News & Views
Behind the Factsheet; Return
Every month the Factsheet for the Levendi Thornbridge Defined Return Fund shows a range of values for risk and return from our proprietary analysis of the assets held by the fund. In this series of notes, ...
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 ...
Why autocalls become attractive in a low rate environment
As the Fed joins in with other central banks, cutting rates, investors need to adjust to the new norm. Lower for longer has been a theme since the financial crisis, and there seems to be no prospect of ...
LEVENDI 5% DISTRIBUTION SHARE CLASS FOR LOWER RISK INCOME SEEKING INVESTORS
5% INCOME FOR LOWER RISK INCOME SEEKING INVESTORS The demand for yield has been one of the driving factors behind the enduring popularity of enhanced equity income funds that use a call-writing strategy ...
Analysis Of The Correlation Of Defined Return Fund Returns With Equity Markets
INTRODUCTION Defined return funds like the Levendi Thornbridge Defined Return Fund (the Fund) are designed to benefit from underwriting equity market risk and so harvesting the Equity Insurance Premium. ...
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 ...
Comparison of the Levendi Defined Return Fund against retail plans
A fund of structured products like ours offers investors an effective, efficient and easy way to get exposure to the returns that structured products can offer. Funds are more consistent with the modern ...
Levendi; categorisation and ranking one year performance
Categorisation of funds is very important. Advisers, portfolio managers and manager selection experts need to be able to compare a fund with a similar peer group. The Investment Association offers various ...
Defensive by Design
INTRODUCTION The target market for the Levendi Thornbridge Defined Return Fund (the Fund) are investors who want an investment that has a high chance of offering a positive return with low volatility. ...
The Levendi Fund’s products produced discernible Alpha
REDUCED DRAWDOWN One of the investment objectives of the Levendi Thornbridge Defined Return Fund (the Fund) is to reduce both the chance and scale of losses. Figure 1 shows the rolling Drawdown of the ...
Levendi Fund as a corporate bond replacement in portfolios
Because of the defensive strategy of the Fund, there are investors who see us as a bond replacement. There is a strong case for this in the note below. Access it here.
Drawdown solutions from the Levendi distribution share class
The Distribution share class of the Levendi Thornbridge Defined Return Fund has been designed for investors that want to receive a regular payment from their investment. The Distribution share class ...