Sovereign EIS Fund

The Sovereign EIS Fund is an Alternative Investment Fund (“AIF”) investing in EIS-qualifying companies in the media sector.

The Sovereign team has over 400 years combined experience in media and entertainment investments.

Investments are made into a library of premium media content, generating income from multiple revenue streams in over 150 countries worldwide. Investment is focussed on diversified and non-correlated asset classes, across music, film and television.


Key Facts

Tax Reliefs

Income Tax Relief


Capital Gains Tax deferral


Capital Gains Tax 30 day rule


Loss Relief


Inheritance Tax Relief


Advance Assurance


Investment Deployment


Carry Back available


Tax-Free Growth




Business Investment Relief available




Target Return


Minimum Investment


Maximum Investment


Fees (all fees are taken from the
underlying investee companies)

Investors in EIS are incentivised with relief on Income Tax, Capital Gains Tax and Inheritance Tax




Yes, with no limit on investment


30 day EIS investment available, facilitated via discretionary closes




Yes, Inheritance Tax exemption after 2 years


Mandatory, all investee companies trading, with HMRC Advance Assurance


Within 2 working days of Fund close






In up to 5 companies, across media sub-sectors


Yes. If UK-resident & non UK-domiciled. Tax-free remittance from overseas income and gains.

EIS is a qualifying investment. No limit on investment.



£1.40 over 4-5 years




£1m per tax year


2% Initial Charge

1% Annual Management Charge

Independent Research


Independent Research