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 TYE Strategy 2019/20
Later Stage Strategy July 2019

Kuber TYE Strategy 2019/20

The Kuber TYE Strategy 2019/20 aims to maximise the diversification of investment across different sectors and different growth style strategies.

Minimum allocation £30,000
Portfolios Allocation
Deepbridge Technology Growth EIS 16.67%
Jenson EIS Fund 16.67%
Start-Up Series EIS Fund 16.67%
Symvan Technology EIS Fund 16.67%
Vala EIS Portfolio 16.67%
Velocity EIS Technology Fund 16.67%

Approximate Allocations

these are indicative only and may be subject to change

Technology & engineering 22%
Cyber security 16%
Consumer products 15%
Media & entertainment 10%
Fintech & legal tech 9%
Food & beverages 7%
Medical technology 6%
Mobile & interactive games 6%
Energy & resource innovation 5%
Education & e-learning 4%

Later Stage Strategy July 2019

The Later stage 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%