Capital preservation is at the forefront of our investment strategy. Our active portfolio management enables the investment team to reduce risk during difficult market periods, minimising losses for client portfolios and therefore resulting in potentially stronger recovery in ﬁnancial markets in the years that follow. To illustrate, the image shows the average performance of the TAM Group's investment portfolios against their benchmark during the 2008 financial crash and 2020 COVID-19 market fall.
Average TAM Premier portfolio return from 1st January 2008 to 31st December 2008 and 1st January 2020 to 31st March 2020 net of TAM fees. Each benchmark is a composite of the broader UK equity market and the sovereign debt market. Past performance is not a guide for future returns.