Seneca EIS Portfolio Service
A sector agnostic EIS portfolio service seeking to invest in a portfolio of four to six established private and AIM listed investment opportunities.
About the manager
Seneca Partners Ltd is a privately owned, independent investment manager and advisory business, formed in 2010. It provides a number of investment products to high net worth individuals and companies, with over £450 million of assets under management. The wider company has over 70 staff across 6 offices, based in the SME heartlands of Northern England and the West Midlands, deemed to be the “sweet spot”, where the managers are able to deploy funds to bridge the gap in the continued absence of bank finance.
More specifically Seneca Partners employs 29 individuals who are solely focused on its EIS, VCT, IHT and BPR funds. The IHT service is an evergreen Business Property Relief Service, with £14.8 million of assets under management, having launched in March 2014. Within this, their aim is capital preservation and a modest growth of 4% per annum. Finally, their BPR offer was launched in May 2015, structured as a UCIS and currently has £1.1 million of assets under management.
How to investUnder FCA rules information about EIS schemes is strictly controlled. Please contact us for further information about this scheme.
Important InformationThe information set out above is included for information purposes only and is not an offer or an invitation to buy or sell or a solicitation of an offer or invitation to buy or sell or enter into any agreement with respect to any security, product, service or investment. Any opinions expressed do not constitute investment advice and independent advice should be sought where appropriate. All information is current as of the date of publication, subject to change without notice, and may become outdated over time.
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EIS funds should be regarded as higher risk investments, suitable only for experienced investors who are able to withstand losses.
|EIS structure||Discretionary Portfolio|
|Investment purpose||Capital Growth|