Oxford capital eis fund
Investor Portal

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.

INVEST IN THE
OXFORD CAPITAL
eis

Build a discretionary managed portfolio of high-potential UK technology startups, while benefiting from EIS tax advantages.

REQUEST INFORMATION PACK
Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment.

THE OXFORD CAPITAL EIS

£25,000 Minimum
Subscription

Discretionary portfolio
of 8-10 companies

12 months
deployment

2.5x target returns
(net of fees)

Evergreen (always
open for investment)

EIS
tax advantages

Aim to exit most
investments within
5-7 years

DELIVERING STRONG performance

0 % - IRR*

7 years of strong performance

0 x DEEP

tech exits

x

multiple on invested capital

£ bn

of EV across portfolio

* Data for 7 years to 5.10.2022 (since inception). Current valuation as at 5.10.22. Multiple shows gross performance and does not include the effect of commission, fees or other charges. Past performance is not a reliable indicator of future results.

OUR SUPPORT FOR ADVISERS

We work closely with our advisers to ensure they have the support required throughout the investment process, and are always on hand to answer any queries.

Our support includes:

A dedicated Investor Relations team on hand for pre and post investment support

A 24/7/365 online investor portal that enables tracking of client’s investments, including bi-annual valuations

A resourced Advisor Knowledge Bank that includes Due Diligence and Performance Packs, Independent Analyst Reviews, EIS Guides, and more.

  •  

Accredited CPD is available via the CISI.

Request an adviser pack
Receive a personal illustration
Access our resource centre

REQUEST INFORMATION PACK

SET UP A MEETING
with our team

Mark Bower-Easton

Head of Distribution

Nick Sudlow

Manager, Investor Relations

Book a meeting

PERSONAL ILLUSTRATION FORM

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.