3.01.20 It was the year of Brexit (again), another bruising general election, and trauma in the retail fund industry with the demise of Woodford and the gating of property funds. Against this backdrop the VCT and EIS industry continued to … Continued
Calculus Capital has extended its offer to waive initial fees on investments into its Venture Capital Trust (VCT) till December 12th. The move will allow investors to see their adviser before polling stations open. All three parties have published their … Continued
Investors placed £731m into Venture Capital Trusts (VCTs) last year and early indications suggest that they may top that this year. The reason is simple – many of us now use VCTs as a key part of retirement planning alongside … Continued
Calculus Capital is pleased to announce the appointment of Dominic Harris as Portfolio Management Director. Dominic was previously an Investment Director at Valtegra, a private equity firm focused on the investment in and turnaround of mid-market companies facing unique situational … Continued
Tax-efficient international exposure can be found beyond the FTSE 100. In the wake of Brexit we have seen many fund managers extolling the virtue of a portfolio heavily dominated by FTSE 100 companies. The argument in their favour is that … Continued
Normal initial fees of 3-5% waived until end of November Award-winning Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT) specialist, Calculus Capital, is waiving initial fees on its VCT until the end of November. The VCT is aiming to … Continued
Calculus Capital are delighted to be finalists in three categories at the upcoming Tax Efficiency Awards 2019/20. Best Generalist – EIS Best Generalist – VCT Exit of the Year The awards are designed to recognise the most successful and forward-thinking … Continued
Calculus VCT is open for subscription – invest in the brightest, growing UK businesses Calculus Capital has launched a £10 million fundraising for the Calculus VCT, offering a target annual dividend of 4.5% of NAV and capital growth. The proceeds … Continued
It is with great sadness that we announce the passing on 4 August of our highly respected and much loved colleague, Robert Davis. Our thoughts are with his wife Kathy and daughters Tamsin and Tara at this time. Wise, kind, … Continued
Calculus Capital has beaten off tough competition to become a finalist in three categories; Best EIS Investment Manager, Best VCT Investment Manager and Growth Investor of the Year at the fifth Growth Investor Awards. For five years, these awards have … Continued
