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
Medium Growth Strategy
Long Term Growth Strategy
Technology Growth Strategy
Media/Leisure Specialist Strategy

Diversified Growth Strategy

The generalist strategy aims to maximise the diversification of investments across the growth style strategies.

Minimum allocation £30,000
Number of Investee Companies per strategy 23
Portfolios Allocation
ACDC 16%
Atlantic Screen Media EIS 17%
CHF Media EIS 17%
Imbiba Leisure EIS 16%
Startup Funding Club EIS Growth Fund 17%
Start-Up Series Fund 17%

Approximate Allocations

Generalist 50%
Animation (TV/Film) 17%
Leisure (Food & Drink) 16%
Film Scores (Music) 10%
Comics 7%

Medium Growth Strategy

The Medium growth strategy (ex media) aims to maximise the diversification of investments across the different growth style strategies in generalist and technology sectors.

Minimum allocation £20,000
Number of Investee Companies per strategy 22
Portfolios Allocation
Centaur EIS 25%
Deepbridge Technology 25%
Jenson EIS 25%
Par Syndicate EIS 25%

Approximate Allocations

Generalist 25%
Technology 75%

Long Term Growth Strategy

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

Minimum allocation £20,000
Number of Investee Companies per strategy 29
Portfolios Allocation
Boundary Capital AngelPlus 25%
Deepbridge Life Sciences EIS 25%
Symvan Technology EIS Fund 25%
Velocity Consumer Technology EIS Fund 25%

Approximate Allocations

Technology 50%
Consumer Technology 25%
Healthcare Innovation 25%

Technology Growth Strategy

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

Minimum allocation £35,000
Number of Investee Companies per strategy 46
Portfolios Allocation
Boundary Capital AngelPlus 14%
Centaur EIS 15%
Deepbridge Technology EIS 14%
Deepbridge Life Sciences EIS 14%
Par Syndicate EIS 15%
Symvan Technology EIS Fund 14%
Velocity Consumer Technology EIS Fund 14%

Approximate Allocations

High Growth Tech 46%
Healthcare Innovation 20%
Consumer Tech 17%
Innovative Tech 17%

Media/Leisure Specialist Strategy

The Media/Leisure specialist strategy aims to maximise the diversification of investments across the different growth style strategies available through media and leisure opportunities.

Minimum allocation £20,000
Number of Investee Companies per strategy 7
Portfolios Allocation
Atlantic Screen Media EIS 33%
CHF Media EIS 33%
Imbiba Leisure EIS 34%

Approximate Allocations

Leisure (Food & Drink) 50%
Animation (TV/Film) 25%
Comics 13%
Film Scores (Music) 12%