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Investment performance

The Finance Wales Group is a leading UK SME investment company.

We manage 11 funds including the £454 million Help to Buy - Wales scheme.

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The Group's investment history



 

Group investment history

Figures since 2001

  • £502 million invested
  • 4,079 investments
  • £788 million additional investment leveraged
  • 49,774 jobs created or safeguarded

2016-17 financial year

 

Quarter 3 update (figures correct up to 31 December 2016)

 

Finance Wales

  • £40 million invested in Welsh SMEs (fewer than 250 employees)
  • £53 million additional investment from banks and other private-sector funders
  • £93 million growth capital injected into the Welsh economy
  • Finance Wales made 184 investments, supporting 171 enterprises
  • 2,651 jobs created or safeguarded in Wales
  • Finance Wales can invest from £1,000 up to £3 million in a single funding round
  • Finance Wales newest fund, the £136 million Wales Business Fund was launched in September and will run for seven years
  • Finance Wales manages over £990 million of funds:
    • Over £500 million across all business funds
    • £454 million Help to Buy - Wales scheme



Highlights for 2015 – 16 financial year


Finance Wales Group

  • Record £63 million invested excluding investments facilitated by xénos

Finance Wales

  • £46.5 million invested
  • 201 investments in 185 businesses
  • £6.6 million additional investment leveraged
  • 2 exits/investment realisations
  • £110.5 million growth capital injected into Welsh economy
  • 3,058 jobs created or safeguarded
  • Finance Wales met or exceeded its key performance indicators for the 2015 – 16 financial year.
  • £110.5 million of investments by Finance Wales and private-sector funders helped 185 Welsh SMEs safeguard 1,175 jobs and create a further 1,883 jobs, exceeding Finance Wales’ annual target by 2%
  • Finance Wales’ investments totalled £45.6 million, exceeding target by 10%, and attracted £64.9 million of additional investment – a 15% increase on 2014 – 15.
  • 30 SMEs in North Wales benefited from £5.5 million while Finance Wales invested £1.5 million in 18 Mid-Wales SMEs, £9.5 million in 41 South West Wales SMEs and £29.1 million in 112 SMEs based in South East Wales.
  • Finance Wales currently has £195.5 million to invest in Welsh SMEs from a combination of its existing funds and £135.9 million Wales Business Fund, £10 million Wales Technology Venture Investment Fund, £25 million Wales Management Succession Fund and £6 million boost to the Wales Micro-business Loan Fund.

Read our annual performance release.

 

xénos, the Wales Business Angel Network

  • £2.8 million business angel investment facilitated
  • 14 investments
  • £1.4 million additional investment leveraged

xénos exceed its target by by 14% and facilitated its largest ever investment of £900,000


FW Capital

  • £17.4. million invested
  • 67 investments in 63 businesses
  • £31.1 million external private investment
  • £48.5 million growth capital injected into North East and North West of England
  • 1,349 jobs created or safeguarded


Profitable exits

To date we’ve exited from 27 of our equity investments. 

In 2014-15 we achieved our largest and most profitable exits to date in Wholebake and Vista, returning multiples of 5.5x and 4.5x respectively.



Contact us

To enquire about investment from Finance Wales please contact us