Manager Rebates and Reductions

Kuber Special Arrangements

Where possible, Kuber has negotiated a special discount for your clients – see below for more information:

Rebate – when the Fund Manager has agreed to rebate 1% back to the client which gives 101% allocation. A rebate can only be applied to Fund Managers who offer 100% allocation.

Reduction – when the Fund Manager reduces the portfolio fee by e.g. 1% (portfolio charge) – example: the Fund Manager has an initial fee of 2%, for Kuber investors this fee is reduced to a portfolio fee of 1%.

Manager Rebates and Reductions

Investment FundRebateReduction
EIS
Amersham Growth EIS Fund
1.00%
n/a
Atlantic Screen Media EIS Fund
1.00%
n/a
Blackfinch Ventures EIS Portfolios
n/a
n/a
Committed Capital Growth EIS Fund
n/a
1.20%
Deepbridge Life Sciences EIS Fund
1.00%
n/a
Deepbridge Technology Growth EIS Fund1.00%
n/a
EMVC Evergreen EIS Fund
n/a
0.936%
Great Point Ventures EIS Fund
n/a
1.00%
Guinness EIS Fund
n/a
n/a
Jenson EIS Fund
1.00%
n/a
Newable EIS Scale Up 3 Fund
n/a
0.50%
Par EIS Fund
n/a
1.00%
SideBySide Later Stage EIS Fund
1.00%
n/a
Start-Up Series EIS Fund
1.00%
n/a
Station 12 SEK EIS Fund
n/a
0.25%
Symvan Technology EIS Fund
1.00%
n/a
Vala EIS Portfolio
n/a
n/a
Velocity Technology EIS Fund1.00%
n/a
SEIS
Amersham Growth Fund SEIS Fund
1.00%
n/a
British Robotics Sidecar Fund
2.00%
n/a
Deepbridge Innovation SEIS Fund
1.00%n/a
Deepbridge Life Sciences SEIS Fund
1.00%n/a
Start-Up Series SEIS Fund
1.00%n/a
Station 12 SEK SEIS Fund
n/a0.25%
Velocity SEIS Technology Fund 40.50%
n/a
BR
Blackfinch Adapt IHT Portfolios
n/a
1.00%
Deepbridge IHT Service
1.50%
n/a
Great Point Estate Planning
n/a
1.00%
Guinness Sustainable Inheritance Planning
n/a
n/a