AIMS AND FOCUS
The focus of all Innvotec-managed Funds, tax-efficient or otherwise, is to create a portfolio of high-value investments that Innvotec can continue to invest in from seed to later stages.
Innvotec aims to create well-balanced portfolios, in terms of the targeted time to exit, to ensure that Investors receive a flow of returns typically starting after year three.
Innvotec-managed funds take a distinctly different approach to investment and value appreciation, compared to most typical UK based capital growth funds, be they funded by institutions or private investors taking advantage of tax reliefs.
Innvotec identifies good opportunities and builds businesses with entrepreneurs around proprietary technology that is ‘cutting edge’ and which addresses demand from global markets. The funds provide both institutions and private investors with the opportunity to invest in such businesses.
The Fund’s objective is to build high-value companies capable of returning to Investors a significant multiple on the cost of each investment made and within a reasonable timeframe.
The overall performance of the recent tax-efficient funds compares favourably against their peer group of Funds as well as the FTSE 100.
Innvotec-managed Funds take a distinctly different approach to investment and value appreciation, compared to most typical UK based capital growth Funds, be they funded by institutions or private investors taking advantage of tax reliefs.
The target companies receiving investment from the Funds have already been identified, which means there is less elapsed time between commitment and investment.Selective
Innvotec applies rigorous criteria when selecting technologies in which to seek investment opportunities. Its experience in actively managing and building companies has proven to be a successful formula for both minimising risk and maximising potential returns.
The fee charging and structure of all Funds puts Investors and their interests first. A performance hurdle only rewards Innvotec for delivering real and meaningful returns as opposed to rewarding mediocrity. The performance fee cannot be drawn until Investors have received back 140% of their Commitment, before taking into account any tax reliefs in the case of our tax efficient funds. Performance fees are based on the fund’s performance and not on a company by company basis.