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 fund as part of an allocation to Absolute Return.

Here are 7 reasons to consider our fund;

1. Defensive equity exposure; the fund has a high level of correlation with equity markets (about 0.8) but low exposure. If markets change by 1% the value of the fund will change by about 0.3% making it an attractive defensive asset for client portfolios.
2. Positive returns that don’t rely on rising markets – The performance of the Fund since inception has been positive whilst the total return of both the benchmark FTSE and Eurostoxx have been significantly negative.
3. Proven long term returns – the fund follows a long dated / low strike covered put strategy. The performance of CBOE PUT shows how covered puts have offered attractive risk/returns over the long term.
4. Lower volatility than direct equity investment, the realised volatility of the fund is now around 5%. This is the level of volatility we expect.
5. Our Volatility control mechanism allows the fund to remain fully invested while limiting volatility
6. Simple, low turnover, low cost strategy. We look to implement the strategy as effectively and efficiently as possible, avoiding complexity and reducing cost wherever possible
7. Returns are based on persistent structural, behavioral and economic factors that inflate the costs of equity insurance .

 

 

Click here for the latest fact sheet.

If you would like to know more about the Fund then please contact David Stuff.

Email; david.stuff@levendi-im.com

Telephone; 0203 150 2847

 

DISCLAIMER

The contents of this document are communicated by, and the property of, Levendi Investment Management Ltd. Levendi Investment Management Limited Ltd is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information and opinions contained in this document are subject to updating and verification and may be subject to amendment. No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained in this document by Levendi Investment Management Ltd or its directors. No liability is accepted by such persons for the accuracy or completeness of any information or opinions. As such, no reliance may be placed for any purpose on the information and opinions contained in this document.  The information contained in this document is strictly confidential. The value of investments and any income generated may go down as well as up and is not guaranteed. Past performance is not necessarily a guide to future performance.