News & Views

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

Levendi IFA fund summary
2nd August 2018

Levendi IFA fund summary

This document is a summarises the key benefits of the Levendi Thornbridge Defined Return Fund and the advantages of an investor holding it as part of a portfolio.  Click on the link below to download the ...

Protecting against losses in the short term and long term
2nd August 2018

Protecting against losses in the short term and long term

This note examines how the Levendi Thornbridge Defined Return Fund has performed since its launch at the start of 2018 and shows how the assets it holds have been designed to offer protection over the long ...

Focus on wealth preservation
16th July 2018

Focus on wealth preservation

We see losses as the main measure of risk, and so when we design products for the fund we aim to minimise the chance and scale of possible losses. Click on the link below to view our Wealth Preservation ...

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This document is password protected, please contact Levendi for access.
Monetising the EIP using defined return investments
21st June 2018

Monetising the EIP using defined return investments

We have published a note that looks at the long term returns of a covered put strategy and compares this to the total return of the FTSE 100 Index. Our analysis shows that this covered put strategy offers ...

Research from Wilshire Analytics applied research group
14th March 2018

Research from Wilshire Analytics applied research group

The Fund can be thought of as a put writing fund. This study from Wilshire Analytics Applied Research Group published in August 2016 looked at the performance of a number of strategies including the CBOE ...

Manager’s commentary February 2018
27th February 2018

Manager’s commentary February 2018

The Fund launched at the beginning of February as markets began to sell off. The spike in short term volatility was dramatic and although the front end of the curve has come down, volatility remains above ...

Structured Investment returns
19th December 2017

Structured Investment returns

In this note we look at the historic performance of FTSE Linked Autocalls and compare this to the performance of equities and bonds. To be able to assess the returns that structured products have offered ...