Deepbridge Life Sciences Enterprise Investment Scheme

The Deepbridge Life Sciences EIS represents an opportunity for private investors to participate in a selected portfolio of healthcare innovation, whilst taking advantage of the tax benefits available under the Enterprise Investment Scheme. The investment strategy of the Deepbridge Life Sciences EIS is to invest in a diversified portfolio of up to ten investee companies that participate in one of the following:

  • Biopharmaceuticals
  • Biotechnology
  • Medical Technology.

The Deepbridge Life Sciences EIS is not an Unregulated Collective Investment Scheme.

 

Key Benefits

  • Free of fees to the Investor, 100% allocation of investor funds
  • All EIS tax advantages applicable
  • Target return of 22.4% p.a. over a minimum of 4 years
  • Performance fee aligned to the investors interests

 

The 100% Rule

The Deepbridge Life Sciences EIS is an investor fee-free EIS opportunity. Investors are therefore not charged any fees at point of investment. Upfront and ongoing fees are paid by the Investee Companies: this advantage allows investors to enjoy 100% of EIS tax benefits and to have 100% of their investment actually put to work earning investment returns.

 

The Target Return

The investment objective of the Deepbridge Life Sciences EIS is to generate substantial tax-efficient mid-case capital growth of 170p for every 100p invested, over a 4-5 year period.

Exit events will be sought at the earliest opportunity after the third anniversary of the investment made.

 

Who Is The Deepbridge Life Sciences EIS Targeting?

The Deepbridge  Life Sciences EIS is targeting UK taxpaying individuals:

  • Seeking an attractive, medium term investment opportunity
  • With income tax liability in the preceding and/or current tax years
  • With large capital gains to defer
  • Who will benefit from IHT relief.

The minimum individual investment in the Deepbridge EIS is £10,000. Investors should note that their investment comprises of shares in small unquoted companies (often with high risk) and that they are unlikely to have access to their capital for at least 3-4 years from the date of application. Please refer to the risk section for further information.

 

Risks

Investors should note that their investment comprises of shares in small unquoted companies (often with high risk) and that they are unlikely to have access to their capital for at least 4-5 years from the date of application. Please refer to the Deepbridge Life Sciences EIS Information Memorandum for further information regarding risks. Investors should be aware that investment in smaller unlisted companies (including EIS Qualifying Companies) carries with it a high degree of inherent risk whether or not it is done through via a diversified portfolio and regardless of any tax advantages which such an investment might carry and/or any steps taken to attempt to mitigate that risk.

Information on this webpage relates to and is provided by Deepbridge Advisers Limited.

The content of this webpage should not be construed as financial advice. Any decision to invest should be made only on the basis of the relevant documentation for each investment. Past performance is not necessarily a guide to future performance. The value of an investment may go down as well as up and investors may not get back the full amount invested. Investments in small unquoted companies carry an above-average level of risk. These investments are highly illiquid and as such, there may not be a readily available market to sell such an investment. Deepbridge Capital LLP, Deepbridge Advisers Limited and Sapia Partners LLP (together "the Sponsors," or "Sponsor) do not provide specific individual advice on the suitability of investments with regard to a potential investor's individual circumstances, risk tolerance or investment objectives and investors should seek independent financial advice if they are in any doubt whether a product is suitable for them.