Bright Futures SITR Fund

Bright Futures SITR Fund

The Bright Futures SITR Fund is now closed and will be reopening in early 2017/18.  Please contact us to be kept informed of when the fund opens again. Please note, SITR investments are higher risk*. Private investors will need to first contact us to confirm their status as a High Net Worth, Sophisticated or Restricted Investor before we can send further information.

For general information about SITR click here

Investing in Britain’s children, youth and vulnerable communities, the Bright Futures SITR Fund provides debt to ambitious charities and social enterprises working to improve the lives of children, young people and other vulnerable groups across the UK.

  • First national SITR Fund, investing across the whole of UK
  • Zero upfront costs – 100% of each investment eligible for tax relief
  • Co-investment strategy with well respected and reputable industry leaders
  • Offering investors a financial and social return on their investment
  • Target size of £3 million (£1.6m raised so far)
  • SITR investors are eligible to receive 30% UK income tax relief and capital gains tax deferral

The fund will provide a diversified retail investment product for those looking to achieve both a financial and social return.

The manager of the Bright Futures SITR Fund is Kin Capital Partners LLP, an independent firm providing fund management and fund raising services based in London. Kin Capital Partners LLP is authorised and regulated by the Financial Conduct Authority (FCA). The manager is advised by Social Finance, also authorised by the FCA and a leading social investment intermediary. Since 2007 Social Finance has successfully mobilised over £100 million of social investment from impact investors.

For further information on our current SITR opportunities, please visit the Open Offers section of our website.

* Please note Kin is unable to give taxation or financial advice and strongly recommends private investors speak with a suitably qualified independent financial adviser. Your capital is at risk and all our products are long term, high risk investments. They will not be suitable for all investors. The level of tax relief received depends on individual circumstances and may be withdrawn at a later date.

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