A collaboration between Parkwalk and The University of Bristol Research and Enterprise Development Division

The University of Bristol Enterprise Funds invests in high-growth, IP-rich technologies founded at the University of Bristol. By investing in UBEF, you can benefit from tax reliefs under the Enterprise Investment Scheme (EIS) outlined below, subject to personal tax circumstances.

5 EIS tax reliefs available:

  • 30% Income tax relief, available in the year of investment or carried back to the previous year
  • Capital gains tax deferral – on gains made in prior three years or for one year following investment
  • IHT free – provided the investments are held for two years and are held at time of death
  • Tax free capital gains on the investments
  • Loss relief – option to claim losses against capital gains or income*

About the Fund

The University of Bristol Enterprise Funds were first launched in 2016. The Fund offers investors an opportunity to invest in companies founded on some of the most innovative research at the University of Bristol through an early-stage, tax-efficient vehicle. The Fund brings together the University of Bristol Research and Enterprise Development Division (RED), a leading transfer and commercialisation organisation, and Parkwalk, a leading technology EIS Fund Manager, to offer an early-stage, growth-targeted investment fund with the potential to maximise tax-free capital gains.

*Please note: Investments must be held for 3 years to achieve all 5 tax reliefs. Tax reliefs are dependent upon an investor’s circumstances. We strongly suggest that you seek specialist tax advice. Tax benefits above are as at March 2024. Loss relief reduces the impact of a loss but does not eliminate it entirely.

Bristol Enterprise Fund

Created in 2000, University of Bristol Research and Enterprise Division (RED) supports research development within the University of Bristol and the wider SME business community. The RED and SETsquared teams combined command a world leading reputation for supporting the commercial development of technology companies spinning out of the University utilising the University’s Intellectual Property (IP). The Fund, providing private investors opportunities to invest in early stage technology companies, enables additional finance to ensure that companies are properly resourced for the initial stages of commercial product development.

The Fund utilises the tax reliefs of the government’s EIS and SEIS schemes where applicable.

£25,000 Minimum Subscription.
Early-stage seed and follow-on investing.
Closed-end fund.

Do not invest unless you are prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

Parkwalk Testimonals

“The University of Bristol Enterprise Fund is an important new source of funding for our young companies and is an excellent way for Bristol alumni and friends to support the University. We look forward to spinning out further successes from the University and SETsquared Bristol.”

– Jaci Barnett, Senior Investment and Commercialisation Manager. University of Bristol

University of Bristol Enterprise Fund

View Key Information Document

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Risk Warning

The investments described in this website will place your capital at risk. Past performance may not be repeated and is not indicative of future results. Tax reliefs are dependent on investors’ individual circumstance and are subject to change. An investment in a fund managed by Parkwalk must be made only on the basis of the fund’s Information Memorandum and Key Information Document. Parkwalk does not provide investment or tax advice, and the information on this website should not be construed as such.

Parkwalk is the trading name of Parkwalk Advisors Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FRN: 502237). Parkwalk is registered in England & Wales (registration number 06925696) at 3 Pancras Square, King’s Cross N1C 4AG. Parkwalk is an IP Group plc company.