TAM Under the Hood: Alpha vs OCF

As a DFM, it is our core objective to outperform our benchmark with minimal risk. But if we are achieving returns superior to the market that are just being swallowed up by high fees, then what's the point?

The below graph show's where our TAM Premier Balanced portfolio currently sits against our mainstream competitors when it comes to outperforming one's own benchmark against the fees charged to do so. As you can see, TAM is currently delivering a service like no other...

Source: TAM Asset Management Ltd. Figures correct as at 31 December 2020.
TAM OCF figure includes TAM AMC and underlying fund charge.

If you would like to chat to us about our portfolio charges or risk management, or our discretionary investment management services in general, please get in touch with the account manager in your region today.

Your Regional Account Team

  Joseph Terry
  South of England and Northern Ireland
  M: +44(0)7387 911 827
  E: joseph.terry@tamassetmanagement.com

  Freya Evans-Rakowski
  Midlands and Wales
  M: +44(0)7827 751 920 
  E: freya.evans-rakowski@tamassetmanagement.com

  David Terry
  North of England and Scotland
  M: +44(0)7585 070 116
  E: david.terry@tamassetmanagement.com

Copyright © 2008-2023 TAM Asset Management Ltd. All Rights Reserved. Past performance is not a guide for future returns. The value of investments and the income from them, can go down as well as up and may fall below the amount initially invested. TAM Asset Management Ltd is authorised and regulated by the Financial Conduct Authority No. 208243. Registered in England No. 04077709. Registered Office: 10th Floor, City Tower, 40 Basinghall Street, London, EC2V 5DE, United Kingdom.