UK Challenger Fund

Investing in enterprises across various sectors.

What is the aim of this fund?

"There is an exciting roster of businesses that are seeking investment and I can’t wait to help them get to market!"

Jasper Smith, General Investment Partners Limited

The UK Challenger Fund seeks to invest in and provide support for UK small and medium-sized enterprises across a range of sectors including (but not limited to) technology, engineering, fintech, media, lifestyle, and food and beverage. The Fund will be assisted by the Company Mentor, General Investment Partners Limited, who are a team with strong experience across the sectors in to which the Fund aims to invest, and it is this team (headed by Jasper Smith) that will mentor the Investee Companies.

The Fund will seek to provide start-up, early stage and follow-on funding to UK small and medium-sized enterprises by purchasing equity in qualifying companies across a range of sectors including technology, engineering, media, lifestyle and food & beverage. The Investment Manager intends that the Fund will invest in Investee Companies that require levels of investment in the region of between £50,000 and £1,000,000. It is expected that the Fund will invest in a portfolio of at least six Investee Companies, depending on the capital requirements of each Investee Company and the size of the Fund. It is noted that the entrepreneurs who provide Mentoring Services may also be shareholders in each Investee Company.

Jasper SmithKey Individuals - Jasper Smith runs Vala Capital and has overall responsibility for the Vala EIS Portfolio’s deal flow and mentoring services. He is an entrepreneur who has founded and invested in many companies in the media, technology and engineering sectors.  He has achieved a number of successful exits, creating significant shareholder value along the way.

Jasper is supported by a team of experienced investment professionals with backgrounds in venture capital, private equity and entrepreneurship. 

At a glance

Investment goal

Growth

Relative risk

High / Adventurous

Risk 7

Invests in

Technology sector

Engineering sector

Fintech sector

Media sector

Lifestyle sector

Food and beverage sector

 


Target Return

2.5x return after four years

Not a reliable indicator of future income.

 


CURRENT STATUS

Closed to new investors (as of March 2018).

 

UK Challenger Fund

Portfolio holdings

 

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

Important Information

Eligible Investors

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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 Vala Capital Limited website.