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Open Fund Performance

Amersham Growth Fund

The Amersham Growth Fund offers investors access to selected investment opportunities across a number of sectors in the UK’s economy, opportunities which will benefit from either SEIS (Seed Enterprise Investment Scheme and/or EIS (Enterprise Investment Scheme) tax relief or BR (Business Relief). The Fund has been established to enable investors to invest in target opportunity companies.

0.90x
 Flat Multiple
Investment £2,913,642
Unrealised Value £2,630,261
2.51x
 SEIS Multiple
Gross Investment £1,048,911
Unrealised Value £2,630,261
1.28x
 EIS Multiple
Gross Investment £2,057,088
Unrealised Value £2,630,261

The Amersham Growth Fund offers investors access to selected investment opportunities across a number of sectors in the UK’s economy, opportunities which will benefit from either SEIS (Seed Enterprise Investment Scheme and/or EIS (Enterprise Investment Scheme) tax relief or BR (Business Relief).

The Fund has been established to enable investors to invest in target opportunity companies. There are significant risks in investing. AGF is focused on SEIS Start Up Companies and EIS companies who are seeking “follow-on” funding many of which will have previously undergone appropriate due diligence and have received early stage investment perhaps via an alternative EIS or SEIS Investment provider.

AGF is a generalist fund with an emphasis on seeking growth opportunities in sectors which include Consumer Brands, Media, Mobile and Interactive Games, Services & infrastructure, and Business Relief (non-EIS). The Fund is an “evergreen” fund with future closes planned for the 2025/26 tax year and subsequent tax years.

There will therefore be several different tranches of investments and the type and degree of diversification will depend on which tranche(s) an investor is invested. (Note: The Amersham Growth Fund was prior to 1 September 2019 named the Amersham Corporate Development Capital Fund).

Minimum subscription: £10,000
Capital growth fund
Expected fund investment cycle of five years from each close. AGF is an “evergreen” fund.
Portfolio management service structured an Alternative Investment Fund.
Generalist fund – multi sectoral approach including focus on Consumer Brands, Services & infrastructure.
Fund’s target size £20m.
Tranche structure in this ‘evergreen’ fund means not all investors are invested in the same portfolio companies.
Structured in tranches over time to accommodate retail clients advised by qualified intermediaries, high net worth UK investors and sophisticated investors who may be seeking income tax relief on their SEIS and/or EIS investments or Business Relief (nonEIS) and for whom an investment in the Fund is confirmed appropriate.

An investment in either the Amersham Growth Fund should be regarded as being medium to long term in nature. Risks to understand about investing in the fund include tax legislation can change over time and tax relief eligibility depends on personal circumstances.