| Monthly Model Portfolio Factsheets | |||||
![]() |
![]() |
![]() |
![]() |
![]() |
|
| Liquidity Plus | ![]() |
N/A | N/A | N/A | N/A |
| Defensive | ![]() |
![]() |
![]() |
![]() |
![]() |
| Cautious | ![]() GBP ![]() AUD |
![]() |
![]() |
![]() |
![]() |
| Balanced | ![]() GBP ![]() AUD |
![]() |
![]() |
![]() |
![]() |
| Growth | ![]() GBP ![]() AUD |
![]() |
![]() |
![]() |
![]() |
| Adventurous | ![]() |
![]() |
![]() |
![]() |
![]() |
| Speculative | ![]() |
N/A | N/A | N/A | N/A |
| TAM Global Multi-Asset Fund | |||||
| Fund One-Pager | ![]() |
Fund Request Form | ![]() |
||
| Fund Factsheet | ![]() |
Fund Application Form | ![]() |
||
| Model Portfolio Literature | |||||
| TAM for Financial Advisers | ![]() |
TAM for Advised Clients | ![]() |
||
| TAM Active | ![]() |
TAM Active - Investment Jigsaw | ![]() |
||
| TAM Enhanced Passive | ![]() |
TAM Enhanced Passive - Investment Jigsaw | ![]() |
||
| TAM Income | ![]() |
TAM Income - Investment Jigsaw | ![]() |
||
| TAM Sustainable World | ![]() |
TAM Sustainable World - Investment Jigsaw | ![]() |
||
| TAM Sharia | ![]() |
TAM Sharia - Investment Jigsaw | ![]() |
||
| Ten Years of TAM | ![]() |
TAM Net Zero Commitment | ![]() |
||
| You Give We Give | ![]() |
Client Carbon Footprint Commitment | ![]() |
||
| User Guides | |||||
| The TAM Platform | ![]() |
||||
| Model Portfolio Questionnaires and Application Forms | |||||
| TAM ESG Questionnaire | ![]() |
ISA Application 2026/27 | ![]() |
||
| TAM Proposal Request Form | ![]() |
Junior ISA Application 2026/27 | ![]() |
||
| TAM UK DFM Application Form | ![]() |
APS ISA Application 2026/27 | ![]() |
||
| TAM UK Portfolio Switch Form | ![]() |
Client Carbon Footprint Commitment Application | ![]() |
||
| TAM UK Withdrawal & Closure Form | ![]() |
You Give We Give Application | ![]() |
||










