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All-Star EIS Fund

The All-Star Fund EIS selects the best performers from SFC Capital's portfolio to re-invest with.

Alongside the growth potential of these companies, investors can save up to 30% on income and capital gains tax thanks to EIS.

Tax benefits are subject to individual circumstances. Subject to changes.

SFC All-Star Fund EIS

The All-Star Fund EIS selects the best performers from our portfolio to re-invest with.

Alongside the growth potential of these companies, investors can save up to 30% on income and capital gains tax thanks to EIS.

  • Fund name: SFC All-Star Fund EIS
  • Fund structure: EIS fund
  • Target return: 3x
  • Target Deployment: 5th April 2025
  • Sector focus: Deep Tech, B2B Software, Consumer
  • Portfolio size: ca. 10 companies
  • Minimum investment: £10,000
  • Closing date: 31st December 2024
  • 30% income tax relief
  • 0% capital gains tax when realising EIS shares
  • 1 year carry-back allowance on tax relief
  • Allows you to defer capital gains
  • 100% Inheritance Tax Relief on EIS shares
  • Loss relief protection at your marginal rate

Tax benefits are subject to individual circumstances. Subject to changes.

  • Investment in the Fund is made entirely at the investor’s own risk and professional advice should be sought in case of doubt.
  • Investment in early-stage companies involves risks such as illiquidity, lack of dividends, loss of investment and dilution.
  • Investment in SEIS/EIS funds should be considered as part of a diversified portfolio.
  • The availability of tax relief depends on individual circumstances and may change in the future.
  • The availability of tax relief depends on the company invested in maintaining its SEIS/EIS qualifying status.
  • Past performance is not necessarily a guide to future performance and the value of an investment may go down as well as up.
  • Investors may not get back the full amount invested.
  • There is no assurance that the investment objectives of any investment product will be achieved or that the strategies and methods described herein will be successful.

Why SFC?

We are dedicated to supporting the growth and success of UK's startups. Working with leading universities, spin-out organisations, accelerators, incubators and angel investors to back The UK's most exciting new innovations.
Partnerships with the likes of Innovate UK and the British Business Bank put SFC at the centre of early stage innovation. By working closely with these institutions, we are able to provide resources and support to help bring these innovations to market.

Existing Investor

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New Investor

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Existing Investor

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New Investor

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  • £150m+ under management
  • 11 Exits to date
  • More than 400 investments to date
  • SEIS Investment Manager of the Year Award (2020, 2021, 2022, 2023, 2024)
  • EISA Impact Award
  • Most Active Investor in the Regions (UKBAA)

These figures show the current valuation growth for our annual EIS Fund cohorts. Each fund typically matures over 7-8 years, so expect these numbers to rise as exits increase towards that point.

  • 2017/18: 2.4x TVPI
  • 2018/19: 1.7x TVPI
  • 2019/20: 3.1x TVPI
  • 2020/21: 2.6x TVPI
  • 2021/22: 1.7x TVPI
  • 2022/23: 1.5x TVPI
  • 2023/24: 1.4x TVPI

* Updated July 2024
**TVPI (Total value to paid-in capital) = (Current total value of the SFC portfolio, inclusive of tax relief) / Investment Cost
*** Based on our internal data

Total Value is based on the combination of realised and unrealised value. Investments are illiquid until any of the underlying Investee Companies are sold or float on a stock market. Past Performance is not a reliable indicator of future performance.

  • Re-investing in our best performers from the portfolio
  • Working with the UK’s best universities and spin-out groups, accelerators, incubators and angel investors, as well as organisations such as Innovate UK and the British Business Bank, to put SFC at the centre of early-stage innovation.
  • Highly diversified portfolios in high-growth sectors across innovation and technology, including Life Science, Med Tech, Clean Tech, Fin Tech, B2B Software, Consumer Tech, and more.
  • All-in-one Online Investor Portal to monitor the performance of your investments and organise your documents
  • Tailored bi-annual reporting on the progress of your portfolio

Hear from Our Team

Our Chief Investment Officer, Joseph Zipfel, recently sat down with Wealth Club’s Alex Davies to discuss SFC Capital’s SEIS and EIS funds. Watch the full interview to hear what the SFC team has been up to this year – from our recent investments to our exits – and learn more about our investment criteria and strategy.

Tax benefits are subject to individual circumstances. Subject to changes.

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DISCLAIMER:
SFC Capital Ltd (SFC) is an appointed representative of SFC Capital Partners Ltd which is authorised and regulated by the Financial Conduct Authority (‘FCA’) in the United Kingdom (FRN 736284). This website is intended for professional investors only; any reproduction of this information, in whole, or part, is prohibited. The content is for information purposes only and should not be used or considered as an offer or solicitation to purchase or sell any securities.

Investment in early-stage companies involves risks such as illiquidity, lack of dividends, loss of investment and dilution. Investment in SEIS/EIS eligible companies should be considered as part of a diversified portfolio. The availability of tax relief depends on individual circumstances and may change in the future. The availability of tax relief depends on the company invested in maintaining its SEIS/EIS qualifying status. There is no assurance that the investment objectives of any investment opportunity will be achieved or that the strategies and methods described herein will be successful. The investment products cited herein may place capital at risk and therefore investors may not get back the full amount invested. Past performance is not necessarily a guide to future performance and the value of an investment may go down as well as up. Investors may not get back the full amount invested. Companies’ pitches for investment are not offers to the public and investments can only be made by members of SFC Capital. SFC Capital takes no responsibility for this information or for any recommendations or opinions made by the companies. Neither SFC Capital nor any of its employees provide any financial or tax advice in relation to the investments and investors are recommended to seek independent financial and tax advice before committing. This website is not directed at or intended for publication or distribution to any person (natural or legal) in any jurisdiction where doing so would result in contravention of any applicable laws or regulations. No warranties or representations of any kind are expressed or implied herein. This material is confidential and is the property of SFC Capital.

© SFC Capital - 2024