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
Tax Year End SEIS Strategy

Diversified Growth Strategy

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

Minimum allocation £45,000
Number of Investee Companies per strategy 39
Portfolios Allocation
ACDC 11%
Atlantic Screen Media EIS 12%
British Design EIS Fund 3 11%
Deepbridge Technology 11%
Mariana Growth EIS Fund 11%
Start-Up Series Fund 11%
Symvan EIS 11%
Vala EIS Portfolio 11%
Velocity 11%

Approximate Allocations

Generalist 44%
Technology 33%
Product design & Manufacturing 11%
Film Scores (Music) 6%
Comics 6%

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 £35,000
Number of Investee Companies per strategy 42
Portfolios Allocation
Centaur EIS 15%
Deepbridge Technology 14%
EMVC Evergreen EIS 14%
Jenson EIS 14%
Mariana Growth EIS Fund 14%
Par Syndicate EIS 15%
Vala EIS Portfolio 14%

Approximate Allocations

Technology 60%
Generalist 40%

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 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 £40,000
Number of Investee Companies per strategy 53
Portfolios Allocation
Boundary Capital AngelPlus 12%
Centaur EIS 12%
Deepbridge Technology EIS 12%
Deepbridge Life Sciences EIS 12%
EMVC Evergreen EIS 13%
Par Syndicate EIS 13%
Symvan Technology EIS Fund 13%
Velocity Technology EIS Fund 13%

Approximate Allocations

High Growth Tech 50%
Healthcare Innovation 20%
Innovative Tech 17%
Consumer Tech 13%

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 £15,000
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%

Tax Year End SEIS Strategy

The Tax Year End SEIS strategy aims to maximise the diversification of investments across strategies which will deploy in the 2018/19 tax year.

Minimum allocation £25,000
Number of Investee Companies per strategy tbc
Portfolios Allocation
Amersham SEIS Fund 20%
British Design Fund SEIS 20%
Jenson SEIS 20%
Start Up Series 20%
Velocity SEIS 20%

Approximate Allocations

Generalist 60%
Technology 20%
Product design & Manufacturing 20%