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Category: News

A year in the life of Calculus – 2019

Important note: Past performance is not indicative of future performance. Tax benefits depend on the individual circumstances of each investor and may be subject to change in the future. 03.01.20 It was the year of Brexit (again), another bruising general election, and trauma in the retail fund industry with the demise of Woodford and the … Continued

Oxford BioTherapeutics Initiates U.S. Phase I Clinical Trial

Oxford BioTherapeutics Ltd. (“OBT”), a clinical stage oncology company developing antibody-based immuno-oncology therapies, has announced the initiation of the dose-escalation portion of its U.S. Phase I program for OBT076, a CD205 targeting antibody-drug conjugate (ADC), in patients with advanced solid tumours. Dose-escalation is the first part of the Phase I program that includes two U.S. … Continued

Calculus begins the year with a successful exit for Once Upon a Time

Past performance is not indicative of future performance. Tax benefits depend on the individual circumstances of each investor and may be subject to change in the future. Calculus Capital has sold their investment in London-based marketing agency Once Upon a Time (OUAT) in a deal which delivered a 1.8x share price return on investment not … Continued

Calculus Capital – Finalist for Best EIS Fund Manager at EISA Awards

Calculus Capital are delighted to shortlisted for “Best EIS Fund Manager” at the EISA awards. “The EIS Association Awards denote excellence in a number of EIS/SEIS fields. The Awards will be presented at our Chairman’s Reception at the House of Lords on Tuesday 6th February 2018 to those individuals and companies in the EIS and … Continued

Avvio’s Frank Reeves discusses the impact of AI

Avvio Co-founder and CEO, Frank Reeves discusses the impact of AI on improving hotel booking rates on the travel technology show. Avvio recently launched Allora, the worlds first booking platform powered by artificial intelligence.

Alexander Crawford joins Calculus Capital

Award winning private equity fund manager Calculus Capital strengthens investment team with senior hire Calculus Capital, the private equity firm and pioneer of Enterprise Investment Scheme (‘EIS’) funds, is pleased to announce the appointment of Alexander Crawford as Investment Director. Alexander has over 20 years’ corporate finance experience, including ten years with Robert Fleming & … Continued

Calculus investment team win at FT Triathlon

Calculus was proud to support the FT Triathlon, run by our portfolio company Human Race. Well done to Roshan Puri and Claire Cherry who represented Calculus at the event. A special congratulations to our investment analyst Claire who stormed to win the women’s sprint triathlon in an impressive time of 1:27:56 for a 750m swim, … Continued

Robert Davis joins Calculus Capital

Calculus Capital, the specialist in creating and managing private equity funds for individuals, is pleased to announce the appointment of Robert Davis as Investment Director. Robert joins from Avendus Capital, where he has spent the last three years as a Managing Director and Head of European Business. A graduate from St John’s College, Cambridge, Robert … Continued

Calculus sponsors FT Triathlon – Human Race

We are proud to announce that we are sponsoring the FT Triathlon run by Human Race, which takes place on Saturday 13th September at Dorney Lake, Windsor. The Financial Times Triathlon is in support of Impetus – The Private Equity Foundation. Calculus are entering a team and will be sponsoring the goody bags given out … Continued

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited is not able to give advice to prospective investors about the suitability of the investments. Prospective investors are recommended to seek specialist tax and financial advice before investing in the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, your capital is at risk. The value of shares and income from them may go down as well as up and despite the tax relief you may not recover the amount originally invested. An investment in smaller and unquoted companies carries a higher risk than many other forms of investment. Shares in unquoted companies are not readily marketable. You should not invest in an EIS or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT investment is only appropriate for investors with a medium to long term investment horizon; the timing and extent of realisation cannot be predicted and may extend beyond five years. It is not possible to allow a partial withdrawal of your investment. You may request a total withdrawal, but since many investments made will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT would lead to repayment of any tax reliefs received.

The tax benefits available depend upon your individual circumstances and these benefits may change dependent upon future legislation.

I have read and understood this important information

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited is not able to give advice to prospective investors about the suitability of the investments. Prospective investors are recommended to seek specialist tax and financial advice before investing in the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, your capital is at risk. The value of shares and income from them may go down as well as up and despite the tax relief you may not recover the amount originally invested. An investment in smaller and unquoted companies carries a higher risk than many other forms of investment. Shares in unquoted companies are not readily marketable. You should not invest in an EIS or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT investment is only appropriate for investors with a medium to long term investment horizon; the timing and extent of realisation cannot be predicted and may extend beyond five years. It is not possible to allow a partial withdrawal of your investment. You may request a total withdrawal, but since many investments made will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT would lead to repayment of any tax reliefs received.

The tax benefits available depend upon your individual circumstances and these benefits may change dependent upon future legislation.

I have read and understood this important information