Mercia EIS Funds

Latest EIS reviews now published

10th June, 2020

The latest reviews for Allebridge and Martin Churchill’s Tax Efficient Review have been published for Mercia‘s EIS Funds.

 Score 86/100 | Quote from Allenbridge EIS Review December 2019

The Manager distinguishes itself from others in several ways: a UK-wide geographic presence, primarily focused on the Midlands, Northern England, and Scotland; a “Complete Capital Solution”, whereby investments made by the Manager can potentially benefit from the PLC providing later-stage follow-on funding; and an online “Investor Centre” portal which provides individuals with a useful range of downloadable fund-related information and documentation”.

CTA Investment review

Score 87/100 | Quote from Tax Efficient Review issue 395 May 2020 


“Over the years, Mercia has developed a number of government-backed regional funds such as the Rising Stars Growth Fund and the Coalfields

Growth fund, which, when taken together, give Mercia a large regional presence. They also give Mercia a large amount of additional deal flow and co-investment opportunities as well. The real change for Mercia, however, was the acquisition of the Northern VCTs in late 2019. This has given Mercia a seat at the largest VCT managers table, and allows for a demonstrable route of
follow-on funding from successful companies arising out of the Mercia EIS Fund and their regional early-stage funds”.

CTA Investment review

Mercia EIS Funds:

•Mercia group has c.£300m and over £5m EIS to invest
•Diverse portfolios reduce single company risk
•Already focused on sectors which are doing well
•Valuations are becoming keener, especially in the regions
•We continue to invest in portfolio companies and some new deals
•Failures are expected within our strategy, and so are big returns
•Investing well at the bottom of the cycle can increase returns
•Fully digital EIS application process.

Find out more about Mercia EIS Funds and the investment team

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