Invest

Our Second Share Offer is now Closed

Stockwood Community Benefit Society protects Rush Farm and its Stockwood Business Park – for ever. By owning the whole estate – farm and business park together – the Society is able to deliver its environmental and social objectives. We invite you to subscribe to our second share offer by investing in shares or loans below.

Our second share offer is now closed following its successful completion at the end of September 2016. Thank you to everyone for investing, and thank you to Ethex for your sterling supporting.

It is still possible to invest in Stockwood directly, please contact the office for more information.


 
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Ethex are managing our share offer.

Invest in Shares!

Invest in Loan Stock!

Share Offer
Closed

SITR Loan Stock
NOT AVAILABLE
SORRY, SOLD OUT

Interest at 5% Interest at 3%
No tax relief 30% SITR relief -> 9.9% IRR
Full voting member Not a member
Withdrawable – 180 days notice Fixed term – 6 years
Interest paid annually Interest paid half yearly
Minimum investment £100 Minimum investment £2,000

Invest in Shares!

Invest in Loan Stock!

If you would like to download the Share Offer document it is available here.

We have two different investment offers. The first is in our shares, that offer a 5% return and full membership of the Society. The second is in “loan stock” that is highly tax efficient, so that although the stock returns 3%, because the investment can be set against tax, for a tax payer the net value after tax is actually 9.9%. The government calls this special tax allowance “Social Investment Tax Relief” (SITR). You may buy both shares and loan stock.


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Ethex help investors to make positive investments simply and securely. Positive Investing means putting your money directly into businesses whose mission and impacts you support, and that also offer a financial return.