Mercia Knowledge-intensive EIS fund
Tax relief on tight timescales
Mercia’s Knowledge-intensive EIS Fund is now open and will close on the 28th of March 2023.
As an HMRC-approved fund, investors will be able to claim income tax relief for this tax year in which the fund closes (2022/23), or the last tax year (2021/22).
The fund will invest in approximately 12 knowledge-intensive EIS-qualifying companies and aims to triple invested capital in 5-7 years, including tax reliefs.
Capital at risk. Please see full risk information below
Stefan Helm, Digital BD Manager
07377 383 609
Information and Risk Warning:
Please note: Past performance is not necessarily a guide to future performance. The value of an investment may go down as well as up, in which case an investor may not get back the amount invested. Investments in small unquoted companies carry an above-average level of risk. These investments are highly illiquid and as such, there may not be a readily available market to sell such an investment. Where an investment is denominated in a currency other than Sterling then changes in the exchange rate between currencies may adversely affect the value of that investment. You or your adviser must provide evidence that you meet the qualifying criteria, such as “high net worth” or “sophisticated investor” certification with your application.
Mercia Fund Management Limited, a subsidiary of Mercia Asset Management PLC, is the manager of the EIS fund and is authorised and regulated by the Financial Conduct Authority.