Portillion Capital Shariah Compliant SEIS Fund

Investing in Shariah compliant companies

What is the aim of this fund?

"The objective is to demonstrate that a Shariah compliant Fund can make a major contribution to the UK economy in providing employment and encouraging new businesses.."

Kamran Sattar, Portillion Capital

The objective of the Fund is to invest in Shariah compliant companies eligible for SEIS Reliefs. The Manager will invest the Fund in Investee Companies that will, in most cases, require between £100,000 and £150,000 in seed and early stage funding with most of the Investee Companies being start-up companies. It is anticipated that successful Investee Companies will seek second and subsequent rounds of investment which may take place under the EIS scheme.

The Fund may also invest in Investee Companies which have previously received investments under the SEIS scheme, typically at a higher price per share than the original investment round. Seed Mentors will provide the Manager with strategic advice on potential exit routes. In order for Investors to qualify for the SEIS Reliefs, Investments will need to be held for a minimum of three years from the date of issue of the Qualifying Shares in the Investee Company. It is the Manager’s intention, as advised by Seed Mentors, to consider options for realising Investments and commence initial distributions from the Fund soon after the SEIS Three Year Period, for those investors wishing to exit.

Key Individuals - Seed Mentors Limited is dedicated to finding start-up businesses suitable for investment and then supporting them when investment funds have been provided. Seed Mentors both seek out and have many companies approach them for assistance in securing start-up funds.

These companies span a wide spectrum of business activity. To facilitate the funding process, Seed Mentors carry out initial due diligence and with companies they believe merit further consideration, they arrange for them to be interviewed on Seed Mentor pitching days, held at a variety of venues, where their plans are subjected to scrutiny and the key entrepreneurs behind the business are questioned in detail.

At a glance

Investment goal

Growth

Relative risk

High / Adventurous

Risk 7

Invests in

 Shariah compliant sectors

 


Target Return

3x return after seven years

Not a reliable indicator of future income.

 


CURRENT STATUS

Closed to new investors (as of December 2014).

 

Portillion Capital Shariah Compliant SEIS Fund

Portfolio holdings

BubbleTeaFamily Limited T/A Bloop 20%
Humanitarian Aid Solutions 20%
Veloscient Limited 20%
Movem Limited 20%
Moodmwd Limited 20%

 

Percentages shown above are as at the date of fund investment.

Important Information

Eligible Investors

View our Privacy Policy

 

To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:

Risk Warning

Important information for private investors – Reliance on the information provided here to engage in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested. Your attention is drawn to the risk section contained within the Information Memorandum. Investments are typically in unquoted shares in small companies, the value of which can be volatile and are often difficult to sell. Nothing on this website constitutes investment, tax, financial, legal, regulatory, or other advice by Sapphire Capital Partners LLP.

The value of an investment may go down as well as up, and you may not get back the full amount invested, and you may therefore lose some or all of your investment.

If you are unsure of the suitability of any investment for your circumstances, please contact your independent financial advisor or other professional advisor authorised under the Financial Services and Markets Act 2000 (FSMA) who specialises in advising on investments of this type. Tax reliefs depend on individual circumstances. There is no guarantee however that the tax reliefs (such as EIS reliefs, CGT reliefs or IHT relief) will be available on any investment made or that if it is initially available, it will not be subsequently withdrawn. Any references to tax laws or rates are based on current legislation, all of which are subject to change and are provided as a guide only. Prospective investors are advised to take their own investment and taxation advice and should consult their own professional advisors on the implications of investing.

Investments made in investee companies via funds managed by Sapphire Capital Partners LLP are not covered by the Financial Services Compensation Scheme (FSCS). For more details, please contact us or refer to their website: https://www.fscs.org.uk

Past performance is not a guide to future returns.

View the Portillion Capital Limited website.