Compare EIS investments
Compare UK Enterprise Investment Scheme (EIS) funds and managed portfolios by minimum investment, investment strategy, diversification, target deployment period and fees. EIS investments are high risk, illiquid and designed for experienced investors.
Tax treatment depends on your circumstances and current legislation. Tax relief should not be the main reason for choosing an investment.
Higher risk
You could lose all the money you invest. EIS investments are generally shares in small, early-stage companies and there may be no easy way to sell them.
Before you compare
EIS is very different from an ISA, pension, mainstream investment fund or savings account.
You could lose some or all of your investment.
There is usually no ready market for EIS shares.
Investments may need to be held for many years.
Eligibility and tax benefits depend on your circumstances and current rules.
We do not rank by highest target return or tax relief.
Minimum investment
£20,000
Investment focus
Generalist
Target portfolio
10+ companies
Target deployment
2026/27 tax year
Structure
Managed EIS portfolio
Liquidity
Illiquid / no ready market
Next deadline
29 September 2026
Target return
2x target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£20,000
Investment focus
Technology
Target portfolio
5+ companies
Target deployment
12–15 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
29 September 2026
Target return
10x target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£20,000
Investment focus
Technology
Target portfolio
4+ companies
Target deployment
1–3 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
28 August 2026
Target return
3x target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£25,000
Investment focus
Technology
Target portfolio
Not stated
Target deployment
24 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Rolling / discretionary
Target return
2–3x target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£25,000
Investment focus
Technology
Target portfolio
Not stated
Target deployment
12–18 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
4 October 2026
Target return
Not specified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£25,000
Investment focus
Technology
Target portfolio
Not stated
Target deployment
12–18 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Rolling / discretionary
Target return
Not specified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£25,000
Investment focus
Technology
Target portfolio
Not stated
Target deployment
12 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Rolling / discretionary
Target return
15% IRR target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
£20,000
Investment focus
Climate / sustainability
Target portfolio
Not stated
Target deployment
12 months
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Rolling / discretionary
Target return
3x target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
Not stated
Investment focus
Generalist
Target portfolio
Not stated
Target deployment
Not verified
Structure
Managed EIS portfolio
Liquidity
Illiquid / no ready market
Next deadline
Open offer
Target return
Not verified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
Not stated
Investment focus
Generalist
Target portfolio
Not stated
Target deployment
Not verified
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Open offer
Target return
Not verified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
Not stated
Investment focus
Technology
Target portfolio
Not stated
Target deployment
Not verified
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Open offer
Target return
Not verified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
Not stated
Investment focus
Healthcare
Target portfolio
Not stated
Target deployment
Not verified
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Open offer
Target return
Not verified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Minimum investment
Not stated
Investment focus
Technology
Target portfolio
Not stated
Target deployment
Not verified
Structure
EIS fund
Liquidity
Illiquid / no ready market
Next deadline
Open offer
Target return
Not verified target
Target only — not guaranteed
EIS investments are high risk. Capital at risk. Shares are usually illiquid.
Archive
These records are not shown in the main comparison because the current offer status could not be confirmed as open.
Use these checks alongside the comparison table — not instead of reading the offer documents.
1
What kinds of businesses does the manager invest in?
2
How many underlying companies are targeted?
3
How long might your capital take to be invested?
4
Understand initial, annual and performance charges.
5
Consider team experience, investment history and previous exits/losses.
6
Understand that EIS investments may be difficult or impossible to sell early.
Tax treatment depends on your circumstances and current legislation. Relief is not automatic and may be withdrawn if qualifying conditions are not maintained. EIS tax relief can improve the tax outcome of a qualifying investment, but it cannot turn a poor company into a good investment.
Tax treatment depends on your individual circumstances and may change.
Tax relief calculator
Uses the current 2026/27 relief rate of 30% from our central EIS tax rules. Illustrative only — not advice.
Current relief rate: 30% · Standard annual subscription limit used in this illustration: £1,000,000 · A higher limit of £2,000,000 may apply where at least £1 million is invested in knowledge-intensive companies under current rules — not modelled here.
Illustrative result
Illustrative only. Actual relief depends on qualifying shares, investor eligibility, sufficient Income Tax liability, current legislation and continued compliance with EIS conditions. This calculator does not estimate investment returns, guaranteed profit or guaranteed loss relief.
Unlike a savings account or Cash ISA, the value of an EIS investment can fall substantially and you could lose your entire investment.
Tax benefits do not make an EIS investment low risk.
You could lose all of the money you invest.
There is usually no ready market for EIS shares.
Capital may take longer to invest than targeted.
Smaller portfolios can magnify company-specific losses.
Private company values can be uncertain between funding rounds.
Published targets are not guarantees.
Relief depends on circumstances and can change or be withdrawn.
Outcomes depend on the manager's process and decisions.
Step 1
Compare strategy, diversification, fees, deployment and offer status.
Step 2
Applications usually go through the manager or an authorised intermediary.
Step 3
Deployment timing is a target and may take months.
Step 4
Shares are typically illiquid and exits can take many years.
Step 5
Certificates and relief claims depend on qualifying conditions being met.
FAQs
Methodology
We do not rank by highest target return or tax relief. Commercial relationships do not secretly determine ranking.
Spotted an error? Email contact@witfinancegroup.com
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