Investment Fund Awards 2018

www.wealthandfinance-news.com 6 Wealth & Finance International - 2018 Investment Fund Awards Since the group’s inception in 2009, Tideway has employed a robust research-driven investment process to identify assets with exceptional risk-return profiles and the capacity to generate consistent income. The firm focuses on certainty of returns and avoids forecast-led or momentum- based investing. Tideway manages in-house funds under the Tideway UCITS Funds ICAV (Ireland) umbrella. Among these is the Tideway GBP Hybrid Capital Fund, which aims to generate 5% per annum income, net of all expenses, from a hybrid capital fixed income portfolio with medium volatility. The Fund is designed for investors with medium to long-term liquidity requirements (5 years plus). The Fund is a more secure alternative to Equity Income as the assets and expected cash flow are typically ranked senior to equity in the issuing company’s balance sheet. Alongside this is the Tideway GBP Credit Fund, a lower risk credit portfolio, also incorporating Hybrid Capital fixed income securities but with generally shorter maturities and low to medium volatility. The Fund aims to generate income, net of all expenses, equivalent to the Bank of England UK Base Rate plus 1-2%. The Fund is designed for investors with short-term liquidity requirements (0-5 years), with the average duration of the Fund’s investments being maintained under five years. Since inception in September 2016 the Tideway Hybrid Capital fund and Tideway GBP Credit Fund were 2nd and 15th respectively in the IA Strategic Bond Class out of 82 funds. [Source FE Analytics – Sept 30, 2018] Thanks to its experience investing in both credit and equity markets, Tideway is able to leverage its expertise to invest in the right part of the capital structure of different companies and find the best value for a given risk profile. The team has a particular preference for ‘hybrid capital’, a form of loan that falls between secure debt and equity. Typically, with terms and conditions around the maturity date of the bond and with some ability for the issuer to defer or skip coupons, hybrid capital can offer equity like returns from a debt instrument with predictable returns and quantifiable risks. Moreover, the Tideway fixed income funds enable Wealth Managers to access a sector of the bond market that used to be available to retail investors but which is now purely institutional. The firm has vast experience in DB Pension Transfer Advice, and has completed over 1500 individual defined benefit pension transfers worth over £800 million completed since pension freedoms in April 2015 to the end of September 2018. With regards to the future, the entire Tideway group will continue to offer its unique and innovative portfolio of investment options to ensure its ongoing success and continue to meet its investors’ ever-evolving needs and expectations. Tideway Asset Management, part of Tideway Investment Partners LLP, is an innovative asset manager whose primary objective is to deliver secure returns ahead of inflation after all fees with limited risk of capital loss. We profile the firm to find out more and explore the secrets behind its success. Tideway Investment Partners LLP Best Bespoke Wealth & Investment Manager - West Europe & Leading Benefit Pension Transfer Advisory of the Year - UK FD180017 Company: Tideway Investment Partners LLP Contact: James Charatan, Fund distribution Address: Thomas House, 84 Eccleston Square, London, SW1V 1PX, UK Phone: 020 3143 6102 Website: www.tidewayinvestment.co.uk