With a best-of-breed approach, TAM creates and manages portfolios diversified not only by asset class and sector, but also by fund manager and provider. This service applies a tactical investment strategy, taking decisive action when threats or opportunities arise. Our Active models predominantly invest in UCITS-compliant funds and may also use ETFs to gain broad exposure across equities, fixed income, property, commodities, and other alternative investments.
Our Active range offers five risk-graded portfolios designed for different client profiles. Each portfolio’s name includes a number showing its typical equity exposure, giving clients a clear, transparent way to set expectations and compare our models with peers.
Defensive 20
A portfolio that seeks to generate modest returns, higher than cash in the bank, over the short to medium term.
Cautious 40
Designed for conservative investors. Blends a modest equity allocation with a core of defensive assets to reduce volatility and target long-term inflation-beating returns.
Balanced 60
A well-diversified mix of equities and bonds for investors seeking a balance of risk and reward over the medium to long term. Ideal for clients with a 5+ year horizon.
Growth 80
For investors comfortable with risk and focused on long-term capital growth. Primarily equity-based, with some exposure to lower-risk assets for balance.
High Growth 100
Aiming for strong capital appreciation through a high-conviction equity strategy. Suitable for those with a long investment horizon and high tolerance for volatility.
The diagram is for illustrative purposes only. The value of investments, and the income from it, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.
