TAM Passive Portfolios


 

TAM believe that every investor should have access to actively managed, diversified investment portfolios regardless of their level of wealth and in 2017 we launched TAM Passive - a range of low cost offerings using solely passive investments.

The portfolios seek to outperform the TAM Benchmark on a risk/return metric through a diversified set of passive investments. Commonly known as a buy-and-hold strategy, passive investing seeks to maximise returns over time, by keeping trading to a minimum thereby avoiding excessive dealing and other charges that might drag on performance. TAM Passive clients have a choice of five risk profiled portfolios that span the risk spectrum from more defensive lower risk returns, through to more adventurous equity based investment returns.

 



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
 

 

Low Cost

Access to professional discretionary management without incurring premium costs.

 

Pre Investment Report

We produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before investing.

 

A Range of Risk Profiled Portfolios

5 portfolio choices from Defensive to Adventurous

 

Accessibility

You can invest directly into the five Focus portfolios, or use them as an underlying asset for an ISA, SIPP, Pension, Trust or a Life Assurance wrapped product.

 

TAM Platform

The Focus portfolios are run on TAM’s innovative platform which allows instant valuations, 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.

 

International Investment & Increased Diversification

TAM Focus allows for broadly diversified investment solutions, including an international element in line with the risk profile selected.

 

Fast and Simple Application Process

Once a professional adviser is registered with TAM they can download customised client reports and efficiently open accounts.

Multi-asset investing

With a best of breed approach, TAM creates and manages portfolios diversified not only by underlying investment asset and sector, but also by manager and corporate provider. This is essential to adding value to client portfolios. Depending upon the selection of risk profiled portfolios 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.



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