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CHF Media Fund

About Cosgrove Hall Fitzpatrick (CHF Entertainment)- a 40 year legacy

CHF's multi BAFTA and international Emmy award winning creative team, have over their 40 year history been behind household favourites such as Danger Mouse, Wind in the Willows, Count Duckula, the BFG... and many many more.  

The Media Fund
The CHF Media Fund will invest in companies which each individually own the intellectual property rights to a new family entertainment or children’s show originated or developed by CHF. The capital raised will be used to develop, produce and monetise the shows.

The CHF Media Fund will invest in a selection of shows, both those in development and production. An explanation of what constitutes a show in development and a show in production is set out on page 7 of the Information Memorandum, which is available to download on this website.

The success of investee companies will derive from all revenue inflows relating to their intellectual property rights such as broadcasting, licensing and merchandising sales; the potential returns to Investors are not capped and so will be shared pro rata with other investors according to their respective shareholdings.

The CHF creative and commercial committee (the “CCC”) is at the heart of the CHF Media Fund and is key to its success. It is responsible for identifying prospective shows that not only offer excellent family entertainment but also offer the potential to generate significant commercial returns to you as an Investor.

Download the Investment Memorandum

Click here to download the Information Memorandum

Please contact us for application forms by calling 020 3667 1800 / email enquiries@cityalliance.co.uk

EIS Track Record- Pip Ahoy! Rated No.1 above Peppa Pig 
In terms of investment experience, in 2013 CHF raised in excess of its £3m target for its flagship (S)EIS show -Pip Ahoy! (aimed at the lucrative pre-school market of children aged 2-5 years old).

Pip, voiced by Sir David Jason, is on Channel 5's Milkshake at 7am every morning for the next 5 years as well as being on Cartoonito 4 times daily.

The
merchandising agreement is agreed with the prestigious John Adams Leisure Ltd, and products are due to roll out from May 2015.

This is not a film fund! - the CHF Media Fund benefits from multiple revenues inc. merchandising

Whilst the connotations of media funds are often associated with film, this is very different. 

CHF's portfolio shows do not rely on any box-office revenues, they instead benefit from multiple revenue streams including Broadcast, License & Merchandising Sales.

CHF Media Fund Highlights


The structure of this (S)EIS fund, offers investors a blended income tax relief rate of 35%, which is effectively split 80/20 (EIS/SEIS respectively), with a hold period of 3-5 years.

Key Fund Features

Target Fund Size

£evergreen (regular allotments)

Investment Sector

Children's TV animation

Investor Profile

Execution Only & Retail via Elected Professional Clients

Minimum Subscription

£20k 

Target Portfolio Size

3 - 4 companies / shows

Target Returns

3x net return after 5 years

Initial Charge

2.5%*

Annual Management Charge

1.75%*

Performance Fee

None

Adviser Fee

5% (3% Initial & 0.5% Trail capped at 4 years)

Exit Profile

4-5 years (usually 3 years after show first airs)

Target Close Date

Evergreen (Shares issued via regular closings)

* Charges are paid by the Investee Companies, ensuring that 100% of the investor's subscription benefits from the tax reliefs.

Allenbridge Review Available
The Allenbridge Tax Shelter Report on the Fund is now available.  Please contact us or Allenbridge for further information.

What to do next
Should you have any queries, want to arrange a meeting, order literature, or make a reservation, please contact the City Alliance sales team on 020 3667 1800 / email: enquiries@cityalliance.co.uk.

Important Information
Shares must be held for at least 3 years to receive most (S)EIS benefits summarised above and readers are directed to information on the HMRC website here for full details on (S)EIS investing and here
 for full details on EIS investing. Your attention is drawn to the fact that this article does not constitute a personal recommendation. City Alliance is not authorised to provide specific and personal advice on the suitability of investments for a potential investor’s individual circumstances, risk tolerance or investment objectives. If you have any doubt about whether an investment in a fund such as an (S)EIS Fund is appropriate you should consult a suitably qualified financial adviser.

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