News & Views

Views News

3rd October 2019

FEIFA October 2019 Absolute Return Article

We have written an article which has been featured in the Federation of European Independent Financial Advisers monthly magazine. We compare the Fund to the IA Targeted Absolute Return sector as we have ...

2nd September 2019

FEIFA Article September 2019

Through our offshore distribution partner, Global Wealth Management Solutions, Levendi has been tasked with writing a series of articles to be published in the monthly edition of FEIFA magazine (the ...

8th August 2019

Fund Temporary Permission Regime

We can confirm that we have received notification from the FCA (205838470 ) that we are fully allowed to operate under the temporary permissions regime for funds, under the Umbrella firm Skyline Umbrella ...

20th May 2019

Performance update for week commencing 20th May 2019

Please find the performance update in the below document. Access it here.

25th March 2019

IHT Investment Presentation Invitation

For IFAs and Private Client Wealth Managers, Levendi Investment Management is delighted to invite you to a presentation to introduce the new IHT share class of the Levendi Thornbridge Defined Return ...

14th March 2019

Investment Week March 11th 2019

The Levendi Thornbridge Defined Return Fund has been name checked in Investment Week by Kingswood's Chief Investment Strategist Richard Stammers. He identifies the issues at present in the IA Targeted ...

5th March 2019

FEIFA Members E-Magazine March 2019

An article written by David Stuff, Managing Partner at Levendi IM has been featured in the Trade Press March 2019 edition. He writes about how the distribution partnership between Global Wealth Management ...

7th February 2019

First year press release

We are delighted to share our first year press release with you. We reflect on what has been a strong year for us and look forward, ready to embrace whatever challenges are thrown our way in ...

21st January 2019

The institutional B share class of the Levendi Thornbridge Defined Return Fund is now available on the Aviva platform

Thanks to strong demand from DFMs, we are delighted to announce our Institutional B Share Class is now available on the Aviva Platform under ISIN IE00BYV3WJ85. For more details, click here; ...

16th January 2019

Benefit from a more volatile market

The Levendi Thornbridge Defined Return Fund was one of a small number of Funds to offer a positive return through 2018, demonstrating the all-weather nature of the strategy. Looking forward the Fund gives ...

19th December 2018

The attractive absolute and relative performance of the Levendi Thornbridge Defined Return Fund

Investors who think the returns from equities and bonds will continue to be well below average should consider the Levendi Thornbridge Defined Return Fund (the Fund). One of the benefits of the asset class ...

29th November 2018

The retail income distribution share class of the Levendi Thornbridge Defined Return Fund has launched

We are delighted to announce that the Retail Income Distributing share class of our Levendi Thornbridge Defined Return Fund has launched and is now operational under ISIN IE00BYV3WH61. For more details, ...

The contents of this website are communicated by, and the property of, Levendi Investment Management Limited. Levendi Investment Management Limited (FRN: 783607) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority (“FCA”).

Products and Services

The information contained herein is current at the date of publication, but is subject to change without notice. Levendi Investment Management Limited has expressed its own views and opinions on this website, and these may change without notice. This website is not directed at you if Levendi Investment Management Limited is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation. None of the information contained on this website is intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service by Levendi Investment Management Limited and must not be relied upon in connection with any investment decision. Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions. Accordingly persons are required to inform themselves of and observe any such restrictions. Nothing in this website should be construed as investment, tax, legal or other advice.

Risk Warning

Past performance is not necessarily a guide to future performance. The value of investments and the income of any financial instruments mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency denominated securities and financial instruments. Certain investments involve an above-average degree of risk and should be seen as long-term in nature. The investment products and services described in the website may have tax consequences. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. You acknowledge that levels and bases of taxation may change, and that Levendi Investment Management Limited does not provides tax advice. You should consult your own tax advisor in order to understand the tax consequences of the products and services described in the website.

