Premier Portfolio

Premier Portfolio Service from Cambridge Investments Limited is designed for those who have accumulated wealth of £200,000 or more, either directly, within their pensions or through trusts. We pursue a clear aim on behalf of the investors in the Premier Portfolio Service – to preserve the value of monies entrusted into our care and actively pursue capital appreciation of those monies when the opportunities permit.

  • A focus on wealth preservation and capital appreciation

    We are active portfolio managers, who will move in and out of markets when we deem it appropriate.

  • The ability and willingness to hold significant levels of cash deposits or near defensive equivalents

    When investment sentiment is negative and we see limited opportunities for capital appreciation in the short-term, the service has the ability to adopt a significant defensive bias, to protect the values of the portfolios.

  • Access to some of the finest fund management expertise available in the UK

    We have no allegiance to any one investment house – our aim is to secure the best talent we can for our investors, whichever investment institution they work for. Cambridge Investments Limited closely monitors the investment performance of the fund investments we make on behalf of our investors.

  • A time-tested investment approach

    Cambridge Investment Limited has been offering its Premier Portfolio Service for over 30 years.

  • Accessible through a range of tax structures

    The Premier Portfolio Service can be accessed both as a private portfolio, incorporating the use of ISAs, investment bonds, unit trusts where appropriate, and also as a pension portfolio. Premier Portfolio may be applied to trust assets, charities or corporate funds.

  • Simplified administration of your investments

    Within the service, investors receive consolidated comprehensive statements illustrating the progress of their investments, as well as being able to monitor progress online.

  • Transparent charging structure

    Cambridge Investments Limited or your financial adviser will be pleased to provide you with details of the charging structure applicable to this service.

    • The Premier Portfolio Service is based on day to day discretionary management. Overall we recommend investors prudently view their portfolio as being a longer-term commitment, by which we mean in excess of five years.

    The value of your investment can fall as well as rise and you may not get back the original amount invested.