10th September 2019

Behind the Factsheet; Required Levels

The Levendi Thornbridge Defined Return Fund invests in very defensive equity linked securities. One feature of all the investments held by the funds is that they are designed to mature at 100% and can pay the target return even if markets fall significantly. The levels of the underlying indices required for an investment to pay the target return and to mature at 100% are collectively the “required levels”.


Read more here.