- Portfolio
Structured Investment Products — Our Portfolio
Univere offers introductory services to a curated range of structured investment products across renewable energy, healthcare, film finance and alternative asset categories. These products are suitable for certified and self-certified investors seeking to diversify beyond listed markets.
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Sector Ventures
At Univere Investment Solutions, sector ventures bring together real-asset categories. Each category is served by structured investment products, designed and issued by trusted third parties.
Our current categories include:
Renewable energy: Solar and battery energy storage projects, with flagship projects based in Portugal
Healthcare: Ventures linked to underlying medical industry assets
Film finance: Structures linked to production and distribution rights within the entertainment space
Alternative assets: Innovation, land, structured credit, critical infrastructure and national resilience technology
Diversifying across these categories is one approach eligible investors use to manage exposure within an alternative investment portfolio. Alongside more traditional investments such as listed stocks and commodities, this can help reduce reliance on any single asset class.
Our review process includes analysis of each project’s economics, designed to support informed decision-making for clients. Important considerations include:
Jurisdiction
Revenue contracts
Credit risk
Liquidity
Whether a structure aims to generate income or capital growth over its term
Capital & Structuring
The products we introduce are designed and structured by trusted third parties who typically work alongside investment banks and specialist issuers. Univere’s role is limited to introducing these structures to eligible investors.
We distribute two types of instruments:
Bonds: Fixed-term instruments with a defined repayment framework, where returns are linked to project performance rather than a specific asset claim
Secured loan notes: Structured notes giving investors a direct claim secured against the underlying project asset, where applicable, and issued as certificates
This security relates to the product’s underlying asset. It doesn’t guarantee the return on investment (ROI); no capital protection applies, and investors can lose money (including their entire principal).
Before we introduce instruments to our network, structures are priced and assessed based on:
Interest rates
Credit risk
The issuer’s standing, including the financial health of the issuing bank
Our structures are relatively straightforward in construction, but complex pricing can still apply. Investors must understand the true cost of structured products and accept the risks involved before committing any capital.
Day-to-day management of the underlying project remains with the appointed third-party fund manager. This supports transparency around how structures perform and how any payments to investors are calculated.
Innovation & Commercialization
Innovation and commercialization cover Univere’s access to early-stage technology and research-intensive businesses. This includes artificial intelligence (AI) infrastructure, quantum computing and other frontier categories moving from research toward commercial scale.
Each product carries its own risk-reward profile, shaped by the performance of underlying assets and the agreed-upon terms, including unpredictable factors that can affect early-stage ventures. Investors reviewing a structured product should assess the possibility of loss alongside any potential for return, as set out in the offering materials.
The table below sets out the typical underlyings of the main sectors within our portfolio of bonds and secured loan notes.
Sector | Underlying asset |
Renewable energy | Solar and battery energy storage infrastructure |
Healthcare | Ventures such as direct-to-consumer models and AI-driven businesses that improve clinical workflows, automation and diagnostic accuracy |
Film | Distribution rights, licensing revenue, tax incentives, ancillary and intellectual property (IP) rights (merchandising, soundtracks, etc.) |
Alternative sectors | Innovation, land, structured credit and critical infrastructure |
FAQs About Our Structured Investment Products Portfolio
Below, we answer the questions eligible investors often raise about our bond and secured loan note offerings.
01
How do structured investment products compare with traditional asset classes?
Univere’s structured investment products differ from direct investments in listed securities such as indices and exchange-traded funds (ETFs). Rather than tracking a broad market or index, each product we introduce is linked to a specific underlying asset. This can change the risk-reward profile relative to conventional securities.
02
How does a structured investment product fit within an investment strategy?
A structured investment product can add diversification to a broader investment strategy focused on traditional investments. Because returns are tied to project-specific factors, correlation with a conventional portfolio may be lower.
Whether this fits an individual investor’s specific investment objectives depends on their goals, risk tolerance and tax circumstances. Investors may need to pay income taxes on any income they receive, so a tax professional should be consulted before committing any capital.
03
How does market volatility affect a structured investment product?
Where capital is secured against a tangible project, market volatility doesn’t directly determine performance. Market risk still applies, though project-specific factors such as construction timelines and regulatory conditions are typically more relevant, and investors can lose their entire principal.
04
How does a structured investment product differ from fixed-income securities?
Below are the key differences between our structured investment products and fixed-income securities.
| Traditional fixed income (e.g. government/corporate bonds) | Univere structured product |
Income source | A set coupon funded by the issuer’s general credit and cash flows | Where applicable, linked to a specific project’s revenue rather than the issuer’s broad balance sheet |
Key risk | Issuer defaulting on obligations | Capital remains at risk throughout the term |
Return target | Fixed coupon | Varies by product; set out in the offering materials |
Access | Public markets | Private, structured products available to certified and self-certified investors |
Arrange a call with our team to discuss structured investment product opportunities.
Capital is at risk. Past performance isn’t indicative of future results. Information on this page doesn’t constitute financial advice, a personal recommendation or an invitation to invest. Univere Investment Solutions Limited isn’t authorized or regulated by the Financial Conduct Authority (FCA) and operates under the relevant high-net-worth individual exemption rules (FSMA 2000, s.21). Prospective investors should seek independent financial and legal advice before making any investment decision.
