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Levendi Investment Management is a UK-based investment adviser with more than £850M of assets under advice (as of August 2019).

We are specialist advisers of the use of defined return investments in funds and portfolios and offer a combination of experience, expertise, quantitative assessment of risk and return and independent pricing.

The Levendi Investment Management team have over 100 years’ combined experience in defined return investments and equity derivatives at major investment banks.

The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments and aims to generate positive returns of Libor + 6% under most market conditions in the medium term, with less volatility than major global equity markets.

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Welcome to Levendi Investment Management

We are an investment advisory firm that advises on the use of defined return investments and derivatives, particularly when incorporated into funds and portfolios. Based in the UK, with more than £800M of assets under advice, we offer a combination of experience, expertise, quantitative assessment of risk and return and independent pricing. Our flagship UCITS fund, the Levendi Thornbridge Defined Return Fund has been created for lower risk investors that want a high chance of receiving a good return under a broad range of market conditions by offering defensive, diversified equity market exposure.

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Rolling Rolling Rolling

Perhaps because memories of the 4th quarter of 2018 are still fresh in the memory of some investors we get asked how the Levendi Thornbridge Defined Return Fund would perform if there was a market correction. The answer is inevitably; “it depends” which we recognise is of little use. However, as we hope to show in this note, even though the value of the fund will probably fall if markets fall, the Fund is an attractive asset to hold if ...

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