Puma Alpha EIS Fund

About the Puma Alpha EIS Fund

Puma Alpha EIS focuses on scale-up businesses with excellent management teams and sound business plans. Its minimum investment is £15,000, and it charges an upfront fee of 3%.

Summary


Fund Manager:	Puma Investments
Tax Efficiency:	EIS
Sector Focus:	Sector Agnostic
Stage Focus:	Growth-stage
Target Portfolio Size:	2+ companies
Minimum Subscription:	£15,000
Closing Date:	Evergreen
Website:	Learn more about the Puma Alpha EIS Fund

About Puma Investments

Puma Investments offer investments across private equity, property finance and quoted equities which support growing SMEs and professional property developers across the UK. It has 1.2bn in assets under management.

How does SyndicateRoom''s Access EIS Fund compare?

By comparison, SyndicateRoom''s Access EIS fund builds investors a large portfolio of 50+ companies across all sectors, co-investing with experienced angel investors who have an average IRR of 42%. Our model is based on our proprietary analysis of the UK startup market, which showed that on average, the market grows by 28% each year. With large portfolios, and a large network of angels providing access to the best deals, earlier, we aim to replicate that annual growth for our investors while mitigating risk. This data-driven approach aims to work around the limitations of a single fund manager attempting to pick winners.

Our minimum investment is £5,000.


Fund Manager:	SyndicateRoom
Tax Efficiency:	EIS
Sector Focus:	Sector Agnostic
Stage Focus:	Early-stage
Target Portfolio Size:	50+ companies
Minimum Subscription:	£5,000
Closing Date:	Evergreen
Website:	Learn more about the Access EIS Fund

Please note: SyndicateRoom is not affiliated with Puma Alpha EIS Fund. This page is for informational purposes only, and is the result of research conducted by SyndicateRoom. Whilst every effort has been taken to ensure accuracy at the time of publication this cannot be guaranteed and information is liable to change. Information displayed is neither a recommendation to invest or not, nor advice. With investments, your capital is at risk. SyndicateRoom is not responsible for the content of any external websites linked to from this page.

Are you the fund manager? Email tom@syndicateroom.com with any comments or amends.

Risk warning: Please click here to read the full risk warning.

Investing in early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. Tax relief depends on an individual’s circumstances and may change in the future. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance. You should not rely on any past performance as a guarantee of future investment performance.

This page has been approved as a financial promotion by Syndicate Room Ltd, which is authorised and regulated by the Financial Conduct Authority (No. 613021).

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Important information

Investments of this nature carry risks to your capital and are illiquid. Tax reliefs depend on individual circumstances, and are subject to change and status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Please select your investor type below.

Financial Adviser

I am an Independent Financial Advisor authorised and regulated by the Financial Conduct Authority.

High Net Worth Investor

Full details can be found here, which must be confirmed at point of any investment. You have an annual income of £100k or more, or £250k or more of net assets (not including your main home or any pension pots).

Sophisticated Investor

Full details can be found here, which must be confirmed at point of any investment. You must have significant experience of small and medium enterprise businesses and/or private equity through your employment, or personal investment experience.

Restricted Investor

Full details can be found here, which must be confirmed at point of any investment. You have not (in the last 12 months) and will not (in the next 12 months) invest more than 10% of your net assets (not including your main home or any pensions) in high risk investments (such as S/EIS, P2P, crowdfunding).

Professional Investor

Full details can be found here, which must be confirmed at point of any investment. You represent an institutional investor, or have the same investment capacities as an institutional or corporate investor.