Levendi Thornbridge Defined Return Fund
The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments developed by Levendi Investment Management. It aims to generate positive returns of GBP Deposit rates + 6% under most market conditions in the medium term, with less volatility than major global equity markets.
The Fund holds a diversified portfolio of defined return investments. The performance of most of the investments is linked to the performance of the UK and other major equity market indices. It may also invest in structured investments that offer exposure to different asset classes, investment themes, strategies, geographies and markets.
The Fund has been designed to be held as part of a portfolio and can be used as part of a managed portfolio service or discretionary portfolio management service.
We pride ourselves in having a very supportive and diverse Fund investor base composed of c. 66% as various Platforms, Institutional Investors, DFMs, Family Offices, Pensions and Life Companies, and c. 33% as various Seed Investors.
The Levendi Thornbridge Defined Return Fund can be accessed via most investment platforms by individual investors, trusts, charities, companies, pension schemes and other funds and is available as a direct investment or as part of a:
Self-Invested Personal Pension (SIPP)
Individual Savings Account (ISA)
Offshore Life Bond.
Reasons to invest:
- Positive returns under most market conditions
- Low volatility
- Daily liquidity
- Expert management
- Access to institutional defined return investments
- A degree of protection
- Active risk management
- Diversified market exposure
- Diversified issuer exposure & active credit management
- Eligible for ISA, SIPP and Offshore Bonds
Third Party Fund Data
For investors interested in Fund data and performance please select your preferred vendor:
| Bloomberg | B Class |
| Financial Times | B Class |
| Trustnet | B Class |
| Trustnet Offshore | All Classes |
| Morningstar | B Class |
| Funds Library | B Class |
| AJ Bell | A Class |
| Citywire | B Class |
| Absolute Hedge | All Classes |
| Aviva | A Class |
Platforms
The Levendi Thornbridge Defined Return Fund is available through the following list of platforms. For other platforms please contact us to inquire about availability. Please click on the logo to be taken to the respective website.
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Old Mutual Wealth & International |
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