CONTACT SEARCH CLIENT LOGIN ABOUT US WHAT WE OFFER MODEL PORTFOLIOS AVAILABILITY ADVISER SUPPORT PARTNERSHIPS OFFICES 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 risk-graded portfolio choices comprising the widest variety of diversified mainstream funds, all with a proven 13 year track record. TAM Premier clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer seven risk-graded portfolios that span the risk spectrum from more defensive, lower risk returns, through to higher risk, equity based investment returns. PORTFOLIO INCEPTION AVAILABILITY AMC DEFAQTO RISK RATING FACTSHEET Direct Platform Premier Liquidity Plus 1-Jan-2011 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 2 Premier Defensive 1-Jan-2012 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 2 Premier Cautious 1-Jan-2008 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 3 Premier Balanced 1-Jan-2008 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 4 Premier Growth 1-Oct-2011 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 5 Premier Adventurous 1-Jan-2008 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 6 Premier Speculative 1-Jan-2015 Direct Ascentric, Aviva, Embark, Novia Global, Seven IM, Standard Life, Transact 0.30% 0.30% 7 The TAM Premier Portfolios Liquidity Plus Exclusively available to Premier clients, Premier Liquidity Plus is the lowest risk offering TAM provides, aiming to generate a return slightly above cash while maintaining low volatility and high level of liquidity. The managers will invest solely in non-equity investments including money market funds, which are comprised of cash equivalents, though will also allocate to a lesser extent to high quality short duration fixed interest and alternatives, including absolute return funds. The portfolio is ideal for those wanting to access their money at shorter notice, but who also want to maintain a defensive structure to their investments to help ensure volatility is minimised. 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. 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. To discuss our model portfolio performance or to find out more about our Premier investment portfolios, click here to get in touch today. GET IN TOUCH WITH US UK OFFICE TAM Asset Management City Tower 40 Basinghall Street London EC2V 5DE Phone (+44) 0207 549 7650 General Enquiries info@tamassetmanagement.com EUROPE OFFICE TAM Europe Asset Management Port Adriano, Nivel 1, Local 12 Urbanización El Toro s/n 07180 Calvià Mallorca, Spain Phone (+34) 871 183 840 General Enquiries info@tameurope.com INTERNATIONAL OFFICE TAM Asset Management International 10th Floor, Nexteracom Tower 1 Cybercity 72201 Ebene Mauritius Phone (+230) 454 6400 General Enquiries info@tamint.com FOLLOW US Sitemap | Regulatory & Legal | Terms & Conditions | Fees | Privacy Policy | Media Relations | Careers Copyright © 2008-2021 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. PRIVACY POLICY UPDATE In accordance with the GDPR requirements, we have recently improved our Privacy Notices to better serve you. You can find more information on our Privacy Policy page. Agree and dismiss.