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Longbow Portfolio Service

 

The Longbow Portfolio Service offers high net worth private investors (HNWIs), who can be categorised as professional investors, an opportunity to build a portfolio of unquoted Investments, selected by Longbow Capital - carefully monitored and supported through to the point of delivering sale realisations.

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Fund Strategy

 

The Longbow Portfolio Service will invest in companies able to demonstrate a commitment to deliver growth over a 5 year period, seeking to achieve exceptional cash returns for investors.

How to apply

In order to invest please read the Investor Agreement and then complete the Application Form and return it to Longbow:

 

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Fund Strategy

 

The Longbow Portfolio Service will invest in companies able to demonstrate a commitment to deliver growth over a 5 year period, seeking to achieve exceptional cash returns for investors.

How to apply

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In order to invest please read the Investor Agreement and then complete the Application Form and return it to Longbow:

 

 

Subscription Details

 

  • Fund Size: in excess of £30 million has been committed up to 31 December 2022

  • Minimum individual Subscription: £25,000

  • Closing Dates: 31 March each tax year for EIS reliefs in the same / previous tax year

Key Tax Reliefs

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Please click here to see the tax relief available on investments in companies that qualify for EIS & Business Relief.

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Risk Warnings

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An investment in the LPS should be based on all the information in the Information Memorandum, particularly the Risk Factors section in Appendix 1, and not just this document. If you are in any doubt about what action to take you should take professional advice from their appropriately qualified financial or tax adviser.

 

Some of the key risks are as follows:

 

  • The value of any Investment made by the Portfolio Service may fall or in some cases incur a total loss. Investors may not receive back the full amount invested

  • No guarantees can be given as to the investment performance, or the level of return achieved from the Investments made or that the overall objectives of the Portfolio Service will be achieved

  • Investment will be in companies whose securities are not publicly traded or freely marketable, therefore realisations of such Investments can be difficult and may take considerable time. There may also be constraints imposed on the realisation of Investments by reason of the need to maintain the tax status of an Investment in the Investee Companies

  • Investors should not invest in LPS if they require income. The level of income, generated from dividends from the underlying Investments and interest earned on funds awaiting Investment is likely to be low.​

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