16th December 2019

Rolling Rolling Rolling

Perhaps because memories of the 4th quarter of 2018 are still fresh in the memory of some investors we get asked how the Levendi Thornbridge Defined Return Fund would perform if there was a market correction. The answer is inevitably; “it depends” which we recognise is of little use. However, as we hope to show in this note, even though the value of the fund will probably fall if markets fall, the Fund is an attractive asset to hold if investors are worried about a correction in market levels and/or a period where market returns are generally lower.


Access the note here.