The Alexander David Small Cap EIS Fund ("the Fund") is a tax efficient fund issued under the Enterprise Investment Scheme ("EIS") which offers significant advantageous tax benefits to eligible private individuals making investments into British qualifying companies. The objective of the Fund is to provide investors with superior tax-free returns from investment in carefully selected businesses. The Fund will target growth companies listed on the AIM and Plus which are fundamentally undervalued and which offer a spread of risk together with a degree of asset backing to protect downside.
Although open to any private investors who satisfy the necessary UK regulations, the Fund is specifically targeted towards individuals who seek either to mitigate significant tax liabilities and/or wish to have some exposure to higher risk/reward opportunities. The Fund is designed for capital appreciation over the medium to long term with a spread of risk across a portfolio of investments.
The Fund is advised by Enterprise Corporate Finance Ltd ("Enterprise"), whose management team have long and successful track records in investing, managing and realising the proceeds from the type of companies in which the Fund will invest.
Alexander David was formed in January 2007. It provides professional advice to small and micro cap companies in relation to primary and secondary fundraisings, share placements, IPOs and reverse take-overs across a variety of market sectors as well as day-to-day broking advice. In addition, the Company has a private client team that provides investment advice to its clients, clients including private individuals, their businesses, pension funds and trusts. Alexander David was admitted to AIM in December 2008. The Fund operates a conflict policy to ensure all investments are independently scrutinized and approved prior to investment.
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