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 £40,000
Number of Investee Companies per strategy 34
Portfolios Allocation
ACDC 11%
Atlantic Screen Media EIS 11%
British Design EIS Fund 3 11%
CHF Media EIS 11%
Imbiba Leisure EIS 11%
Mariana Growth EIS Fund 11%
Startup Funding Club EIS Growth Fund 11%
Start-Up Series Fund 11%
Vala EIS Portfolio 12%

Approximate Allocations

Generalist 56%
Product design & Manufacturing 11%
Animation (TV/Film) 11%
Leisure (Food & Drink) 11%
Film Scores (Music) 6%
Comics 5%

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 28
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 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 £40,000
Number of Investee Companies per strategy 46
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 Consumer 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 £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%