Cambridge Managed Portfolio Service
Our Investment Strategies
BY WORKING WITH OUR FINANCIAL ADVISER COLLEAGUES WE HAVE CREATED STRATEGIES AND PORTFOLIOS THAT ARE CAPABLE OF MEETING THE INVESTMENT REQUIREMENTS FOR PRACTICALLY ALL INVESTORS.
Designed for investors who value active stock picking. Actively managed investment funds concentrate on discriminately picking securities which are deemed to offer better return opportunities than others.
Our lowest cost option for investors who value market efficiency over stock picking. The Tracker investment strategy mainly invests in passively managed funds (trackers).
Designed for cost-conscious investors favouring both active and passive investment, but not ready to depend fully on one or the other.
Our route to sustainable, socially responsible investment, without compromising on quality. Actively managed and diversified, our Ethical Portfolio is based on strict environmental, social, governance (ESG) and ethical principles.
Aiming to generate a consistent source of growing income for each risk level, while growing the money originally invested in line with the rate of UK inflation, or higher. When it comes to investment, one size does not fit all.
The value of investments and income from them can fluctuate and investors may get back less than the amount invested.
Registered in England and Wales No: 1370458. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656