Cambridge Investments

read moreCambridge provides a portfolio management service that compliments the financial advice provided by financial advisers. To add depth in the management of the portfolios and delivery of our service, we look to draw on the expertise and valued insights from carefully selected partners. Cambridge provides a range of tailored investment management services that combine your investments into one low cost, fully diversified, risk-rated investment portfolio. So, whether you're seeking long term growth, regular income, or ethical investments, your portfolio will feature a blend of funds, working together to help achieve your investment goals.

read moreWe will work hard to make sure your investments work for you, through the combination of thorough research, due diligence and ongoing careful management. 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.

read moreThe Cambridge Managed Portfolio Service provides the clients of financial advisers access to our discretionary fund management service. We manage diversified, actively managed investment portfolios, built around investors' aims, risk profiles and investment style. With the Cambridge Managed Portfolio Service, there's no need for investors to track the market or make difficult investment decisions themselves. We do that for them, in close partnership with your financial adviser. We offer five portfolio ranges to suit all investment styles.

read moreCambridge Investments Limited is an established discretionary investment manager. Since the 1970's we have been managing clients' assets through multiple business cycles, experiencing a wide range of economic and market conditions over the years. Our aim is to bring quality discretionary portfolio management services to a wide range of investors. We work closely with financial advisers to understand their clients' needs, while keeping our investment management costs low - just 0.24% per year (inclusive of VAT if applicable).

read moreYou can see the investment risk categories we offer below ranging from defensive to global equity, all of which are given a specific risk rating which your Financial Adviser can discuss with you. You will also need to discuss your preferred investment strategy with your Financial Adviser. The funds you invest in can be actively managed with fund managers choosing from a wide array of investments, or passive 'tracker funds' that aim to reproduce the performance of a selected index. Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.

read moreAd Valorem Portfolio Strategies were created to offer clients the opportunity to invest in a series of discretionary managed portfolios that are designed to meet a wide range of client needs using a modern flexible and absolute return management philosophy with an emphasis on preserving and stabilising underlying capital in difficult investment conditions. This means in practice that in adverse investment conditions, investments such as deposit based instruments and short dated gilts will be held near or at maximum permitted levels within their asset allocation parameters; this should assist in stabilising capital in falling real asset investment markets.

read moreIt is the job of Cambridge to manage the money of private investors and we take that responsibility very seriously - with each and every investment decision we make on behalf of clients. This is why we follow a proven investment process that is rigorous and disciplined and is designed to capture the investment returns that are available worldwide to meet the goals of our investors within the risk boundaries they, with the help of their advisers, have determined to best suit their circumstances and investment objectives.

read moreSigh of relief As Joe Biden was inaugurated as the 46th president of the United States last Wednesday, a collective sigh of relief, at the return of civility, decency and a genuine interest in the wellbeing of all citizens, could be felt around the world. Fiscal turbo replaces lame duck Trump As we wrote last week, there is a broad consensus that this year will see a strong economic rebound as mass vaccinations finally put an end to the pandemic - even if we have to wait until the second half of the year to see it.