Our mainstream investment solution


TAM Premier 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. TAM Premier clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer six Defaqto risk-rated model portfolio options, ranging from defensive lower risk returns, through to higher risk equity-based returns.
PORTFOLIO INCEPTION
AVAILABLE ON THIRD
PARTY PLATFORMS
AMC
DEFAQTO
RISK RATING
FACTSHEET
Direct
Platform
Premier
Defensive
01-Sep-2011
YES
0.30%
0.30%
Defensive
Premier
Cautious
01-Dec-2009
YES
0.30%
0.30%
Cautious
Premier
Balanced
01-Dec-2009
YES
0.30% 0.30% Balanced
Premier
Growth
01-Oct-2011
YES
0.30% 0.30% Growth
Premier
Adventurous
01-Jan-2010
YES
0.30% 0.30% Adventurous
Premier
Speculative
01-Jan-2015 NO 0.30% N/A Speculative

The TAM Premier Portfolios

 

Defensive
Premier Defensive seeks to generate modest returns higher than cash in the bank over the medium term with potential for consistent though constrained capital growth. The portfolio has a more defensive approach to equity exposure compared to Premier Cautious - typically comprising of 15% equity and 85% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions.

Cautious
Premier Cautious seeks to generate modest capital growth higher than bond based returns over the short to medium term by employing a more cautious investment strategy than Premier Balanced. The portfolio will have a modest approach to equity exposure - typically comprising of 35% equity and 65% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions.

Balanced
Premier Balanced seeks to generate capital growth over the medium to longer term, with the aim of riding out short-term fluctuations in value. The portfolio will have a more balanced approach to equity exposure compared to Premier Growth - typically comprising of 50% equity and 50% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.

Growth
Premier Growth seeks to generate higher capital growth over the medium to long-term by employing a more dynamic investment strategy. The portfolio will have a higher exposure to equities compared to Premier Balanced - typically comprising of 70% equity and 30% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.



Adventurous
Premier Adventurous seeks to generate strong capital growth over the longer term and can experience potentially frequent and higher levels of volatility than Premier Growth. The portfolio will have a large exposure to equities - typically comprising of 85% equity and 15% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.

Speculative
Exclusively available to our Premier clients, Premier Speculative seeks to generate aggressive capital growth over the longer term and can experience very high levels of volatility in both the short and longer term. The portfolio will have a higher exposure to equities compared to Premier Adventurous - potentially comprising of 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.  

Discover our full range of model portfolios