Structuring your portfolio for growth, with Dr. Brian Moretta

Syndicate Room

2 September 2024•2 min read

Many investors are interested in the high return potential of EIS and SEIS – not to mention the tax reliefs – but are put off by the risk of investing in early stage startups. In our latest webinar Dr. Brian Moretta of Hardman & Co sets out the methods to incorporate a degree of EIS or SEIS in a traditional portfolio in order to benefit from the added return potential, without affecting your portfolio's risk profile.

### SyndicateRoom offers the following products to investors: #### The Access EIS Fund We spent three years analysing the UK startup market and found that in its entirety, [it grows by around 25% year on year](/invest/whitepaper). We set about devising a method to capture this market growth for our investors by building them the most diverse portfolio currently available on the market. Minimum investment: £5,000 Find out more If you would prefer to speak to one of our experts about investing, you use the following link to arrange a call. Arrange a call

Risk warning: Please click here to read the full risk warning.

Investing in early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. Tax relief depends on an individual’s circumstances and may change in the future. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance. You should not rely on any past performance as a guarantee of future investment performance.

This page has been approved as a financial promotion by Syndicate Room Ltd, which is authorised and regulated by the Financial Conduct Authority (No. 613021).

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