Our core active investment solution


TAM Active is our leading active asset management service backed by a proven active investment strategy. It offers the broadest range of portfolio choices comprising the widest variety of diversified mainstream funds. Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer seven risk-graded portfolio options, ranging from defensive lower risk returns, through to higher risk equity-based returns.

Portfolio information

 
PORTFOLIO INCEPTION AMC FACTSHEET
Defensive EUR 01 July 2015 30bp
Cautious EUR 10 March 2016 30bp
Balanced EUR 01 October 2011 30bp
Growth EUR 01 July 2014 30bp
Adventurous EUR 01 January 2014 30bp

The TAM Active Portfolios

 
Liquidity Plus
This model seeks to generate a return moderately higher than cash over the short term (1-3 years or more) while maintaining very low volatility and a high level of liquidity. Portfolios will comprise 100% non-equity investments, though weightings may deviate within set parameters, allowing our managers to react to market conditions.


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 than Premier Balanced. The portfolio will have a modest approach to equity exposure - typically comprising 30% equity and 70% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions.

Balanced
This modelseeks 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 modelseeks 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 potentially frequent and higher levels of volatility than Premier Growth. Portfolios will typically comprise 90% equity and 10% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.

Speculative
This model seeks to generate aggressive capital growth over the long term (7 years or more) and can experience very high levels of volatility in both the short and longer term. Portfolios will typically comprise 100% 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

Pre-investment proposal
We produce a comprehensive investment report which clearly focuses on investment objectives, risk grading and rating, which are provided to all clients before investing.

A wide range of risk-graded portfolios
Flexibility in portfolio choices with seven risk-graded options.

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

Flexibility
You can incorporate existing assets into your portfolio with no additional cost for in specie inward transfers.

Income options
Clients can opt for regular or ad-hoc income payments as required at a level that benefits their own needs.

Tax considerations
Portfolios can be created to monitor and work within client CGT and tax positions where we are so advised.

Currency options
We can denominate portfolios in all major currencies and multi-currency investment can be accommodated within your portfolios.

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.