The Epicure SEIS Fund
Fund Overview
The Epicure SEIS Fund supports early-stage UK food, drink, and hospitality startups. It aims to provide a diversified portfolio of at least 10 SEIS-qualifying companies within a 12-month period.
- Minimum Investment: £10,000
- Targeted Returns: N/A
- Sector Focus: Food, drink, and hospitality
- Structure: SEIS Fund
Investment Strategy
The Epicure SEIS Fund focuses on:
- Building a diversified portfolio of high-potential startups in the food and drink sector.
- Leveraging SEIS benefits to maximize returns for investors while supporting scalable businesses.
The holding period is recommended to be between 3 to 6 years to fully realize potential growth and tax benefits.
Fund Performance
Performance Scenarios
Stage | 1 Year | 3 Years | 6 Years (Recommended) |
---|---|---|---|
Stress | £0 | £0 | £0 |
Unfavourable | £7,991 | £5,102 | £2,603 |
Moderate | £10,000 | £10,000 | £10,000 |
Favourable | £12,009 | £17,321 | £30,000 |
Performance does not include the impact of SEIS tax reliefs.
Tax Benefits
SEIS Benefits
- 50% Income Tax Relief: On investments up to £200,000 annually.
- 50% Capital Gains Tax Exemption: For reinvested gains.
- 100% Inheritance Tax Relief: After two years.
- Loss Relief: Up to 45% of net investment losses.
Tax treatment depends on individual circumstances and may change.
Fund Documents
Contact Information
- Manufacturer: Enterprise Investment Partners LLP
- Email: [email protected]
- Website: Enterprise Investment Partners
- Phone: 020 7843 0470