Stellar launches Technology EIS Fund
Jennifer Lowe, 14 December 2009
Stellar Asset Management has announced the launch of its Technology EIS Fund, giving investors access to undervalued growth companies in the technology sector.
The fund intends to actively invest in UK technology companies which are being starved of new capital for expansion. These companies will have an established revenue stream and proven technology.
Stellar believes that demand for Enterprise Investment Schemes (EIS) will increase both this year and next as high earners seek alternative tax efficient investments. Valuations of technology companies are currently depressed and there are few experienced providers of capital actively investing in this sector.
The tax benefits of investing through an EIS offer means that investors can benefit from 20 per cent income tax relief, up to 40 per cent capital gains tax deferral and the shares are 100 per cent exempt from inheritance tax after two years.
Stellar has joined forces with a specialist management team, Accretion Capital to launch the new Fund.
Accretion Capital was set up in 2007 by Michael Bourne and Stephen Bellamy to focus on technology companies, their particular area of investment and management expertise.
Jonathan Gain, chief executive of Stellar Asset Management, says, ‘The Pre-Budget Report has highlighted the need for investors to use Enterprise Investment Schemes that actually assist smaller companies.
‘Michael Bourne and Stephen Bellamy are an award-winning technology investment team and to be able to offer their expertise within such a tax-efficient investment is a big coup for Stellar and more importantly for private investors.’
The minimum investment for the Fund is £10,000. For more information, visit www.stellar-am.com.
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