The Vala Sustainable Growth EIS is a discretionary portfolio service, which will provide a portfolio of sustainable investments across a range of themes. The target is a 2.5x return after fees. Returns will be focused on capital gains, and investors are unlikely to receive any dividends. The Fund is evergreen.
The report goes into details of how the investment process works, sourcing and decision-making, exit strategies, post-investment governance and monitoring, fees and more. It also includes Hardman & Co’s unique fee calculation table, allowing advisors and investors to properly investigate their effect.
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