Velocity Credit Ventures Portfolio Management Service

Velocity Credit Ventures Portfolio Management Service

Lending to small and medium-sized companies.

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What is the aim of this service?

By subscribing to the Velocity Credit Ventures Portfolio Management Service, Clients will gain exposure to a diverse portfolio of short term credits to small and medium enterprises, managed by a team with wide corporate and financial experience.

The aim of the Service is to preserve capital value whilst seeking to provide an annual return to Clients of between 3% and 6%. An investment made in the Shares of Trading Companies should qualify for Business Relief and as a result should be eligible for Inheritance Tax relief once they have been held for two years.

Clients provide the Investment Manager with Mandates to make investments through the Service in Shares issued by Trading Companies and pursuant to such other strategies as may in the future be offered by the Investment Manager and agreed with its Clients from time to time.

 

Rupert StrachwitzKey Individuals - Rupert Strachwitz co-founded a sustainable energy business in 2007 where he was initially responsible for cross-border project finance before leading the business to a successful IPO on the London Stock Exchange. Rupert is also co-founder and the interim Managing Director of TR8CY UK Limited a technology platform supporting trade finance for SMEs. 

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

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At a glance

Investment goal

Growth

Capital Preservation

Relative risk

High / Adventurous

Risk 7

Invests in

Short term loans to small and medium enterprises

 


Target Return

Classic Strategy 3x return per annum.

Dynamic Strategy 6x return per annum.

Balanced Strategy 3x-6x return per annum.

Not a reliable indicator of future income.

 


CURRENT STATUS - OPEN

Open to new investors. The fund is evergreen. The minimum investment is  £25,000.

Fund Details

Investment Strategy

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Each Client selects an investment strategy and in accordance with their Mandate, the Investment Manager creates and manages a Portfolio on a discretionary basis for each Client. Clients may select a Mandate which is based on one of three investment strategies: Classic, Balanced or Dynamic as described in the Information Memorandum.

Based on the chosen investment strategy, the Investment Manager may then subscribe for Shares in one or more of the Trading Companies which will then be held within each Client’s Portfolio. The Shares are held by a Nominee on behalf of Clients who hold the beneficial interest. The Shares will benefit from a return derived from the trading activities and profi ts of each Trading Company.

Clients may also appoint the Investment Manager to make investments on their behalf pursuant to such other strategies as may in the future be offered by the Investment Manager and agreed with its Clients from time to time.

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Investor Charges

Other than a 1% fee on withdrawals, the Client does not pay any fees or incur any direct costs associated with their investment in the Service

Investee Company Charge

Initial charge 4%
Annual management charge 2%

Each Trading Company or its subsidiary will purchase a credit default insurance from an insurance company to protect its capital. It is anticipated that this will cover between 90% and 100% of the credit risk.

 

Please check the fees section of the Information Memorandum for full details. All fees and charges are stated exclusive of VAT, which may be applicable in some cases. Any fees and charges payable by the investee companies or the underlying businesses do not directly come out of your investment. However, they will effectively reduce the returns generated by investee companies and therefore directly impact your investment.

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Velocity Credit Ventures Portfolio Management Service

 

INVESTOR SUPPORT CENTRE

If you have any questions regarding the Velocity Credit Ventures Portfolio Management Service or the application form - please feel free to contact us.

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. 

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