Advisers

Innvotec prides itself on being innovative with new products launched at regular intervals. Both Financial Advisers and Execution-only brokers are familiar with Innvotec and its products, and whilst we have our standard agreements, we are happy to work with a third party’s documentation.

All our products come with a no “upfront” fee structure, meaning your client receives relief on 100% of his or her commitment. Our ability to hold and control client money means that we do not have to outsource which, in turn, means that there are none of those annoying add-on charges. Management Fees are deferred until exits arise and there is cash to pay, whilst Performance Fees are based on highly challenging “hurdle” rates and a portfolio based approach; many other firms take their “reward” on a company by company basis which benefits the firm but not the client. 

All our funds are 'Evergreen' and are open for commitment all year round with investment at the start of the following quarter. From the investor’s viewpoint, this means his or her money is being put to good use in a timely and efficient manner and there is a minimum delay in receiving the all-important HMRC Certificates.

Whenever possible our products are accompanied by independent review, such as the Anglo Scientific EIS Allenbridge IQ Publication.

We also regularly publish fund performance stats - the latest Anglo Scientific EIS Fund Portfolio & Performance - 2017 is also available for your perusal.

To know more about our Capital Appreciation portfolio, click here. To know about our SITR Fund, please click here.

For more details on the tax efficient investments on offer, please download the EIS SEIS SITR Investment Guide.