FinchTech : Performance and Portfolios

5 YEAR PERFORMANCE

The Mainstream and Ethical, Social, Environmental, Sustainable (E.S.E.S.) investment portfolios accessed via your FinchTech white label will adopt exactly the same investment strategy as the existing TAM Focus and TAM Ethical offerings.

The 5 Year Performance and approximate equity/non-equity weightings (e.g. 35/65) are laid out below.

 

TAM FOCUS PORTFOLIO RETURN TAM ETHICAL PORTFOLIO RETURN
TAM Focus 35 / 65 27.67% TAM Ethical 35 / 65 30.26%
TAM Focus 50 / 50 46.21% TAM Ethical 50 / 15 37.57%
TAM Focus 65 / 35 55.03% TAM Ethical 65 / 35 46.41%
TAM Focus 85 / 15 65.94% TAM Ethical 85 / 15 56.40%


Source: TAM Asset Management Ltd. TAM will replicate their existing Ethical and Focus ranges for the Ethical, Social, Environmental, Sustainable (E.S.E.S) and Mainstream portfolios available through Greenfinch. TAM Ethical and TAM Focus portfolio returns shown above for the period 1st Octpober 2012 to 30th September 2017 net of TAM fees. TAM Ethical launched 1st October 2013, so the figures preceding this (from 1st July 2012 to 30th September 2013) are simulated for illustrative purposes only. Figures quoted are proforma, and calculated based on the assumption that the initial portfolio was held from 1st January 2012 following which a monthly rebalancing occurred up to 30th September 2013. Thereafter, performance figures quoted are real world from 1st October 2013 onwards. Neither simulated nor real world past performance are a guide to future returns. The value of investments and the income from it, may go down as well as up and may fall below the amount initially invested.

 

 

PORTFOLIOS

All portfolios opened through FinchTech will be managed by TAM's award winning team of experienced investment managers, dedicated to making fully transparent, diversified investment portfolios accessible to all.

As a discretionary investment manager, TAM have the flexibility, depth of knowledge and understanding needed to quickly respond to ever-changing market and regulatory conditions.

TAM's investment team use diversification across asset class, geographical focus and underlying funds to spread risk and exposure. They aim to avoid the most volatile markets using active portfolio management to focus on core strategic investments in order to generate positive gains, so you can rest assured that clients' wealth is in capable hands.



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.




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