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Levendi Investment Management is a UK-based investment adviser with more than £800M of assets under advice (as of March 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.

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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Defensive less correlated returns

There is increased demand for low risk, liquid investments that offer lower correlated, positive returns in the medium to long term. This is a role that the Levendi Thornbridge Defined Return Fund can fulfil in a lower risk portfolio. It's important to distinguish between short-term and medium-term correlation. In the short term, the value of the Fund is likely to fluctuate in line with the level of underlying markets. However, in the medium ...