Our Strategies
We offer a suite of investment portfolios, designed to cater to diverse financial goals, ensuring that each client’s unique needs are met.
We employ a disciplined approach to investment, focusing on risk management and long-term real returns.
What sets us apart
Our strategies are designed to meet the needs of most UK-based investors. Our portfolios are actively managed in response to markets. There will be points in the cycle when we feel confident and are keen to make hay while the sun is shining. There will be times when we are more defensively positioned.
Focused on real return
Conviction investing, we believe performance can be undermined by over-diversification.
Focused on serious risk
We focus on protecting investors from genuine market shocks rather than day to day volatility.
Focused on cost
Investors only benefit from net returns, competitive pricing helps support good longer term performance.
Explore our strategies
All of our strategies are cantered around our top-down, macroeconomic research which focuses on fundamentals: corporate profits, liquidity and investor sentiment.
UK Gilt Portfolio
For capital preservation, liquidity and near-term certainty
Our UK Gilt Portfolio is built for capital preservation and stability. By investing solely in short-dated UK government bonds, it offers a highly secure option for clients with short-term goals or minimal appetite for risk.
Long Term Return Target: Cash + 0%, net of fees
Conservative
Designed for cautious investors seeking modest real returns.
Our Conservative Strategy focuses on safeguarding your capital while minimising risk. This approach is ideal for those seeking stability and peace of mind in their investment journey.
Long Term Return Target: UK CPI, net of fees
Real Return
Aiming to preserve purchasing power with controlled risk
Our Real Return Strategy is designed to provide returns that consistently outpace inflation, ensuring your wealth retains its purchasing power. We employ a diversified approach, focusing on assets that offer growth potential while managing risk effectively.
Long Term Return Target: UK CPI+1%, net of fees
Steady Growth
Blending long-term growth with risk-managed consistency
Our Steady Growth Strategy is designed to balance risk and return, providing moderate growth for your investments. This approach is ideal for those seeking stability while still aiming for capital appreciation.
Long Term Return Target: UK CPI+2%, net of fees
Total Return
For ambitious investors seeking inflation-beating returns
Our Total Return Strategy is designed to maximise investment returns by leveraging a diversified portfolio. This approach balances risk and reward, ensuring sustainable growth for our clients.
Long Term Return Target: UK CPI+3%, net of fees
Global Equity Strategy
For committed long-term investors seeking maximum capital appreciation
Our Global Equity Strategy is designed for long-term capital growth. With full exposure to global stock markets, it suits clients seeking high return potential and willing to embrace short-term volatility for future gains.
Long Term Return Target: UK CPI+4%, net of fees
Risk Warning & Disclaimer
The value of investments and the income derived from them can fall as well as rise. You may not get back the full amount you invested. Past performance is not a reliable indicator of future results. The information on this page does not constitute investment advice or a personal recommendation. Any investment decisions should be made based on your individual circumstances and objectives, and in consultation with a qualified financial adviser.
Tax treatment depends on individual circumstances and may change in the future. Tacit Investment Management does not provide tax advice. All investments carry risk, and you should ensure you fully understand the risks involved before proceeding.
Begin your journey
Whether you’re just starting out, at a turning point, or thinking about the next generation,, we’d be delighted to explore how we can help, wherever you are in your financial life.
Tell us a little about yourself using the form below, and a member of our team will be in touch to talk through your goals and the services most relevant to you.
Prefer to speak directly? Call us on 0203 051 6450, we’d be happy to hear from you.
