Enterprise Investment Scheme
The EIS was first established in 1994. It provides a range of tax incentives to encourage medium term investment into smaller, unquoted companies.
Some promoters offer an EIS portfolio solution, in which investment is spread across several companies to diversify risk. Unless you are experienced at analysing individual unquoted companies we strongly recommend the portfolio approach.
Selected EIS Offers
|Closing Dates||Min |
|Capital Growth (What does this mean?)|
|Downing Ventures EIS||Discretionary Portfolio||Evergreen*||£15,000|
A discretionary managed EIS portfolio service with a sole focus on investing in high growth technology businesses that are likely to disrupt large markets through “game changing” technology.
|Seneca EIS Portfolio Service||Discretionary Portfolio||Evergreen*||£25,000|
A sector agnostic EIS portfolio service seeking to invest in a portfolio of four to six established private and AIM listed investment opportunities.
|Capital Preservation (What does this mean?)|
* Evergreen offers do not have a formal closing date
How to invest
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EIS schemes should be regarded as higher risk investments, suitable only for experienced investors who are able to withstand losses or for investors only investing less than 10% of their investable assets.