Oxford capital eis fund
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Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment. Take 2 mins to learn more.

Oxford Capital Wins EIS Fund Manager Of The Year

Oxford Capital has been named EIS Fund Manager of the Year for the second year running and for the fourth time in total.

Managing partner David Mott commented, “What makes this particular award so special is that it is voted for by members of the EIS Association, including accountants, tax advisers, independent financial advisers and other fund managers. To have our success recognised by our industry peers is a real honour.”

The award reflects the busy and rewarding year we enjoyed in 2013. Within our Growth Capital strategy, we invested in two new companies and completed follow-on investments in ten existing portfolio companies. We also exited our investment in Arieso, a company that develops hardware and software to optimise the performance and efficiency of mobile phone networks. Arieso was acquired by JDS Uniphase, a US-based networks business, in an $85m cash transaction. This generated a 4.7x return for our EIS fund investors.

Through our Infrastructure strategy, we made nearly 40 separate investments into EIS-qualifying companies which own and operate renewable energy assets. Our Infrastructure investments have so far been focused on Solar Photovoltaic sites but during 2014 we expect to diversify into other assets, including Anaerobic Digestion plants.

We would like to pass on our thanks for this award to the EIS Association and to the members who voted for us.

Estimated reading time: 2 min

 

Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk.

What are the key risks?

  1. You could lose all the money you invest
    1. If the business you invest in fails, you are likely to lose 100% of the money you invested. Most start-up businesses fail.
  2. You are unlikely to be protected if something goes wrong
    1. Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here.
    2. Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here.
  3. You won’t get your money back quickly
    1. Even if the business you invest in is successful, it may take several years to get your money back. You are unlikely to be able to sell your investment early.
    2. The most likely way to get your money back is if the business is bought by another business or lists its shares on an exchange such as the London Stock Exchange. These events are not common.
    3. If you are investing in a start-up business, you should not expect to get your money back through dividends. Start-up businesses rarely pay these.
  4. Don’t put all your eggs in one basket
    1. Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well.
    2. A good rule of thumb is not to invest more than 10% of your money in high-risk investments. https://www.fca.org.uk/investsmart/5-questions-ask-you-invest
  5. The value of your investment can be reduced
    1. The percentage of the business that you own will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows. Most start-up businesses issue multiple rounds of shares.
    2. These new shares could have additional rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.

 

If you are interested in learning more about how to protect yourself, visit the FCA’s website here.