Fund Research

Augmentum Fintech

Last update 10 May 2018

Launched in mid-March 2018, Augmentum Fintech targets private (unlisted) financial services technology companies which the managers believe have the potential to grow quickly, based predominantly in the UK and wider Europe.

Once fully invested, the managers anticipate a portfolio made up of 15 to 20 holdings. This will be diversified across geographical areas within the UK and Europe. At the time of writing, the portfolio is comprised of six companies, representing around 35% of NAV.

Augmentum Fintech is its manager’s first public fund and, as such, we are not aware of any prior performance to support their thesis or methodology. However, the trust has the backing from RIT Capital Partners, a long-standing investment trust chaired by Lord Rothschild

Augmentum Capital manages the company; the co-founders, Tim Levene, Richard Matthews and Perry Blacher, are responsible for managing the trust and bring a world of experience within the technology and finance industry. All three individuals originally formed a part of Flutter.com, which later merged with Betfair

The shares currently trade at a 2% premium to the launch NAV. Given the underlying investments are private (unlisted), the company will be publishing NAVs following two formal valuation processes each year, conducted as at 30 September and 31 March. The first calculation will be as at 30 September 2018

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