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Guinness AIM EIS

Overview

Since 2010 Guinness Asset Management has established itself as a leading EIS fund manager and growth company investor. We are proud to have invested over £200 million into more than 100 EIS qualifying companies including some of the fastest growing growth companies in the UK. Since 2014 the Guinness AIM EIS has invested in over 160 EIS-qualifying AIM-quoted companies. Previous investments include English sparkling wine producer Chapel Down and small biotech business Synairgen. The fund has achieved over 80 exits to date.

The Guinness AIM EIS 2022 is now closed for investment. The Guinness AIM EIS 2023 is scheduled to open in October 2022.

Why Invest in Guinness AIM EIS

We will review potential investments across a range of EIS qualifying sectors and will look to have a spread of investments across sectors, recognising that in order to qualify for EIS investee companies will be early stage.

AIM-listed companies are more transparent than most EIS investment opportunities. This is in part due to the AIM – listing requirements to publish annual audited and half-yearly unaudited accounts, as well as making public any price sensitive information in a timely fashion.

AIM-listed companies have the advantage of liquidity by virtue of their listing on AIM, providing the Investment Manager a means of selling shares and returning funds to investors.

Many AIM share offerings and placings of new shares are only made available to institutional investors. It can be difficult as a private investor to gain access to investment opportunities

We will commence investing from the closing date of 6th April 2022. It is intended that Subscriptions will be fully invested within 12 months. We intend to hold the investment for the EIS Three year Period.

We are targeting a portfolio of at least 10 or more investments to provides diversification to Investors.

AIM EIS Investment Strategy

The Investment Manager will predominantly invest in a portfolio of AIM listed companies that it believes will offer capital gain underpinned by sound financial assumptions and robust management teams. Up to 20% of the fund may be invested in pre-IPO or Aquis-listed companies. Our investment strategy is summarised below:

 

AIM Companies

The Service is focused on investing in companies that are listed on AIM and which will benefit from EIS tax reliefs. In exceptional circumstances companies listed on the Aquis Exchange or pre-IPO companies may be considered for investment, up to a maximum of 20% of Subscriptions in aggregate.

 

Investment Period

The Investment Manager will commence investing from 6 April 2022 and it is intended that Subscriptions will be fully invested within 12 months. The Investment Manager intends to hold the Investments for the EIS Three Year Period.

 

Diversification

The Investment Manager is targeting a portfolio 10 or more investments to provide diversification to Investors.

 

Sector and Stage

The Investment Manager will review potential investments across a range of EIS qualifying sectors and will look to have a balanced spread of investments. Investee Companies are also likely to be at different development stages, with some early stage businesses with high growth potential and some more mature businesses with more predictable cashflows.

 

Capital Growth

The focus of the Service is on generating capital growth. It is not expected that many Investee Companies will pay dividends during the three year EIS holding period. This will help maximise tax reliefs for Investors as dividends are usually subject to income tax whereas a capital gain realised after the EIS Three Year Period will be exempt from capital gains tax.

 

EIS Relief

Investments will only be made into companies that have received EIS Advance Assurance from HMRC.

 

Exit

Once holdings have passed their three year EIS holding period, the Investment Manager will look for exit opportunities to sell down the portfolio and return proceeds to investors.

Document

Guinness AIM EIS Information Memorandum

Guinness AIM EIS Direct Application Form

Guinness AIM EIS KID

Guinness AIM EIS Advised Application Form

News

The latest news and press from Guinness Ventures, concerning new investments, fund raises and more.

 

26 September 2022

All Faiths Win at Good Funeral Awards 2022

The Birches Remembrance Park, Northwich win Crematorium of the Year
23 September 2022

Enterprise Investment Schemes extended beyond 2025 Sunset Clause

Chancellor confirms his on-going support in the "mini-budget".
26 August 2022

Guinness Ventures are 3x Growth Investor Awards 2022 Finalists

Most Impactful Investment, Best EIS Investment Manager and Best AIM Portfolio Service.
19 August 2022

Sessions opens latest launchpad for pioneering chefs and their food

The one-of-a-kind hybrid where restaurant meets food hall, opened its new venue in Islington.    
16 August 2022

RW Health and Dragonfly AI in the fastest growing analytics startups

Best Startup London rank our portfolio companies amongst the top analytics businesses.    
8 July 2022

Thriva, personalised healthcare, ranked #3 in Sunday Times fastest growing companies

The Sunday Times Hundred 2022, Britain's fastest growing private companies.    
1 July 2022

EISA Award success for Guinness Ventures

Best EIS Investment Manager 2022 and EISA Impact Award 2022 - Highly Commended      
15 June 2022

Neighbourly secures £1.6 million Series A Follow On investment led by Guinness Ventures

The latest fundraise for the community engagement platform was led by Guinness Ventures.
22 July 2021

Ready, set, go: leisure centres plan to jump back in business after pandemic closures

The Guardian reports on Guinness EIS portfolio company Gravity's plans to open their biggest venue…
Document

Guinness AIM EIS Direct Application Form

Guinness AIM EIS Advised Application Form