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Levendi Investment Management is a UK-based investment adviser with over £2bn AUA offering a combination of experience, expertise, quantitative assessment of risk and return and independent pricing.

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 GBP deposit rates+ 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 with over £2bn AUA that advises on the use of defined return investments and derivatives, particularly when incorporated into funds and portfolios. Based in the UK, 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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Is the FTSE about to roar ?

It is well documented that the FTSE100 index has proven to be a persistent laggard over the past few years when compared to its broad-based index peers. For example, and using the total return index figures, since the start of 2018 to the end of Q1 2021, the FTSE100 has fallen by c. 0.5%. In stark contrast, the Eurostoxx 50 index has gained over 20% with the S&P500 index climbing c. 58%. The Nasdaq 100 index being the front-runner with a ...

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