Investors

We welcome interest from a wide range of prospective investors.

Historically our funds have been limited partnerships with commitment from various institutional sources, including pension funds, clearing banks and European Union initiatives; however, since 2009 we have embraced tax efficient investment and welcomed private investors.

Over the last three decades our investment remit has ranged widely across regional, national and global opportunities. In the majority of cases, the targeted investee company is in the very broad-based technology sector, either developing technology or commercialising it. Through our EIS and SEIS Funds we have broadened our in-depth experience by investing in other sectors such as retail, leisure and food / drink.

During this time, we have invested in approaching two hundred companies, of which in excess of half have received investment from our EIS and SEIS Funds. Our experience has shown that when investing patience –and a long-term strategy – are the keys to financial success. Indeed, some of our earliest portfolio companies are only now starting to realise the value that was envisaged many years ago.

With quarterly investment, our Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) funds welcome new commitments throughout the year, and without initial cost, meaning that tax relief is available on 100% of your commitment and commitment is deployed within weeks.

To know more about our Capital Appreciation portfolio, click here

To know about about our SITR initiative, please click here.

For more details on the tax benefits on offer, please downlaod the EIS SEIS SITR Guide.

"I invested in the Innvotec SEIS fund in 2013 and have been delighted with its performance over the past 4 years. Having got to know John M and the team who manage Innvotec, I find them approachable, responsive and full of integrity with an exceptional pre-investment approach. As an adjunct, I have also taken up an investor/mentor role with one of the invested FinTech businesses, which is incredibly stimulating and fulfilling. "
"I had been disappointed by the returns available through the conventional share investments – and more recently by the widely varying performance of VCTs. Investing through an SEIS/EIS hybrid fund provides access to both types of such businesses – and also ensures that the full tax advantages of such investment are maximised. I was attracted to Innvotec as a fund manager, both by virtue of its excellent track record in both EIS and SEIS funds, and the fact that its charges among are amongst the lowest in the sector. "
"As a retired plc director I had some knowledge of investment, but being relatively new to such early-stage businesses, I was also concerned about risk. The OION fund was therefore an ideal way to spread this risk across multiple businesses and sectors and still enjoy the exceptional levels of tax relief. In the first semi-annual report I was delighted to see the progress which of the achieved within the fund - and will be including the new hybrid fund within my investment portfolio for this tax year."
"As a retired city lawyer, I was looking for a tax efficient – but hands off – scheme which would enable me to achieve both deductibility at the point of investment, and avoidance of capital gains. I was also attracted to the opportunity to support and back emerging enterprises from their earliest stages. Fund administration and communication by Innvotec have been to a particularly high standard; compliance with HMRC rules is straightforward, and as part of a broader investment portfolio, managed SEIS funds have an important role to play. "
"As an architect running a busy partnership, I was looking for a way of investing within a scheme which offered both high potential growth, and commensurate tax efficiency. Innvotec – with one of the longest track records within its sector, and a consistent and high level published returns – seemed an immediate and obvious choice. "
"Together with colleagues, I have introduced a number of private clients to the Innvotec managed funds. A key element of our selection criteria is transparency. Both ourselves and our clients appreciate a firm whose product charging really does favour the private investor. We have become accustomed to good performance, a highly professional team and quality of service."

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Innvotec Limited is a registered company in England & Wales. Registration Number: 2030086. Registered Office: Stable Cottage, Castle Hill, Rotherfield, East Sussex TN6 3RR. *This is not our contact address. For the contact address please click here*