In Conversation with Ken Hunnisett from Triple Point, by Finance & Leasing Association
23 July 18
23 July 18
5 reasons why your client should consider Impact Investment
1. Maximised financial returns
Impact investment gives your client the opportunity to unlock the potential to generate significant returns by investing in the latest technologies and innovative companies that provide new products and services
2. No trade-off
Research shows that there is no trade-off on the financial returns from investing in companies that have a positive social and environmental impact. A 2013 paper by Deutsche Bank, for example, suggests that 90% of 2,200 peer-reviewed studies show a positive or neutral correlation between social impact and financial performance
3. Fast growing
This is one of the fastest growing investment sectors reflecting society’s shift towards socially responsible investment
Impact Investment provides additional diversification to your clients’ investment portfolios
5. Social impact
Your client can play an active role in addressing some of society’s biggest problems
The Triple Point Impact EIS takes advantage of this expanding market opportunity by targeting significant capital growth by investing in fast-growing, innovative companies that have a positive impact on society and which qualify for EIS tax reliefs.
The Service invests in companies that make a significant positive contribution to one of four social themes: health, environment, children & young people and inequality — with each investor holding a portfolio of 8 to 12 companies, ensuring diversification within the investment too.
Financial returns are achieved by investing in unlisted growth companies that are already generating revenue and have the potential to provide a significant capital return over a four-to-seven-year period. Investors also benefit from tax reliefs associated with EIS, including income tax relief of 30%, inheritance tax relief and tax-free growth.
Risk Warning: The Triple Point Impact EIS Service carries all the risks of investment in smaller companies. Your capital is at risk. There is no guarantee that target returns will be achieved and investors may get back less than they invested. Tax rules and reliefs are subject to change.