Puma Alpha EIS
Puma Alpha EIS
The Puma Alpha EIS seeks to support the growth of UK SMEs by backing exceptional management teams.
£80+mInvested under the Enterprise Investment Scheme
Puma Alpha EIS aims to deliver compelling returns through investments in companies that have graduated from 'start-up' to 'scale-up', while delivering the full range of tax reliefs that come with EIS investing.
Avoiding the volatility of the riskier start-up space, our objective is to deliver strong risk-adjusted returns.
Avoiding the volatility of the riskier start-up space, our objective is to deliver strong risk-adjusted returns.
Why Alpha EIS?
Scale-ups not start-ups
We invest in scale-up businesses with a proven product and experienced management teams. By investing in scale-up, high-growth businesses there is the potential to achieve start-up levels of return
at lower risk. When examining potential investment targets, we focus on leadership quality, the proposition's commercial validity and clarity of the growth plan.
Established EIS Manager
Puma Investments is part of an organisation that raised its first private equity fund in 1996 and has a 24-year track record of investing in small and medium-sized enterprises in the UK.
Diversification
Puma Alpha EIS's sector agnostic investment mandate offers portfolio diversification and allows us to source opportunities across the market. It is also able to co-invest alongside the Puma VCTs, enabling swifter deployment whilst giving investors access to a wider pool of investments.
Support UK growth
We invest in scale-up businesses with a proven product and experienced management teams. By investing in scale-up, high-growth businesses there is the potential to achieve start-up levels of return
at lower risk. When examining potential investment targets, we focus on leadership quality, the proposition's commercial validity and clarity of the growth plan.
Established EIS Manager
Puma Investments is part of an organisation that raised its first private equity fund in 1996 and has a 24-year track record of investing in small and medium-sized enterprises in the UK.
Diversification
Puma Alpha EIS's sector agnostic investment mandate offers portfolio diversification and allows us to source opportunities across the market. It is also able to co-invest alongside the Puma VCTs, enabling swifter deployment whilst giving investors access to a wider pool of investments.
Support UK growth
Investing in an EIS fund means investors are helping innovative smaller companies to create jobs, prosperity and economic growth across the UK.
Key details
- Minimum investment: £15,000
- Tax benefits: 30% income tax relief: Investors benefit from a 30% income tax relief on investments of up to £1,000,000 in each of the current and previous tax years. Capital gains of disposals of investments through Puma Alpha EIS are tax-free. Capital gains on sales of other assets can be deferred if gains are invested in Puma Alpha EIS.
- Length of investment: The Fund will seek to return capital to investors within four to seven years of subscription into the relevant portfolio company. The exact timing of exit will depend on commercial circumstances.
Risk Factors
You can only invest in Puma Alpha EIS through a Financial Adviser who has assessed that an investment is suitable for you. An investment in Puma Alpha EIS carries risk and you should read in full the Puma Alpha EIS Investment Details. Below are the key risks:
General: Past performance is no indication of future results and share prices and their values can go down as well as up. The forecasts in this document are not a reliable guide to future performance.
Liquidity: It is unlikely there will be a liquid market in the shares of the EIS-qualifying companies and it may prove difficult for investors to realise their investment immediately or in full.
Capital at Risk: An investment in Puma Alpha EIS can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment.
Tax Reliefs: Tax reliefs depend on individuals' personal circumstances, minimum holding period and may be subject to change.