Foresight Group
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About Foresight Group
For financial advisers that are authorised and regulated by the Financial Conduct Authority (“FCA”). No reliance may be placed upon the information below by retail investors.Founded in 1984, Foresight Group is a sustainability-led alternative assets and SME investment manager with £12bn of assets under management (as at 30 June 2023).
With a long-established focus on ESG and sustainability-led strategies, we aim to provide attractive returns to some of the world’s largest institutions and 30,000 private investors from hard-to-access private markets.
Our specialist investment solutions are designed to meet a variety of income, capital appreciation, and inheritance tax mitigation objectives to meet investors’ needs.
Dedicated Support
Our Business Development Managers (“BDM”) provide dedicated support to Financial Advisers and their clients. Meeting your needs is our number one priority.Find your local BDM here or contact us on [email protected].
Alternatively, contact Nel Isaac, Senior Manager, Strategic Partnerships at Foresight Group.
Products
Business Relief
The Foresight Inheritance Tax Solution (“ITS”) is designed to offer simplicity and flexibility, while investing sustainably to protect future generations.The Foresight Accelerated Inheritance Tax Solution (“AITS”) uniquely combines the benefits of Business Relief and Life Insurance, while investing sustainably to protect future generations.
Venture Capital Trusts (“VCTs”)
Foresight’s VCTs are managed by our award-winning Private Equity Team which comprises of 45+ investment managers, making them one of the largest and longest established in Europe. We were also named "Best VCT Investment Manager" at the Growth Investor Awards 2022.Rather than just being London-centric, Foresight has ten offices across the UK and Ireland creating a large origination network spanning these regions. A larger team and greater regional presence allows us to review more than 2,000 investment opportunities each year.
Click the links below to find out more about our VCTs:
- Foresight VCT Plc
- Foresight Enterprise VCT Plc
- Foresight Solar & Technology VCT Plc (FWT Shares)
- Thames Ventures VCT 1 Plc
- Thames Ventures VCT 2 Plc
Enterprise Investment Schemes (“EIS”)
The Foresight WAE Technology EIS Fund invests into early-stage, unquoted companies that are developing disruptive technology and pioneering innovation.The Thames Ventures EIS Fund seeks businesses from around the world that are developing technology-based products or services with the potential for global application.
Open Ended Investment Companies (“OEICs”)
The Foresight Capital Management ("FCM") team and their investment approach were established in 2017 to facilitate retail and institutional investors accessing real assets and sustainable investment opportunities through actively managed open-ended funds investing in listed securities.We are a sustainability focused asset manager, applying private market expertise to opportunities in listed markets. The FCM team currently manages four strategies:
FP Foresight Sustainable Future Themes Fund (“SFT”): Targets an attractive risk adjusted return by investing in a global portfolio of scalable listed companies that address the core themes of sustainable development and decarbonisation.
FP Foresight Global Real Infrastructure Fund ("GRIF"): Targets an annual return in excess of CPI+3% over any five-year period through the active management of globally listed renewable energy and infrastructure investment companies.
FP Foresight Sustainable Real Estate Securities Fund ("REF"): Targets a 4% income yield from a portfolio of listed, highly liquid Real Estate Investment Trusts (“REITs”), which have exposure to sustainable and long duration real estate-backed cash flows.
FP Foresight UK Infrastructure Income Fund ("FIIF"): Targets an annual income of 5% through the active management of UK-listed renewable energy and infrastructure investment companies.
Useful Resources
- Upcoming events and webinars
- Illustration tools
- Property Sale case study
- Business Sale case study
- The Foresight Guide to Tax
- The Foresight Guide to Inheritance Tax
- The Foresight Guide to EISs
- The Foresight Guide to Business Relief
- The Foresight Guide to Venture Capital Trusts
- Foresight WAE Technology Investment Platform: The Story So Far
Key Risks
Capital at risk: The value of shares or units and income from them may go down as well as up, and past performance is not a reliable indicator of future performance and may not be repeated. Capital is at risk and investors may not get back the full amount invested.Tax treatment: tax treatment depends on investor’s individual circumstances and may be subject to change.
Qualifying status:
Business Relief (“BR”): There can be no guarantee that investments will continue to qualify for BR. A failure to meet the BR qualifying requirements could result in the investments losing their inheritance tax exempt status, resulting in adverse tax consequences for investors. Foresight AITS is an integrated BR and insurance solution that gives investors immediate inheritance tax mitigation. For investment, insurance cover is only available to investors who meet the eligibility criteria for the relevant Insurance Category. Failure to meet such criteria or a misrepresentation in the eligibility declaration could result in the Insurer refusing to settle an investor’s claim under the Insurance Policy.
VCTs: VCT tax reliefs are dependent on the VCT maintaining its qualifying status and on investors’ individual circumstances. If a VCT loses its qualifying status, tax advantages will be withdrawn from that point.
EIS: EIS tax reliefs are subject to change and investments may also rely on the company or investment opportunity in question meeting EIS qualifying criteria which are not guaranteed.
Volatility and liquidity: The products invest in be made in small unquoted companies and infrastructure, which carry a higher risk than many other forms of investment. The investments are therefore likely to be illiquid and difficult to realise.
OEICS: The Funds focus on certain infrastructure and real estate sectors only and will have less diverse portfolios than the average OEIC. Please refer to the OEIC Prospectus for further information on liquidity and volatility risk.
Minimum holding periods: BR, VCT and EIS investments have minimum holding periods. If shares are sold before the minimum holding period, reliefs claimed may have to be repaid. Other reliefs may no longer be available.
Foresight’s products are not suitable for all investors. Any recommendation should be based on your client’s financial circumstances, objectives and needs. This document is intended for information purposes only and does not create any legally binding obligations on the part of Foresight.
Without limitation, this document does not constitute an offer, an invitation to offer or a recommendation to engage in any investment activity. Foresight does not provide financial, legal, investment or tax advice, and therefore potential investors should seek specialist independent tax and financial advice before deciding to invest.
Investors should only subscribe for shares or units based on the information set out in the Investor Guides, Information Memoranda, Prospectuses and the relevant Key Information Document/Key Investor Information Document (KID/KIID) before deciding to invest.
FundRock Partners Limited is the authorised corporate director (“ACD”) of the OEICs and Foresight is the Investment Manager and promoter of the funds.
THIS SITE IS FOR PROFESSIONAL INTERMEDIARY USE ONLY AND NOT FOR USE BY THE GENERAL PUBLIC.
Paradigm Consulting is a Member of the Association of Professional Compliance Consultants and also the Consumer Duty Alliance.
Useful Links
Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above