Mercia EIS Funds

WEBINAR: Compound interest in EIS funds – The case studies

25th June, 2021

The great Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”

Rapid EIS portfolio company growth can create value appreciation, and we target a 15% year-on-year, with the various tax reliefs enhancing returns further.

Valuation growth within an EIS portfolio will not be consistent, and realisation of the unquoted value is also a challenge, but Mercia has considerable experience in these areas.

The net cost of an EIS fund can be very low if all the EIS tax benefits are available (income, CGT deferral, loss relief).

In this webinar, Dr Paul Mattick will describe strategies to maximise portfolio growth, fully utilise the tax reliefs available, and provide guidance on the expected timing of cash flows.

There will also be a worked example of Mercia’s existing portfolio. As a sneak preview, if an investor put £25k (net) into our first ten EIS funds (£250k cost) from 2013 to 2018, the portfolio would be valued at £600k including tax reliefs, and there would have been £300k already returned*.

*Past performance is not a reliable indicator of future returns.

Visit Mercia’s EIS area

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