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During times of market stress, TAM actively manage your allocation and risk to defend your capital and protect that all-important draw-down ability, whilst also delivering long-term compounded investment returns.
TAM's range of actively managed risk-graded portfolios has been designed for investors with income-oriented objectives, and which currently target a yield of 5% per annum*.
The multi-asset nature of the portfolios helps to deliver a diverse range of higher-yielding asset classes focused on delivering both natural income and portfolio growth opportunities, whilst managing this within a tightly controlled risk and volatility framework.
*Subject to fluctuations depending on rates and market movements.
TAM income service provides income-oriented clients with a range of risk-graded model portfolios comprising diversified active investment vehicles focused on delivering natural income as well as underlying capital appreciation.
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 on the risk graded portfolio selected, 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.
TAM Asset Management are an award-winning specialist in discretionary investment management offering innovative and forward thinking investment solutions to individual clients and institutions.
The sister company TAM International deliver bespoke discretionary fund management solutions for internationally based clients, private clients, insurance companies, pension schemes, trust companies, charities and other financial institutions, utilising the next generation of interactive portfolio management systems to present a unique offering to clients.
The heritage of TAM Asset Management dates back to the 1930's and has been operating in the financial services sector ever since. From the TAM Asset Management head office in London and their international office in Mauritius, TAM Asset Management offer the flexibility of both onshore and offshore investment solutions.
Learn more about TAM, their pedigree and investment solutions.
TAM produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before they invest with TAM.
Flexibility in portfolio choices with five options - Defensive to Adventurous.
You can invest directly into the Income portfolios, or use them as an underlying asset for a Pension, Trust and/or Life Assurance wrapped product.
You can incorporate existing assets into your portfolio with no additional cost for in specie inward transfers.
Clients can opt for regular or ad-hoc income payments as required at a level that benefits their own needs.
Income portfolios can be created to monitor and work within client tax positions where TAM are so advised.
Currently Income portfolios are denominated in GBP (similar options exist in USD)
The Income product allows for a broadly diversified investment solution including an international element in line with the risk profile selected.
The Income range is available across the entire risk spectrum, providing you with five risk-graded model portfolio choices from Defensive (lower-risk bond-based investment returns), to Adventurous (higher-risk stockbased investment returns).
This enables TAM to provide you with an income range which is actively managed to benefit from market rallies, but to also protect your capital in times of market stress.
The market has altered, we are entering an environment where interest rates are coming down, which is impacting income from cash deposits at the bank.
The Income range from TAM has been designed to provide you with a solution for an ever-changing market, aiming to not only deliver that cashlike income stream, but to also keep you invested to benefit from the huge potential of the global stock and bond market.
For a concentrated equity market the large US mega-cap tech stocks continue to dominate the equity market. The tunds in the Income range diversity away trom this market concentration, avoiding potentially risky exposure to expensive non-dividend paying stocks.
Instead, the Income range focuses on high-quality stocks trading at fantastic prices whilst also paying a healthy dividend, insulated from the potential for a negative correction from those highflying tech stocks.
That said, the market is starting to consider income more seriously. Returning cash back to shareholders is symbolic of a company reaching maturity, and the US tech market is now starting to pay dividends to clients, which increases the potential for a wider range of income investments in the future
Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. TAM offer five risk-graded model portfolio options, ranging from defensive lower risk returns, through to higher risk equity-based returns.
This model seeks to generate modest returns higher than cash in the bank over the short to medium term (3 to 5 years or more) with potential for consistent though constrained capital growth.
Portfolios will typically comprise 10% equity and 90% non-equity - though weightings may deviate within set parameters, allowing TAM's managers to react to market conditions.
This model seeks to generate modest capital growth higher than bond based returns over the short to medium term (3 to 5 years or more) by employing a more cautious investment strategy.
Portfolios will typically comprise 30% equity and 70% non-equity - though weightings may deviate within set parameters, allowing TAM's managers to react to market conditions.
This model seeks to generate capital growth over the medium term (5 years or more), with the aim of riding out short-term fluctuations in value.
Portfolios will typically comprise 50% equity and 50% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.
This model seeks to generate higher capital growth over the medium to long term (5 to 7 years or more) by employing a more dynamic investment strategy.
Portfolios will typically comprise 70% equity and 30% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.
This model seeks to generate strong capital growth over the long term (7 years or more) and can experience potentially frequent and higher levels of volatility than the Growth model.
Portfolios will typically comprise 90% equity and 10% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions.
Clients looking for alternate TAM portfolios may wish to consider:
• Active & dynamic portfolios offering a range of risk graded options.
• Sustainable World (ESG) portfolios offer a range of carefully crafted portfolios for the environmentally conscious investor.
• Sharia complient portfolios that comply with Islamic law.
• Liquidity Plus portfolio provides investors with an ideal vehicle to capture the best bank interest rates when markets are perceived to be too risky.