61
EIS FUNDS RAISED IN TAX YEAR 2013-14
Fund Name
EIS Type
Raised in 2013-14 % of Funds
Raised
Source if Not
Provider
Guinness AIM 2014
EIS AIM portfolios
£2,300,000
Total
£2,300,000
1%
City Pub Cos (East & West)
EIS company seeking growth
with a track record – single
sector
£6,000,000
City Pub Cos (East & West)
£4,000,000
Total
£10,000,000
2%
INS Rosehill Enterprises PLC
EIS company seeking growth
without a track record – single
sector
£1,200,000
London Shipping Limited
£2,000,000
Wine Enterprise Investment Scheme Limited
£2,500,000
Total
£5,700,000
1%
Select Television EIS Service 2013
EIS fund seeking lower risk
without a track record – non
renewables single sector
£11,100,000
Total
£11,100,000
2%
Calculus EIS Fund 14
EIS portfolio offerings/funds
seeking growth with track record
– multi sector
£20,300,000
Downing Growth EIS Fund 3
£2,000,000
MMC EIS Fund
£16,100,000
Octopus Eureka EIS Portfolio Service
£21,200,000
Oxford Gateway EIS Portfolio
£15,000,000
Parkwalk Opportunities EIS Portfolio Service
£7,500,000
Parkwalk UK Technology EIS Fund V
£8,300,000
Total
£90,400,000
15%
Imbiba London Bar & Restaurant Fund 3
EIS funds seeking growth with
track record – single sector
£5,000,000
Total
£5,000,000
1%
Bestport EIS Fund
EIS portfolio offerings/funds
seeking growth without track
record – multi sector
£2,000,000
Boundary Capital Home Run SEIS & EIS Fund 2
£1,000,000
Mercia Growth Fund 3
£3,000,000
Rockpool EIS (capital preservation offer)
£18,089,000
Rockpool EIS (growth offer)
£3,060,000
Seneca Acceleris EIS Investments
£6,800,000
Seneca EIS Portfolio Service
£5,700,000
Total
£25,500,000
6%
Downing Pub EIS Fund 1
EIS funds seeking lower risk with
a track record – non renewables
single sector
£8,400,000
Ingenious Broadcasting EIS
£30,000,000
TER Estimate
Ingenious Shelley Media EIS
£30,000,000
TER Estimate
Total
£68,400,000
11%
Downing Renewables EIS
EIS portfolio offerings/funds
seeking lower risk renewables
£58,200,000
Enterprise Solar EIS Fund
£1,000,000
Foresight Solar EIS 3
£20,000,000
Foresight Solar EIS 4
£87,500,000
Guinness EIS
£14,000,000
Ingenious Renewable Energy EIS 2
£26,000,000
Octopus EIS tranches
£114,500,000
Oxford Capital Infrastructure EIS
£40,000,000
Sustainable Tech Investors App EIS Fund 2
£4,000,000
TIME:EIS Renewables Tranche 1
£3,400,000
Triple Point EIS
£18,100,000
Total
£386,700,000
62%
Puma EIS
EIS funds seeking lower risk
without track record – non
renewables multi sector
£7,500,000
Total
£7,500,000
1%
£626,749,000
100%
M Churchill 04 June 2014
Source: taxefficientreview.com – data provided to Tax Efficient Review by providers (except where estimated)
EIS FUNDS RAISED –
2013/14
