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 Apr 2019
Generalist Growth Strategy May 2019
Generalist Technology Strategy May 2019
Specialist Technology Strategy May 2019
Media/Leisure Specialist Strategy Apr 2019

Diversified Growth Strategy Apr 2019

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

Minimum allocation £35,000
Portfolios Allocation
ACDC 15%
Atlantic Screen Media EIS 14%
Deepbridge Technology 14%
Start-Up Series Fund 14%
Symvan EIS 15%
Vala EIS Portfolio 14%
Velocity Technology Fund 14%

Approximate Allocations

these are indicative only and may be subject to change

Generalist 43%
Technology 43%
Media / Entertainment 14%

Generalist Growth Strategy May 2019

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

Minimum allocation £20,000
Portfolios Allocation
ACDC 25%
Start Up Funding Club 25%
Start-Up Series Fund 25%
Vala EIS Portfolio 25%

Approximate Allocations

these are indicative only and may be subject to change

General Enterprise 25%
Consumer brands/products 25%
Lifestyle 25%
Engineering 15%
Fin Tech 5%
Food & Beverages 5%

Generalist Technology Strategy May 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 £20,000
Portfolios Allocation
Deepbridge Technology EIS 25%
Par Syndicate EIS 25%
Symvan Technology EIS Fund 25%
Velocity Technology EIS Fund 25%

Approximate Allocations

these are indicative only and may be subject to change

B2B tech 25%
Cyber security 25%
Telecoms 25%
Consumer 25%

Specialist Technology Strategy May 2019

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

Minimum allocation £25,000
Portfolios Allocation
Boundary Capital AngelPlus 20%
Committed Capital 20%
Deepbridge Life Sciences EIS 20%
EMVC Evergreen EIS 20%
Newable 20%

Approximate Allocations

these are indicative only and may be subject to change

Life sciences 25%
Artificial Intelligence 20%
Industrial hi tech 15%
Robotics 15%
Med Tech 10%
Ed tech 5%
Space 5%
Virtual reality 5%

Media/Leisure Specialist Strategy Apr 2019

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
Portfolios Allocation
Atlantic Screen Media EIS 33%
Station 12 Media Knowledge EIS 33%
Imbiba Leisure EIS 34%

Approximate Allocations

these are indicative only and may be subject to change

Media/Entertainment 67%
Leisure 33%