News & Views

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Behind the Factsheet; Required Levels
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 ...

Why autocalls become attractive in a low rate environment
29th August 2019

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
13th August 2019

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
30th July 2019

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
18th July 2019

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
15th May 2019

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
13th May 2019

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
7th May 2019

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
3rd May 2019

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
26th April 2019

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
25th April 2019

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 ...

Seven reasons to consider the Levendi Thornbridge Defined Return Fund
24th April 2019

Seven reasons to consider the Levendi Thornbridge Defined Return Fund

If you are concerned about future returns from equities and bonds, then a fund like the Levendi Defined Return may be an attractive defensive equity-linked asset for client portfolios. You may also use the ...