39
*The following analysis is based on responses from advisers that recommended
discretionary managed funds or both funds and single company investments.
This accounted for 48 respondents in total.
A. Again respondents could choose more
than one answer. This question highlights
the investment strategies that advisers
favour, but of course these are only top
level strategies. Advisers may favour certain
investment managers, sectors or specific
types of opportunities The majority of
respondents choose investment strategies
that have either a growth or exit focus – 67%
of advisers recommend growth focused
and 61% exit focused strategies. These
two options provide for clients looking for
high returns (growth) or tax benefits (exit).
28% of advisers recommend asset backed
investment opportunities which provide
capital preservation and typically include
renewable energy, which can achieve steady
returns over the medium to long-term. Only
6% of respondents recommend Seed EIS
(SEIS) investment strategies which often
focus on very small start-up companies
that can be significantly more risky.
The reputation and size of the manager was cited by 63% of the advisers as the
most important consideration in their selection process.
A. Advisers have a number of considerations when choosing an EIS fund. The reputation and size of the investment manager was cited
by 63% of the advisers as the most important consideration in their selection process. 53% said that the manager’s track record was one
of the most important considerations when choosing an EIS fund. Other criteria such as the forecasting timing of the exit, the economic
sector of the fund and the quality of information provided by the fund manager were also important considerations. Perhaps rather
surprisingly the forecast level of return was seen as the least important consideration, with only 21% of advisers including this.
Q. Which EIS fund strategies do you recommend to your clients?*
Q. What are the most important criteria when choosing an EIS fund?
Asset-backed
