Including the Levendi Fund in portfolios

The Levendi Thornbridge Defined Return Fund offers investors the prospect of positive returns that do not depend on rising markets or falling yields. As a result, Levendi offers investors the prospect of better returns if the return from equities and bonds is below average.

Given the increasingly gloomy outlook for investment returns there is a good case for using the fund in place of equities or bonds. However, including the fund as a replacement for a single asset class increases the risk that the performance of a client’s portfolio deviates from the benchmark.  A risk neutral approach is to recognise the exposure that the fund has to each asset class and to use these to calculate how exposure to other assets should be reduced if the Levendi fund is included in a client portfolio. The Levendi Thornbridge Defined Return Fund offers investors the prospect of positive returns that do not depend on rising markets or falling yields. As a result, Levendi offers investors the prospect of better returns if the return from equities and bonds is below average.

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