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Solving the problem of investing in drawdown
Finding a balance between sustainable withdrawals and capital preservation
How Tenax can help fund selectors seeking to establish sustainable withdrawals
It offers investors who choose drawdown as an alternative to an annuity purchase the potential to take withdrawals while maintaining or even growing the value of their capital. In this illustration we share a case study of an investor who invested £100,000 in the fund on 31st December 2007 and took quarterly withdrawals of 4% of the fund value until 31st December 2019.
Sam Liddle, Sales Director at Church House, explains it is imperative that fund selectors do the research needed to identify the products in the sector most likely to provide smooth returns.
Absolute return funds adhering to the core, original principles of the concept are actually an ideal option for retirees looking for a consistent annual income while minimising the risk that they will deplete capital over time.
Tenax included in initiative to help advisers compare decumulation investment solutions
On 3rd April 2020, Dynamic Planner launched its Risk Managed Decumulation Ratings, initially awarded to just eleven funds that met the selection criteria, the Tenax Fund being one of those. Funds awarded a rating should have low sequence of returns risk, such that the timing of withdrawals from a retirement account will have little impact on the overall rate of return available to an investor
Delivering diversification and defending downside risk
What the Tenax Absolute Return Strategies Fund offers fund selectors
In a sector dominated by complex products, the Tenax Absolute Return Strategies Fund is notable for its straightforward approach to investing. It is based on three core principles: a clear performance objective, over a specified time period partnered with appropriate controls to minimise volatility.
Operating as multi-asset solution, Tenax has enjoyed significant growth in recent years having attracted the attention of fund selectors looking for a defensive holding in their portfolios to protect against the worst extremes of market volatility. With its origins in a private investor portfolio, where the primary need was for long-term preservation of capital, the management style is one of patience in pursuit of the returns investors expect without the shocks they fear.