TIDEWAY FUNDS

Global Navigator Fund

Tideway is adviser to the Global Navigator Fund a UCITS IV fund with daily liquidity that aims to generate high single-digit returns with low volatility through the full economic cycle by investing in currencies, fixed income and some equities.

If you require further information please contact:

Catherine Dooley +44 203 178 5982 catherine.dooley@tidewayinvestment.co.uk

 

MULTI-ASSET PORTFOLIOS FOR PRIVATE CLIENTS AND TIDEWAY IFA

The Multi-Asset portfolio service is offered through a segregated managed investment account in the client’s own name with a leading stockbroker with investment selections and investment instructions delegated to Tideway Investment Partners. The managed account solution provides clients with a high level of security and transparency with a large institution handling the money, trading and providing safe custody of the underlying portfolio investments and providing independent reporting on the portfolio.

Bespoke Portfolios

Bespoke portfolios are available for private clients and trusts investing outside of UK tax wrappers (SIPPS and ISAs) and investing more than £2m. Targeted to the specific objectives of the investor they are hosted via an execution only investment account with brokers Collins Stewart based in Jersey.

For more information download Tideway Bespoke.

Model Portfolios

Tideway Model Portfolios are designed for investors with £60,000 or more investing in ISA, SIPP and personal accounts and utilising a low cost stock broking service hosted at Selftrade.

Tideway offers three model portfolios with investment objectives in keeping with their names:

High Income

This portfolio is suitable for investors looking to generate income and prepared to accept short term capital volatility. It is a 3 year time horizon portfolio, with a target return of inflation plus 3% p.a.* The portfolio focuses on corporate bonds and companies producing interest coupons and dividends in excess 5% per year.

High Growth

This portfolio is suitable for investors looking to secure high capital growth and prepared to accept higher short term volatility. It is a 3 year time horizon portfolio, with a target return of inflation plus 5% p.a.* Alongside the allocation to the Global Navigator Fund the portfolio focuses on holding shares in companies and in sectors via Exchange Traded Funds (ETFS).

Balanced Growth

The Balanced Growth portfolio combines a 50/50 combination of the assets held in the High Income and High Growth portfolios.

 

The portfolios are constructed around four core building blocks all of which can be held in the stock broking account and are eligible for SIPP and ISA accounts:

1. Tideway’s in-house Global Navigator Fund which is an authorised collective investment fund

2. Bonds and gilts either in the form of individual securities of Exchange Traded Funds (ETFs)

3. Equities either in the form of individual shares, ETFs or Investment Trusts

4. Other investments and strategies such as commodities most usually in the form of ETFs

Tideway has a standard allocation for each of the three portfolios to the four building blocks above which is derived from its experience of each investment type’s historical record of delivering either enhanced income, enhanced capital growth, or a combination of both.

However, knowing that past returns are not always a good guide to the future and that future returns are impacted strongly by current price levels, investor sentiment and the economic environment and outlook Tideway maintains a current allocation to the building blocks reflecting their views on how best to protect capital and make the highest quality returns, i.e. the best risk adjusted returns taking account of the possibility to lose money as well as make it.

For full information on the Model Portfolios, how they are constructed and the risks involved please see our Model Portfolio Investor Guide and the Model Portfolio 2011 Review. 

* Note target returns are net of fees and are not guaranteed. Past performance should not be taken as a reliable indicator of future performance. The value of investments and the income they produce can fall as well as rise and you may not get back your original investment. Make sure you understand all the risks before investing. The information in these webpages represents the views and opinions of Tideway and does not constitute individual investment advice. If you have any doubt about the suitability of investments please consult an appropriately qualified investment adviser. 

MANAGED BOND ACCOUNTS

High income and growth from blue chip corporate bonds

Tideway Investment Partners has joined forces with Selftrade to offer its customers the Managed Bond Account. The offering combines a Selftrade Dealing, ISA or SIPP Trustee account with Tideway's discretionary management service that will buy and manage a portfolio of bonds on your behalf directly in your Selftrade account.

Managed Bond Accounts allow you to invest directly in the bonds of household name blue chip companies to earn attractive rates of interest with the possibility of additional tax efficient capital gains.

  • High single digit initial income plus potential for capital growth
  • Potential for tax efficient capital gains
  • No drawdown of capital to produce income
  • Minimum investment amount £10,000
  • Invest direct, via a SIPP trustee account or ISA portfolio
  • Portfolio of up to 10 bonds from household names such as BUPA, Standard Life, Lloyds Bank, CO-OP, AXA, Abbey National
  • A portfolio managed in your account with total transparency and daily liquidity
  • Avoid the costs of a fund structure
  • Reduced dealing fee of £7.50 per trade
  • Benefit from collective purchases and managed account structure to optimise returns
  • No lock in
  • No equity market exposure


Past performance should not be taken as a reliable indicator of future performance. The value of investments and the income they produce can fall as well as rise and you may not get back your original investment. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. Make sure you understand all the risks before investing. The information in these webpages represents the views and opinions of Tideway and does not constitute individual investment advice. If you have any doubt about the suitability of these investments please consult an appropriately qualified investment adviser. 

Visit www.managedbondaccount.com for more information.