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Levendi Investment Management is a UK-based investment adviser with more than £850M of assets under advice (as of January 2021).

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 £850M 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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Analysis and Response to COVID-19 Correction

For further information on the current position of the Levendi Thornbridge Defined Return Fund portfolio and forward looking analysis, please click here.    

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