Professional Investors

Decumulation with Tenax

Finding a balance between sustainable withdrawals and capital preservation

Dynamic Planner: introducing Tenax Absolute Return Strategies Fund

James Mahon, co-manager of the Tenax Absolute Return Strategies Fund, speaks to Dynamic Planner about the inception of Tenax and its use as a decumulation vehicle.

Have your cake and eat it

Since launch in 2007, Tenax has proved that even through the toughest of times, it can work as a suitable investment strategy for investors in retirement. It offers investors who choose drawdown as an alternative to an annuity purchase the potential to take withdrawals while maintaining or even growing the value of their capital.

The low volatility of returns creates a low sequence of returns risk, an attribute which has been identified by Dynamic Planner in their search for funds suitable for their Risk Managed Decumulation Service.

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Dynamic Planner Risk Managed Decumulation Rating

Tenax was included in initiative to help advisers compare decumulation investment solutions.

On 3rd April 2020, Dynamic Planner launched its Risk Managed Decumulation Ratings, initially awarded to just eleven funds that met the selection criteria, the Tenax Fund being one of those. Funds awarded a rating should have low sequence of returns risk, such that the timing of withdrawals from a retirement account will have little impact on the overall rate of return available to an investor

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Dynamic Planner Risk Solution certificate

Tenax included in initiative to help advisers compare decumulation investment solutions.

On 3rd April 2020, Dynamic Planner launched its Risk Solution certificate, initially awarded to just eleven funds that met the selection criteria, the Tenax Fund being one of those. Funds awarded a rating should have low sequence of returns risk, such that the timing of withdrawals from a retirement account will have little impact on the overall rate of return available to an investor

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Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk

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