Quarterly Model Portfolio Factsheets |
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![TAM Active](https://www.tamassetmanagement.com/data/uploads/product-logos/logo-tam-active.png?v=2) |
![TAM Enhanced Passive](https://www.tamassetmanagement.com/data/uploads/product-logos/logo-tam-enhanced-passive.png?v=2) |
![](/data/uploads/logos/tam-income.png) |
![TAM Sustainable World](https://www.tamassetmanagement.com/data/uploads/product-logos/logo-tam-sustainable-world.png?v=2) |
![TAM Sharia](https://www.tamassetmanagement.com/data/uploads/product-logos/logo-tam-sharia.png?v=2) |
Liquidity Plus |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
N/A |
N/A |
N/A |
N/A |
Defensive |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_passive_sm.gif) |
![](/data/uploads/ico_pdf_income_sm.gif) |
![](/data/uploads/ico_pdf_esg_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sharia_sm.gif) |
Cautious |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_passive_sm.gif) |
![](/data/uploads/ico_pdf_income_sm.png) |
![](/data/uploads/ico_pdf_esg_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sharia_sm.gif) |
Balanced |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_passive_sm.gif) |
![](/data/uploads/ico_pdf_income_sm.png) |
![](/data/uploads/ico_pdf_esg_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sharia_sm.gif) |
Growth |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_passive_sm.gif) |
![](/data/uploads/ico_pdf_income_sm.png) |
![](/data/uploads/ico_pdf_esg_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sharia_sm.gif) |
Adventurous |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_passive_sm.gif) |
![](/data/uploads/ico_pdf_income_sm.png) |
![](/data/uploads/ico_pdf_esg_sm.gif) |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sharia_sm.gif) |
Speculative |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
N/A |
N/A |
N/A |
N/A |
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TAM Global Multi-Asset Fund |
Fund One-Pager |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Fund Request Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Fund Factsheet |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Fund Application Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
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Model Portfolio Literature |
TAM for Financial Advisers |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Ten Years of TAM |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM for Advised Clients |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Sustainable World |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Active |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Sustainable World - Investment Jigsaw |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Active - Investment Jigsaw |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Sharia |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Active - The Liquidity Plus Portfolio |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Sharia - Investment Jigsaw |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Enhanced Passive |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Net Zero Commitment |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Enhanced Passive - Investment Jigsaw |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Client Carbon Footprint Commitment |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM and Defaqto 2023 |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
You Give We Give |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
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User Guides |
The TAM Platform |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
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Model Portfolio Questionnaires and Application Forms |
TAM ESG Questionnaire |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
ISA Application 2024/25 |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM Proposal Request Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Junior ISA Application 2024/25 |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM UK DFM Application Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
APS ISA Application 2024/25 |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM UK Portfolio Switch Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
Client Carbon Footprint Commitment Application |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
TAM UK Withdrawal & Closure Form |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |
You Give We Give Application |
![](https://www.tamassetmanagement.com/data/uploads/ico_pdf_sm.gif) |