Calculus Capital has a strong reputation for originating successful EIS funds. We created and established the UK’s first approved EIS Fund in 1999/2000. We have now launched and closed nine EIS Funds; one in every year except last year. In 2008, we believed that the market was overvalued, and in hindsight, we were correct.
The market has changed dramatically since then. We now believe there has never been a better time to invest in an EIS fund. Our reasons for this are two-fold. First of all, in the current economic environment, taxes must rise, and it makes sense to invest in government blessed tax-sheltered products. Secondly, company valuations have fallen over the last 18 months and even excellent well-managed companies are still finding it difficult to raise finance for expansion. We see significant long term benefits in investing now.
From the start of next year, tax relief on pension contributions will be curtailed and then reduced for some individuals. Investment in our EIS Fund 10, with the focus on wealth preservation, tax mitigation and capital growth, might be a valuable addition, or even alternative, to further pension contributions.
With this positive environment we are pleased to introduce the Calculus Capital EIS Fund 10, launching on 1st October 2009.
The Calculus Capital EIS Fund 10 is now open for investment.
If you are sufficiently experienced to be classified as an Elective Professional Client and would like to download an electronic copy of the Calculus Capital EIS Fund 10 Information Memorandum please click here and accordingly, if you would like to download an Application Form for the Calculus Capital EIS Fund 10 please click here.
Similarly, if you are sufficiently experienced and would like to request a hard copy of the Calculus Capital EIS Fund 10 Information Memorandum please send an email to admin@calculuscapital.com containing your name, postal address and contact telephone number; alternatively please call us on 020 7493 4940.
Your attention is drawn to the fact that this website and the provision of the Information Memorandum does not constitute a personal recommendation. Calculus Capital is not authorised to provide specific and personal advice on the suitability of investments for a potential investor’s individual circumstances, risk tolerance or investment objectives. If you have any doubt about whether an investment in a fund such as this is appropriate you should consult a suitably qualified financial adviser. In particular it should be noted that past performance is not necessarily a guide to future performance. In the event that we receive a direct application for an investment, i.e. not via a financial intermediary, it may be the case that we have to seek detailed information into the extent of the applicant’s investment experience and knowledge before being in a position to progress the application.
