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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.

 

5 May 2021

AI driven talent acquisition platform bags £5M from London VC Guinness Asset Management

London-based Distributed, an AI-based tech talent resourcing platform, has secured £5 million in a…
4 May 2021

Britain SaaS startup ContentCal raises £4.5M to help businesses create quality content

London-based marketing technology platform ContentCal is an intuitive and simple platform for…
14 April 2021

LOKE raises GBP2.85m Series A investment

Hospitality technology platform LOKE has raised £2.85 million in a funding round led by Guinness…
11 April 2021

Guinness EIS 2020-21 Investments

The Guinness EIS made fourteen investments on behalf of investors in the 2020/21 tax year. We…
18 March 2021

Tech for good: Bristol-based Neighbourly bags £3M to connect businesses with local charities

Guinness EIS investee company Neighbourly has raised £3 million in its latest Series A funding…
23 January 2021

Guinness EIS Press Release – Pasta Evangelists

Guinness EIS portfolio company Pasta Evangelists acquired by Barilla.
Document

Guinness AIM EIS Direct Application Form

Guinness AIM EIS Advised Application Form