For more than 30 years, Oxford Technology has specialised in investing in start-up and early stage technology companies based near Oxford.
The OT(S)EIS Fund and OTEIS Fund are currently Open for Investment
Very detailed information on each of our investments can be found in our Quarterly Report:
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.
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. The investment period is shorter and the risks slightly lower than in OT(S)EIS.
Further details can be found in our latest quarterly report, downloadable above. The graph above 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
OT(S)EIS made its first investment is 2012, and by June 2018 had made 100 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
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 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 Half-yearly Reports
On 24 October 2018, all four Oxford Technology VCTs released Half-yearly Reports:
Please find the reports available below:Wednesday, 24th October, 2018
OT2 VCT - Recommended Proposals and Notice of General Meeting
The Board of Oxford Technology 2 Venture Capital Trust Plc today announces its intention, subject to Shareholders’ approval, to launch an offer for subscription of a new class of shares (the B Shares) and to appoint a third party, Chelverton Asset Management Limited (Chelverton) to manage this new share class. More information can be seen here.Monday, October 22, 2018
Latest Quarterly Report for OT(S)EIS released
The latest quarterly report with updates on all the investments and portfolio companies is available hereThursday, October 3, 2018
Dividend Declaration for OT4 VCT
On 2nd August 2018 Oxford Technology 4 VCT plc announced a dividend.
For more information, please consult the RNS using the following link:Thursday, August 2, 2018
The AGMs for all four Oxford Technology VCTs took place on the 12th of July 2018. All resolutions put forward at the AGMs were passed.
The proxy results were as follows:
For more information, please consult the RNSs using the following links:
Investee presentations can be found below:Thursday, July 12, 2018