Levendi Thornbridge Defined Fund

Overview

Fund Strategy Multi Strategy
Fund Geography Global
Investment Advisor Levendi Investment Management Ltd
Portfolio Manager Thornbridge Investment Management
Fund Currency GBP
Fund AUM £43.5m
Fund AUM as of 03 September 2018
Fund Inception 31 January 2018
Fund Indices AH Multi Strategy UCITS Index

Fund Objective

The Fund aims to maximise the chance of generating an average annual return of 6% above GBP deposit rates with a volatility of less than 10%. The Fund is a diversified portfolio of Defined Return Investments linked to major market equity indices. The product selection and portfolio management process leverages our proprietary product analysis platform in optimizing the risk and return metrics for each investment whilst adhering to the investment criteria of the Fund.

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