Opportunities For Deployment By Tax Year End: Downing

by | Mar 4, 2022

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As we approach Tax Year End we know that this is everyone’s busiest time in the tax efficient space. As advisers you don’t want to miss out on opportunities still available to your clients as part of their balanced portfolio. With that in mind we reached out to our GBI contacts to bring you an exclusive look at opportunities that are still available for deployment by tax year end.

Important please note: GBI Magazine is for professional advisers only. The information presented above is given in good faith and is correct at the time of publication. While these funds have every intention to deploy before the tax-year end, mitigating factors do occur, and they cannot 100% guarantee that this is always possible. Please follow the links to the companies’ websites for full terms and conditions.

Downing Healthcare EIS

Downing’s first impact fund, the Downing Healthcare EIS is its third specialist healthcare & life sciences EIS knowledge intensive fund, but the first with a clear impact focus.

The fund seeks to invest in ambitious, early-stage EIS companies in healthcare & life-sciences who contribute to the objectives of the United Nations’ Sustainable Development Goals, specifically SDG 3 (Good Health and Well-being).

These knowledge intensive companies seek to undertake research, development or innovation to develop new products and services that support SDG 3, creating value for investors and society that may not otherwise have occurred. As a knowledge intensive fund, it also provides accelerated income tax relief in the tax year of investment.

The managers consider the ESG characteristics of these companies throughout the investment process, and throughout the lifetime of the investment, aim to capture, monitor and review the progress of the business against relevant impact KPIs and report this to investors regularly.

  • Downing targets a return of 3x+ for investors after a successful exit within a target of four to eight years from investment.

By investing in companies that directly contribute to our society’s health and wellbeing, Downing strongly believes it can achieve attractive and sustainable returns for investors.

Key features

Closing date: This fund closes on 5 April 2022

Minimum investment: £15,000

Investment allocation: Downing aims to invest your money in a minimum of five companies across the healthcare & life sciences sector

Click here for more information about Downing 

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