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.

Cambridge Managed

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.

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 Core

Designed for cost-conscious investors favouring both active and passive investment, but not ready to depend fully on one or the other.

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.

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: Paradigm House,
Brooke Court, Wilmslow, Cheshire, SK9 3ND.

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

www.financial-ombudsman.org.uk

Contact

Address

CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD

Telephone

01223 365 656

Email

enquiries@cambridgeinvestments.co.uk