The Launch of the Isambard Fund

Rowan Dartington has launched the Isambard Fund, a high octane growth fund intended to provide investors with an opportunity to gain exposure to the pre-IPO (Initial Public Offering) investment market, an area not usually accessible to private client investors. The fund is being launched with Enterprise Investment Scheme approval, meaning that as well as aiming to provide attractive returns, it has added tax advantages.

This fund has unique qualities.

Firstly, the fund will only invest in areas which have strong intellectual capital, namely, Renewable Energy, Environment, Biotechnology, Pharmaceutical and Engineering sectors.

Secondly, the fund is being advised by some of the worlds leading experts in these fields including Sir Roger Jones, Dr Jim Murray and Professor Tony Atkinson.

Thirdly, the fund has a number of strict investment criteria which include:

  • Investments fall within the panel's expertise
  • Research and Development is complete and the technology proven
  • The Intellectual Property is protected through patents
  • Business model is robust and scaleable
  • Management is capable of implementing business plan
  • The company will IPO within 6 – 12 months

And finally, our fee structure also differentiates the fund as it is unique as far as we know. There is no onerous front end load for investors to bear, only an annual management fee and administration charge totalling 3%. This means that 100% of an investor’s money is available for tax relief.

This exciting fund also enables investors to help fund the future growth of this country by providing capital to enable companies to grow, and who will hopefully one day be large enough to employ the next generation and drive future prosperity.

Contact:
Jonathan Beatson-Hird
Rowan Dartington & Co. Limited
Colston Tower
Colston Street
Bristol
BS1 4RD

Tel: 0117 9330000
isambard
@rowan-dartington.co.uk

An EIS Approved Fund targeting PRE IPO Growth Companies.

Bridgnig the Equity Gap