The Oxford Capital Growth EIS offers investors the opportunity to invest in a portfolio of shares in early-stage UK technology companies that have the potential for rapid value growth and provides exposure to sectors such as fintech, digital health and AI & machine learning.
Investments are managed by our investment team, who have more than 50 years of Venture Capital experience.
The Enterprise Investment Scheme is a government initiative designed to encourage private investment into growing British companies, by offering attractive tax reliefs. For more detailed information on eis investments, visit our page “What is an EIS?.
Before you decide to invest, please view the Key Information Document and download our Information Memorandum below.
Director – Private Clients
When you’re investing in an early stage business, you want to make sure the quality of its management and the industry it’s in give it the greatest chance of success. The Oxford Capital investment team invests in sectors where the UK is considered a world leader, like financial technologies, future of retail, mobility, digital health, online marketplaces, artificial intelligence and machine learning.
We back companies that we believe have the potential to grow rapidly and become very valuable. And often we are backing serial entrepreneurs – people who have already shown that they understand what it takes to build and sell a successful company.
The Growth EIS has been independently reviewed by Hardman & Co and MICAP to provide expert, independent due diligence.
Data for 5 years to 05.10.21.Multiple shows gross performance and does not include the effect of commissions, fees or other charges. Past performance is not a reliable indicator of future results.
We invest in companies operating in industry sectors which lend themselves to rapid growth.
An app that makes investments simple and fun.
App for tracking spending across multiple payment cards
Tools for turning disparate data into useful information.
Next generation market research platform.
Online men’s apparel brand
Online mental health portal.
Sustainable living made simple.
B2C marketplace seeking to minimise long wait times for booking an MRI Scan
Life insurance for those with chronic illnesses.
Robotic fruit and vegetable harvesting.
An online platform for consumers to purchase art direct from the artists.
Hassle-free home energy services
Juggle helps companies to hire and manage outstanding experienced professionals, flexibly.
Free-to-play games for mobile phones
A unique B2B marketplace for the interiors industry.
Online video GP appointments
EIS Summary
Your subscription will be invested into unquoted companies in a series of separate transactions, usually over a period of 12-18 months.
You will typically acquire shares in 8-12 companies.
Please read the tax reliefs and risks information here before downloading an Information Memorandum.
£25,000 minimum subscription.
Key Information Document
The Oxford Capital Growth EIS is classified as a ‘Packaged Retail and Insurance-based Investment Product’ or ‘PRIIP’. As such, we are required to produce a Key Information Document (KID), which explains certain aspects of the investment. KIDs are written in a format prescribed by the PRIIPs Regulation, to make it easier for you to compare the Oxford Capital Growth EIS with the KIDs produced for other PRIIPs.
You can view the KID here.
EIS Tax Reliefs
Income Tax relief equal to 30% of the amount invested into qualifying shares.
No Capital Gains Tax to pay on exit, provided shares held for at least three years.
Capital gains from other assets can be deferred using your EIS investment, and could be eliminated if you hold the EIS on death.
100% Inheritance Tax relief, provided you own the shares for at least two years and still own them on death.
For more information on EIS tax relief and advantages, read our EIS Relief Guide here.
Risks
Investing in small companies carries significant risks, and you should not invest in the Growth EIS unless you can afford to lose some or all of your investment.
Shares in unquoted companies are illiquid. This means you cannot withdraw your investment. You will only receive proceeds if the underlying companies are successfully sold. Not all companies will be sold for a profit.
Tax advantages are summarised based on current legislation, depend on your personal circumstances and are subject to change.
Investment should only be made once you have read the full Information Memorandum, particularly the sections which cover risks and charges.
Our Venture Capital investments are sourced, executed and managed
by our investment team, who have more than 50 years of combined experience.
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