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Much is being written about the Absolute Return sector right now and as a consequence it is increasingly hard for advisers to cut through this noise and find valuable insight. So it could not be more timely that we invited Rayner Spencer Mills Research to conduct a detailed and independent assessment of our Tenax Absolute Return Strategies Fund.
Stewart Smith at RSMR led the research and the conclusion of his work is a comprehensive fund profile that includes commentary on philosophy, process and performance. The document reinforces the straightforward approach to generating an absolute return taken by the co-managers, James Mahon and Jeremy Wharton and evidences the consistency of their results over more than a decade.
According to the report, “The SVS Church House TENAX Absolute Return Strategies fund represents a strong option for investors looking for a multi-asset investment that prioritises capital preservation with good risk management, aiming to limit drawdowns in more difficult market conditions whilst participating in some of the upside during a more buoyant investment environment.”
With many commentators anticipating increased volatility, Absolute Return funds are a defensive option for portfolio managers concerned about capital protection. The straightforward multi-asset approach of Tenax together with its long-term record make it a compelling choice.
This report has been produced solely for the use of investment professionals, such as financial advisers and wealth managers. It is not therefore suitable for retail investors who instead should refer to the Prospectus and Key Investor Information Documents which are available here.