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Cambridge Managed Portfolio Service

Our Investment Strategies

BY WORKING WITH FINANCIAL ADVISERS WE HAVE CREATED STRATEGIES AND PORTFOLIOS THAT ARE CAPABLE OF MEETING THE INVESTMENT REQUIREMENTS FOR PRACTICALLY ALL INVESTORS.

Cambridge Tracker

Our lowest cost option for investors who value market efficiency over stock picking. The Tracker investment strategy mainly invests in passively managed funds (trackers).

Cambridge Ethical

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.

Cambridge Income

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.

Cambridge Blended

The Blended portfolio range of strategies embrace both actively managed and passively managed funds in their compositions. The passively managed funds provide the portfolio with the backbone of broad market coverage, using low-cost tracker funds. These low-cost passive funds are complemented by a selection of actively managed global funds. These global funds seek to add value for investors, over the medium to longer-term, through focusing on a range of different investment styles. Being Global funds, they enjoy a wide potential universe of investment opportunities to select from.

The value of investments and income from them can fluctuate and investors may get back less than the amount invested.

About

Registered in England and Wales No: 1370458. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY

Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 114762 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

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

www.financial-ombudsman.org.uk

Contact

Address

Nine Hills Road, Cambridge, CB2 1GE

Telephone

01223 365 656

 Email

enquiries@cambridgeinvestments.co.uk

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

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