News & Views

Our latest news and views can be accessed and viewed using the tabs below. Click on the link to read an article.

Distribution share class of the Levendi Fund offers tax efficient regular income
16th April 2019

Distribution share class of the Levendi Fund offers tax efficient regular income

The Distribution share class of the Levendi Thornbridge Defined Return Fund (the Fund) has been designed for investors that want to receive a regular payment from their investment. The Distribution share ...

Defensive equity fund with zero-distributable yield for IHT planning
11th April 2019

Defensive equity fund with zero-distributable yield for IHT planning

An explanation of how the new tax efficient share class of the Levendi Thornbridge Defined Return Fund can help to avoid the costs and complexities of collecting and distributing trust income to the ...

Anatomy of an Autocall
8th April 2019

Anatomy of an Autocall

Choosing one investment over another inevitably involves weighing up various pros and cons. There may be unquantifiable factors, contingent risks and other elements that will always be a judgement call, ...

Four charts – the Levendi risk/return story
2nd April 2019

Four charts – the Levendi risk/return story

Here are four charts which we think illustrate the risk/return story of the Fund. RETURN This chart has been lifted from Trustnet using their data. It compares our returns with the two sectors where the ...

Analysis of recent market corrections have once again proven our defensive characteristics
28th February 2019

Analysis of recent market corrections have once again proven our defensive characteristics

For the shield may be as important for victory, as the sword or spear, said Charles Darwin. One of the benefits of the Levendi Thornbridge Defined Return Fund is that it offers a degree of protection when ...

Levendi 1 year volatility/return vs other assets
15th February 2019

Levendi 1 year volatility/return vs other assets

The previous article titled risk / return analysis of defined return funds shows the strong sector wide performance of defined return funds since January 2018 (Levendi inception). Levendi is at the top of ...

Risk/return analysis of defined return funds
15th February 2019

Risk/return analysis of defined return funds

There is now a broader range of defined return / defensive capital / defensive return funds available to investors. The sector continues to become more popular with investors. What all these funds have in ...

Levendi fund risk rating
15th February 2019

Levendi fund risk rating

A key part of current regulation is that manufacturers and distributors need to ensure that any product is suitable and appropriate for the investor. A significant element of this process is to ensure that ...

Analysis of the Levendi Fund performance against the underlying market returns
30th January 2019

Analysis of the Levendi Fund performance against the underlying market returns

LEVENDI – PERFORMING AS EXPECTED In our main brochure one of the claims we make for the Fund is that it should outperform equity markets if markets fall, remain static or rise modestly. It’s only at the ...

Comparison of product Fair Values
13th November 2018

Comparison of product Fair Values

Comparing the premium or discount to fair value of retail structured products and the products held by Levendi Thornbridge Defined Return Fund (8th November 2018) SUMMARY Retail investors looking to ...

Five reasons for a financial adviser to consider the Levendi Defined Return Fund
4th October 2018

Five reasons for a financial adviser to consider the Levendi Defined Return Fund

The target market for the Fund is Defensive and Cautious investors. As consensus estimates for equity and bond market returns are marked down, the return profile of the Fund becomes more attractive. Here ...

Defensive by design
28th September 2018

Defensive by design

Our Defensive by Design note summarises the five defensive features that are built into the Levendi Thornbridge Defined Return fund. Click on the link below to download the full document. Defensive By Design