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 is neither endorsing nor providing any 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.

Kuber Technology TYE Strategy 2019/20
Kuber Generalist TYE Strategy 2019/20
Later Stage Strategy July 2019

Kuber Technology TYE Strategy 2019/20

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

Minimum allocation £20,000
Portfolios Allocation
Deepbridge Technology Growth  EIS 25%
Par EIS Fund 25%
Symvan Technology EIS Fund 25%
Velocity EIS Technology Fund 5 25%

Approximate Allocations

these are indicative only and may be subject to change

business enterprise and high growth IT based technology 23%
cyber security 23%
consumer products 19%
medial technology 15%
energy & resource innovation 8%
social media 6%
software 6%

Kuber Generalist TYE Strategy 2019/20

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

Minimum allocation £20,000
Portfolios Allocation
Deepbridge Life Sciences EIS 25%
Jenson EIS Fund 25%
Start-Up Series EIS Fund 25%
Vala EIS Portfolio 25%

Approximate Allocations

these are indicative only and may be subject to change

fintech & legal tech 14%
media & entertainment 14%
mobile & interactive games 10%
biotechnology 9%
consumer products 9%
food & beverages 9%
technology & engineering 9%
biopharmaceuticals 8%
medical technology 8%
education & e-learning 5%
services & infrastructure 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%