Adolescent Care SITR Fund 2018

The Adolescent Care SITR Fund is the first Social Investment Tax Relief (SITR) opportunity from Innvotec and is probably the first in the country to take real advantage of SITR. The Fund is targeting £20m, which will be used to provide real social impact while providing capital preservation and a modest return payable on wind up.

Professional Advisors and the self-advised should look at SITR as an essential part of their “Philanthropic Toolkit” when discussing alternatives with clients. 

In the next 30 years, an estimated £20 trillion globally will transfer from the baby boomer generation to their children and grandchildren. Millennials, and those forming part of Generation Z are widely acknowledged as making values-based decisions in all areas of their life. Advisors now have to start to address philanthropy as an integral part of any discussions that cover the permanent transfer of wealth and the making of investment decisions today that will have an impact on the world that future generations will inherit. The terms “Impact Investment” and “Social Investment” are no longer being carefully put to one side.

The Adolescent Care SITR Fund has been designed to fit the joint criteria of being;

- a good investment in its own right, and

- delivering a real positive impact by helping young adolescents whose wellbeing is the responsibility of the Local Authorities

Innvotec’s Strategic Partner for the Fund Young London Today is dedicated to helping young people over the age of 16, in or shortly about to leave local authority care, make a successful transition to independent living, education or employment. These young people need to be taught life skills and the majority continue to need help in being able to address historic issues, many of which have been traumatic and the effects long-lasting. Such specialist support is best given in purpose-fitted and permanent accommodation, which is at the centre of the Fund’s offering.

For more information on the Fund, please Contact Us and we will set up a consultation with the Investment Director.

Adolescent Care SITR Fund - Executive Summary 

Adolescent Care SITR Fund - Information Memorandum

Adolescent Care SITR Fund - Application Pack

*PLEASE NOTE: These Fund documents are only for Applicable Investors defined as (1) professional clients, (2) retail clients who confirm that in relation to an investment in the Fund they have received regulated investment advice or investment management services from an authorised person, (3) retail clients who are venture capital or corporate finance contacts (4) retail clients who self-certify or are certified as sophisticated investors, (5) retail clients who are certified as high net worth investors or (6) retail clients who certify that they have not invested and will not invest more than 10% of their net investible assets in non-readily realisable securities.
These documents may not be distributed without the agreement of Innvotec and/or may only be distributed in compliance with the FSMA and the rules of the FCA. 
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