Kuber Investment Strategies

The Kuber Investment Strategies are groups of portfolios or funds with similar charactaristics. The strategies are constructed from information provided by the fund or portfolio managers and are designed to facilitate diversification. Kuber Ventures is neither endorsing nor providing and advice relating to the application of these strategies.

Please note that fund choices available through Kuber change from time to time and you should ensure you are working with the most up to date version of this document by checking the document library.

Diversified Growth Strategy July 2019
Generalist Growth Strategy July 2019
Technology Growth Strategy July 2019
Later Stage Strategy July 2019

Diversified Growth Strategy July 2019

The Diversified growth strategy aims to maximise the diversification of investments across a variety of different sectors and growth style strategies.

Minimum allocation £50,000
Portfolios Allocation
Blackfinch Ventures EIS 20%
Deepbridge Technology 20%
Start Up Series Fund 20%
Station 12 20%
Vala EIS Portfolio 20%

Approximate Allocations

these are indicative only and may be subject to change

Generalist 20%
Technology 40%
Consumer brands/products 20%
Media / Entertainment 20%

Generalist Growth Strategy July 2019

The Generalist growth strategy aims to maximise thediversification of investments across generalist growth style strategies.

Minimum allocation £30,000
Portfolios Allocation
Amersham Growth Fund EIS 16%
Atlantic Screen Media 16%
Great Point Ventures EIS 17%
Station 12 17%
Vala EIS Portfolio 17%
Velocity Technology EIS 17%

Approximate Allocations

these are indicative only and may be subject to change

Media 33%
Lifestyle 18%
Technology 17%
Consumer products 16%
Entertainment 16%

Technology Growth Strategy July 2019

The Generalist technology growth strategy aims to maximise the diversification of investments across the Tech style growth strategies investing in technology companies.

Minimum allocation £35,000
Portfolios Allocation
Committed Capital 14%
Deepbridge Life Sciences EIS 14%
Deepbridge Technology EIS 14%
EMVC Evergreen EIS 14%
Par EIS Fund 14%
Symvan Technology EIS Fund 15%
Velocity Technology EIS Fund 15%

Approximate Allocations

these are indicative only and may be subject to change

Consumer products 15%
Telecoms 15%
Life Sciences 14%
B2B technology 14%
Industrial high-tech 12%
Cyber security 10%
Education technology 10%
Electronics 5%
Robotics 5%

Later Stage Strategy July 2019

The Specialist technology strategy aims to maximise the diversification of investments across the specialist growth strategies investing in technology companies.

Minimum allocation £20,000
Portfolios Allocation
Committed Capital 25%
Deepbridge Technology EIS 25%
EMVC Evergreen EIS 25%
SideBySide Later Stage EIS 25%

Approximate Allocations

these are indicative only and may be subject to change

B2B technology 45%
Industrial hi tech 25%
Education technology 15%
Lifestyle 15%