Thesis Asset Management

Added a position in Lloyds

Investors voted in favour of the merger

Need to consider longer time horizons

Thesis Asset Management has launched a UK equity-only model portfolio that invests in direct securities rather than funds.

‘Targeting volatility can leave you behind the curve'

The sudden market falls seen in the six weeks to mid-October took many by surprise. Here we identify ten equity funds in the Targeted Absolute Return sector which produced positive performance over the period.

Managers have said the low volatility seen in financial markets is not restricting their ability to boost yields by writing call options, despite lower strike prices.

Thesis Asset Management's head of model portfolio service (MPS) Edward Fane is set to leave for research company Morningstar in June.

PERFORMANCE VERSUS FEES