Global Fund Solution


Global Fund Solution

The TAM Global Funds

Moderate Fund

The fund aims to provide a return on your investment (achieved via increasing the value of the assets held within the portfolio) over a long-term investment horizon, usually referred to as between three and five years. The fund’s investment structure is that of a “fund of fund” portfolio which seeks to provide investors with a diversified investment portfolio consisting of UCITS compliant funds or “collectives” from across the global investment universe.  Collectives invested in within the fund can include unit trusts, mutual funds and exchange traded funds (ETFs) whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are equities, government bonds, corporate bonds, alternatives and cash. Absolute return, Market neutral, Equity long short and property may all feature within the alternative’s classification.

The funds benchmark comprises of 35% exposure to the FTSE All World Equity index which the fund itself seeks to replicate as the appropriate level of risk exposure in normal market conditions. The fund retains the ability to move its weighting to risk assets according to market conditions to ensure its investors retain a flexible and diversified investment portfolio across all time periods.

Balanced Fund

The fund aims to provide a return on your investment (achieved via increasing the value of the assets held within the portfolio) over a long-term investment horizon, usually referred to as between three and five years. The fund’s investment structure is that of a “fund of fund” portfolio which seeks to provide investors with a diversified investment portfolio consisting of UCITS compliant funds or “collectives” from across the global investment universe.  Collectives invested in within the fund can include unit trusts, mutual funds and exchange traded funds (ETFs) whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are equities, government bonds, corporate bonds, alternatives and cash. Absolute return, Market neutral, Equity long short and property may all feature within the alternative’s classification.

The funds benchmark comprises of 50% exposure to the FTSE All World Equity index which the fund itself seeks to replicate as the appropriate level of risk exposure in normal market conditions. The fund retains the ability to move its weighting to risk assets according to market conditions to ensure its investors retain a flexible and diversified investment portfolio across all time periods.

 

Growth Fund

The fund aims to provide a return on your investment (achieved via increasing the value of the assets held within the portfolio) over a long-term investment horizon, usually referred to as between three and five years. The fund’s investment structure is that of a “fund of fund” portfolio which seeks to provide investors with a diversified investment portfolio consisting of UCITS compliant funds or “collectives” from across the global investment universe.  Collectives invested in within the fund can include unit trusts, mutual funds and exchange traded funds (ETFs) whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are equities, government bonds, corporate bonds, alternatives and cash. Absolute return, Market neutral, Equity long short and property may all feature within the alternative’s classification.

The funds benchmark comprises of 70% exposure to the FTSE All World Equity index which the fund itself seeks to replicate as the appropriate level of risk exposure in normal market conditions. The fund retains the ability to move its weighting to risk assets according to market conditions to ensure its investors retain a flexible and diversified investment portfolio across all time periods.




 

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 premier active asset management report which clearly focuses on investment objectives, risk grading and rating, which are provided to all clients before investing.

Three risk graded funds
Flexibility in fund choices - Moderate, Balanced or Growth

Accessibility
You can invest directly into the TAM Global funds, or use them as an underlying asset for an ISA, Pension, Trust, or Life Assurance wrapped product.

Fast and simple application process
Once  professional advisers are registered with TAM they can download customised client reports and efficiently open accounts.

TAM Platform
The Global funds are run on TAM’s innovative platform which allows instant valuations, model portfolio 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.

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

International investment and increased diversification
The TAM Global product allows for a broadly diversified investment solutions including an international element in line with the risk grade selected.

Multi-asset investing

With a best of breed approach, TAM creates and manages funds diversified not only by underlying investment asset and sector, but also by manager and corporate provider. This is essential to adding value to client funds. Depending on the risk graded fund selected, TAM uses OEICS, unit trusts, exchange traded funds and structured products to access a broad range of assets including equities, fixed income, property, commodities, alternative investment and hedge funds.