OnePlanetCapital Sustainability EIS Fund

OnePlanetCapital is an environmental and sustainability focused EIS Fund that aims to achieve market rate returns as the world pivots to a low carbon economy.

OnePlanetCapital has strong Environmental, Sustainability and Governance principles.

Why invest?

  • The global economy is in the early stages of a green industrial revolution.
  • Your investment will create a positive impact on the environment whilst accessing fast growing companies in the sustainable space.
  • Tax efficient access to sectors such as clean energy, clean technology, sustainable food production, transport and recycling.
  • Strong management team with investment experience and track record in the sector.

There are three investment themes of the fund:

Climate Change – Companies that are tackling emissions and therefore climate change.For example; renewable energy, energy efficiency & transport.

Environment – We invest in companies that have positive environmental impact. For example; agricultural technology, pollution management and biodiversity.

Consumer sustainability – Sustainable companies that support the environment. Examples could be food companies that reduce climate and environmental impact or companies in the recycling space.

Please note that EIS investments are high-risk investments, see risk warnings below.

Investing sustainably

The changes currently taking place in energy, transport, food production and manufacturing are unprecedented. In 2019 the UK became the first major economy to pass laws to end its contribution to global warming by 2050. This target requires a paradigm shift in the UK economy and enormous amounts of investment into the businesses of the future.

What is now clear is that investment performance does not need to be sacrificed in order to tackle the environmental problems of the day with UK sustainable funds more likely to outperform the market over the short, medium and long term* (Source Charles Stanley).

Portfolio examples

Thrift + is a second-hand clothes
reseller. Subsequent to an early
investment by the One Planet Capital
Directors, Thrift has been backed by
Triple Point and Fuel Ventures.
www.thrift.plus

Anderson EV installs high end
EV chargers and has preferred supplier
agreements with companies such
as Porsche in the UK. Andersen EV has attracted venture
capital from Mobeus Equity

Rootwave provides the leading
solution to organically kill weeds without
using chemicals. Rootwave has since
gone on to attract £6.5m of Series A
venture capital. www.rootwave.com

Risk Warning

Our investment products may place your capital at risk and the value of them may go down as well as up and an investor may not get back the amount they invest. Investments in unquoted early stage/small companies and funds that invest in these smaller companies, including but not limited to, the Seed Enterprise Investment Scheme (SEIS), Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), Social Investment Tax Reliefs (SITR) and are high risk and you should not invest unless you can afford total loss or if you are likely to require the capital in the near term since such investments can be difficult to realise.

The tax treatment of the investments depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. This information provided on our website is based on our understanding of current taxation law and HM Revenue and Customs practice, which may change in the future. The content of our website is not intended to constitute investment, tax or legal advice. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. We recommend you seek independent advice before investing in our investment products.

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Downloads

  • Summary (PDF)
  • IM and Application Form (PDF)
  • Key Information Document (PDF)

Reviews

  • MICAP Fund Review (coming soon)

Contact us

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We offer a paperless application system. Please contact the sales team for more information; 0203 743 3100.

Further Reading

  • Coming soon