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On this website you may be offered automatic links to other non-Levendi Investment Management Limited websites. These links are provided only as convenience. Levendi Investment Management Limited does not accept any responsibility for the content of those websites or your use or inability to use such websites, the owners of which do not necessarily have any link, commercial or otherwise, with Levendi Investment Management Limited. The inclusion of any link does not imply affiliation, sponsorship, endorsement, verification or monitoring or approval by Levendi Investment Management Limited of any information contained in any non-Levendi Investment Management Limited website. You should also be aware that the terms and conditions of such website and the website’s statement relating to the collection and use of your personal information may be different from those applicable to your use of this website.

Disclaimer

It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Levendi Investment Management Limited has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.

Levendi Investment Management Limited, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Levendi Investment Management Limited believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Levendi Investment Management Limited as to its accuracy or completeness and it should not be relied on as such.

Levendi Investment Management Limited shall therefore have no liability, save for any liability that Levendi Investment Management Limited may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Levendi Investment Management Limited, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.

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Privacy

The purpose of this privacy statement is to explain to you Levendi Investment Management Limited Limited policy with regards to the handling of personal data supplied by you to Levendi Investment Management Limited during the process of using this website.

Our data protection and privacy statement wording is required as a result of data protection laws arising pursuant to a European Union data protection directive. Businesses in European Union countries must comply with national laws enacted in light of their country’s interpretation of the European Union data protection legislation. The legislation seeks to ensure that all personal information held by businesses and organizations is both accurate and suitably protected in order to ensure there is no mis-use of personal data relating to an individual held by the business or organization. Levendi Investment Management Limited intends to process your data by complying with relevant legislation.

Levendi Investment Management Limited kindly requests that you read the privacy statement below which has been included with a view to protecting your personal data.

This website is provided by Levendi Investment Management Limited. When visiting this website and in the course of providing services to you, Levendi Investment Management Limited (“we”, “us” or “our”) may collect personal information about you (“personal data”) either (i) directly when you are asked to provide data (e.g., name, e-mail address and mailing address) or when you email, phone or otherwise contact us; or (ii) indirectly, e.g. via cookies and other technical means to monitor your use of the portal such as access logs, your internet protocol address or profiling to tailor the website to your preferences or to track your use of certain pages of the website, or from third parties who provide us with information about you.

“You” or “your”, in this privacy statement, means you as an individual, rather than any legal entity (such as your employer) which you may represent when you order a service from us via this website.

We may process personal data collected via this website or otherwise for the purposes of administering the website, responding to queries or provide services to you at your request, updating our records and databases, improving the personalization of our services to you, maintaining contact data about you or a third party (for example, your employer), informing you, or enabling third parties to inform you, of features, services, products, fund launches and related information from Levendi Investment Management Limited or third parties which may be of interest to you and otherwise to enable us to perform any agreement with you, your employer or any other relevant third party.

You may be able to update some of the data we hold about you or third parties directly yourself. If you are acting as an intermediary or otherwise on behalf of a third party or supply us with information regarding a third party (such as your employer or a client company), you undertake that you are an authorised representative or agent of such third party and that you have obtained all necessary consents from such third party to the collection, processing, use and disclosure by us of their personal data.

The data may, for these purposes, be disclosed to certain types of staff within Levendi Investment Management Limited’s organization (i.e., staff whose job it is to process your enquiries and orders or otherwise to administer the website, and those staff involved in the provision of Levendi Investment Management Limited services and products which may be of interest to you). Personal data may also be disclosed to a limited number of third parties, such as third party marketing companies to send you information which may be of interest, data processors, suppliers or providers of goods or services.

We have adopted generally accepted standards of technology and operational security in order to protect the confidentiality and security of personal data collected via this website but the nature of the internet is of course such that the data may flow over networks without appropriate security measures and may be accessed and used by unauthorised persons.

Please note that this privacy statement only covers this website and does not regulate the privacy practices of other websites which may be accessible through or linked to this website.

We do not generally seek to collect data about your racial or ethnic origin, political opinions, religious or other similar beliefs, trade union membership, physical or mental health, sexual life, criminal record or alleged criminal activity through the website (“sensitive personal data”). We may collect some sensitive personal data incidentally. By providing us with unsolicited sensitive personal data you consent to our using those data for the above purposes.

Cookies

About cookies

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How we use cookies

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We may use the information we obtain from your use of our cookies for the following purposes:

to recognise your computer when you visit our website;
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