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EIS Fund

IMPORTANT NOTICE: Investments in the Oxford Innovation EIS Growth Fund ('the Fund') place your capital at risk. Please read the Information Memorandum in full and seek independent financial advice prior to making any investment decisions.

The Oxford Innovation EIS Growth Fund

Offering the opportunity to invest in a portfolio of promising technology companies in Oxford and the broader Oxford Innovation network in the UK, with the potential to achieve significant tax-free capital gains. 

Oxford Innovation has been supporting and incubating early stage companies for over thirty years. This includes through our network of innovation centres, the provision of business coaching services, and funding support through our investment division, Oxford Investment Opportunity Network Limited (OION Ltd). We are therefore excited to launch a fund that will apply this knowledge and experience with the aim of finding and supporting the next generation of high growth companies.

The focus of the Fund is to identify promising technology investment opportunities for capital growth within Oxford and the Oxford Innovation network across the UK and to combine this with support from business coaches and angel investors. The geographical focus will be on the Oxfordshire region, with the scope to invest in other technology companies in the UK that meet the Fund’s investment criteria. Further details can be found in the Fund's Information Memorandum.

Our approach will make use of our extensive network of entrepreneurs, angel investors, sector experts and business coaches to help with sourcing and selecting the investments that the Fund will make, in supporting our portfolio companies to grow and in enabling these companies to exit profitably.

Fund Manager: OION Ltd, the investment division of Oxford InnovationMaximum Fund size: £5,000,000
Fund Type: EIS (Enterprise Investment Scheme)Minimum Commitment: £10,000
Custodian: Kin Capital Partners LLPDeadline: 31 March 2021*
Sector Focus: High growth technology businesses 

*The Manager retains the right to change the Closing Date and/or undertake Interim Closings at its discretion, subject to the availability of funds and suitable investments. All Subscriptions made shall be regarded as part of the same portfolio and intends to fully invest subscriptions to the Fund over a twelve-month period.

The documents for the Fund can be accessed via the button below, they will become available for download following completion of the required information.

Access Fund Documents

 

IMPORTANT INFORMATION

Please read this important information and confirm via the checkbox below before accessing this webpage. 

Information on the Oxford Innovation EIS Growth Fund is only suitable for individuals who are classified as being at least one of:

  • a retail client certified as a high net worth investor within the meaning of COBS 4.7.9(1)(a)R;

  • a retail client self-certified as a sophisticated investor within the meaning of COBS 4.7.9(1)(c)R;

  • a professional client within the meaning of COBS 3.5R;

  • a restricted investor certified within the meaning of COBS 4.7.10.R.

The information contained within this webpage does not constitute an offer to invest or an invitation to apply for securities. You should contact an independent financial adviser or other professional adviser authorised under the Financial Services and Markets Act 2000 (FSMA) prior to making any investment decisions.

RISK WARNING

Investments in the Oxford Innovation EIS Growth Fund (the Fund) place your capital at risk. The Fund Manager, Oxford Investment Opportunity Network Limited (OION Ltd), does not provide investment, tax or legal advice and recommends that you seek professional advice if you are considering investing in the Fund. You may lose part or all of the amount you invest in the Fund. The Fund invests in unquoted shares in small companies. The value of these shares can be volatile, and the shares are often difficult to sell. The tax reliefs associated with the investments depend on the individual circumstances of each investor and may be subject to change. Past performance is not a reliable indicator of future results. The Fund Manager’s forecasts and performance targets cannot accurately predict how investments will perform. Your attention is drawn to the section of the Fund’s Information Memorandum headed “Risks”, which should be reviewed in full.