Easy access and the overlooked risk

 
Recent news events have brought to light the risk of suspended funds and the unhappiness these restrictions can cause for investors.

This news is bound to throw some shade on the investment industry, but what does Tavistock Wealth do to mitigate such situations?

Tavistock Wealth (TWL) have been trading for five years, managing circa £1.3bn in influence and in that time, have instigated strategic partnerships with two of the world’s biggest financial institutions;  iShares by Blackrock, who’s ETFs are predominately used in our portfolios and Morgan Stanley, who provide a protection level for our Protection Portfolios.

TWL typically invest in liquid ETF’s issued by the largest providers, meaning that if investors chose to withdraw, cash can be raised on any given business day and provided to the investors account with their promised value.

All of TWL funds are actively managed, allowing us to invest in multiple asset classes and be globally diversified.

We appreciate that going global brings hand in hand another layer of risk; currency risk. Too often this risk is overlooked, but at Tavistock Wealth we mitigate this risk as much as possible by hedging back to Sterling.

So where do we invest and how quickly can we pull out if needed?
  • The way we invest money allows us to hold tens of thousands of underlying positions on a global basis across multiple regions/countries.
  • This gives the portfolios high levels of liquidity and a well-diversified investment approach.
  • What this means is we can access the market with a click of a button and we can disinvest just as quick.
  • Investors are never locked in for a fixed term as our funds are daily dealing and invests in highly liquid assets.
  • Most importantly this means we are able to sell out of our holdings when investors need to withdraw money.

How quickly can customers access their money and are they locked in for a fixed term?

  • Investors are never locked in and can access their money whenever they need it (ie trading days only) subject to the normal T+4 settlement cycle.
 
If customers are invested in our Protection Portfolios (funds) then the same principles that are detailed above apply, but with an added layer of protection from Morgan Stanley.

With the Protection Portfolios lock-in the gains and limit the downside. This is ideal for cautious customers, people with a low capacity to loss, those at or near retirement as well as those looking to protect the gains they have made.

  • The way we invest money allows us to hold tens of thousands of underlying positions on a global basis across multiple regions/countries.
  • This gives the portfolios high levels of liquidity and a well-diversified investment approach.
  • What this means is we can access the market with a click of a button and we can disinvest just as quick.
  • Investors are never locked in for a fixed term as our funds are daily dealing and invests in highly liquid assets.
  • Most importantly this means we are able to sell out of our holdings when investors need to withdraw money.

How quickly can customers access their money and are they locked in for a fixed term?

  • Investors are never locked in and can access their money whenever they need it (ie trading days only) subject to the normal T+4 settlement cycle.

All of TWL funds are actively managed, allowing us to invest in multiple asset classes and be globally diversified.

We appreciate that going global brings hand in hand another layer of risk; currency risk. Too often this risk is overlooked, but at Tavistock Wealth we mitigate this risk as much as possible by hedging back to Sterling.

If customers are invested in our Protection Portfolios (funds) then the same principles that are detailed above apply, but with an added layer of protection from Morgan Stanley.

With the Protection Portfolios lock-in the gains and limit the downside. This is ideal for cautious customers, people with a low capacity to loss, those at or near retirement as well as those looking to protect the gains they have made.

If you’d like to know more then please contact us on 01753 867 000.
This investment Blog is published and provided for informational purposes only. The information in the Blog constitutes the author’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular investment strategy is suitable for any specific person. Source of data: Tavistock Wealth Limited.

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