Welcome to Oxford Technology
The OT(S)EIS Fund and OTEIS Fund - Currently Open for Investment
OT(S)EIS - The Start-up Fund makes SEIS investments in high risk/high reward technology start-ups in year 1, and then makes follow-on EIS investments in those of the earlier SEIS investments which are showing promise in years 2 & 3. So investors end up with a portfolio of SEIS and EIS investments after 3 years. Launched in 2012.
OTEIS - The Development Fund makes EIS investments often alongside an EIS investment from OT(S)EIS and aims to invest any sum invested within one year. So the investment period is shorter and the risks slightly lower than in OT(S)EIS.
Further details can be found in our lastest quarterly report, downloadable above. The figure refers to the total investments made within the fund and does not include undeployed capital. Fair value is based on the latest share price but does not represent exits nor realised returns for investors. It should be noted that past performance is not a reliable indicator of future results.
For more information, call us now on 01865 784466.
"I have been thoroughly impressed with the portfolio of investments you have created for me. As well as showing some extremely positive early successes, these investments are also well distributed and in technologies that I would not normally be able to access." - Current Investor in OT(S)EIS
For more than 30 years, Oxford Technology has specialised in investing in start-up and early stage technology companies based near Oxford. Investments in start-up technology companies are notoriously among the highest risk forms of investment. There are so many things which can and do go wrong. But the SEIS scheme greatly reduces the losses on any failures. And the other side of the high risk coin is that the capital gains when things go well can be substantial. And under the SEIS and EIS schemes all such gains are free of tax.
OT(S)EIS made its first investment is 2012, and by Feb 2017 had made 26 investments. So far there have been two failures (there will surely be more) but because of the very generous tax reliefs, the losses on these are only £33,000. Three companies have gone well (there will surely be more) and the gains of these (so far only on paper) are more than £3m. So one can begin to see the effect of the generous tax reliefs on the results
OT(S)EIS remains open for investment at any time. Investors in the fund get a portfolio of SEIS and EIS investments after three years.
Information on this fund, and how to apply, can be found here: OT(S)EIS Information
Oxford Technology also continues to manage four of its previous funds, the Oxford Technology Venture Capital Trusts. These are now fully invested, but information on these funds can be found here: Venture Capital Trusts
VCT Annual Report and Accounts
The Annual Report and Accounts for OT1, OT2, OT3 and OT4 to 28th Feb 2018 are now available to downloadThursday, May 3, 2018
Notification of Major Interest in Shares
A Notification of Major Interest in Shares was issued for OT2. To read the RNS, please follow this link:Wednesday, May 2, 2018
Oxford Technology VCTs - Total Voting Rights and Capital
The Oxford Technology VCTs have released a RNS on 17 April 2018 in relation to Total Voting Rights and Capital.
For more information, please consult the RNSs using the following links:Tuesday, April 17, 2018
Oxford Technology office in China
Oxford Technology has opened an office in Shanghai. Chenjie, who worked for OTM in Oxford, is currently helping various Oxford Technology investees to get their technologies adopted in China, and raising capital from Chinese investors.
For more information, please click hereThursday, March 29, 2018
Oxford Technology VCTs - Quarterly Updates
The Oxford Technology VCTs have released their quarterly updates for the quarter ending 30 November 2017.
For more information, please consult the RNSs using the following links:Tuesday, December 19, 2017