good visibility on future growth
  • Businesses with expanding working capital requirements

Only invest in companies with EIS Advance Assurance from HMRC.

  • Funds invested within 12 months of subscription

Exit Strategy

Exit each investment in 4-5 years. Exits are varied – e.g. Trade sale, MBO, leveraged purchase, IPO, liquidation

Fund provider/ Fund manager

Guinness Asset Management: founded by Tim Guinness in London in 2003, along with US sister firm Guinness Atkinson Asset Management Inc.

Core areas of expertise: Innovation, Energy, Growth, AIM, and Asia

Group AUM: £2.0 billion EIS & IHT AUM: £170 million

Group staff of 40 in London, 4 in US. Guinness Asset Management 100% owned by employees

Guinness EIS launched in 2010. Guinness AIM EIS launched in 2013

Guinness investment team recognised as a leader in its field, with a proven investment track record

Long-established business with a strong balance sheet and sound corporate governance

Further information can be found at


Fee typeFees charged to Investor
(including VAT)
Fees charged to Investee Companies (including VAT)
Initial Feen/a2.40%
Annual Management Feen/a2.40%
Performance Fee24%n/a
Other Fee Informationn/aTransaction fee up to 0.35% and annual charge of £60
Kuber Specific Arrangements


For further information please do not hesitate to contact us on:
+44 (0) 20 7952 6685

Fund at a glance

Scheme Categorisation

Alternative Investment Fund

Target Return

£1.25 for every £1 invested

Scheme Strategy

Growth EIS

Investment Sector


Target Diversification

6 to 12 investee companies

Nominee & Custody Arrangements

Custodian: The Share Centre Limited

Nominee: Share Nominees Limited