Our sustainability-focused investment solution


Our TAM Sustainable World service provides investors with a range of sustainability-focused investment portfolios designed to protect and grow their wealth in a socially responsible manner. Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five risk-graded model portfolio options, ranging from more defensive lower risk returns, through to higher risk equity-based returns.

Portfolio information

 
PORTFOLIO INCEPTION AMC FACTSHEET
Defensive EUR 01 June 2015 40bp
Cautious EUR 01 June 2015 40bp
Balanced EUR 01 June 2015 40bp
Growth EUR 01 June 2015 40bp
Adventurous EUR 01 June 2015 40bp

The TAM Sustainable World Portfolios


Defensive
This model seeks to generate modest returns higher than cash in the bank over the short to medium term (3 to 5 years or more) with potential for consistent though constrained capital growth. Portfolios will typically comprise 10% equity and 90% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions.

Cautious
This model seeks to generate modest capital growth higher than bond based returns over the short to medium term (3 to 5 years or more) by employing a more cautious investment strategy. Portfolios will typically comprise 30% equity and 70% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions.

Balanced
This model seeks to generate capital growth over the medium term (5 years or more), with the aim of riding out short term fluctuations in value. Portfolios will typically comprise 50% equity and 50% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.

Growth
This model seeks to generate higher capital growth over the medium to long-term (5 to 7 years or more) by employing a more dynamic investment strategy. Portfolios will typically comprise 70% equity and 30% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.


Adventurous
This model seeks to generate strong capital growth over the long term (7 years or more) and can experience frequent and higher levels of volatility. Portfolios will typically comprise 90% equity and 10% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.

TAM Premier Risk Chart


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.

 

Key Advantages

Low cost
Access to professional discretionary management without incurring premium costs.

Pre-investment report
We produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before they invest with TAM.

A range of risk graded portfolios
The portfolios span the risk spectrum from a Defensive, lower risk grading, to an Adventurous grading with a higher equity content.

Accessibility
You can invest directly into the five portfolios, or use them as an underlying asset for a Pension, Trust or Bond.

TAM Platform
The portfolios run on our innovative platform, which allows instant valuations, performance information and asset exposure analysis.

Transparency
We provide the highest levels of transparency for assets and costs in line with, and often exceeding, that required by the industry.

International investment and increased diversification
The service allows for a broadly diversified investment solutions including an international element in line with the risk profile selected.

Fast and simple application process
Once a professional adviser is registered with us, they can download customised client reports and efficiently open accounts.