Listed Options are probably the most versatile investment tool available to investors and can be used to both increase and decrease the exposure to risk assets in a controlled and cost effective way.
We believe the use of Equity and Index Options as part of an overall investment strategy can help to produce more predictable returns from this unpredictable asset class. In particular, we advise on the use of covered writing strategies as part of a wider investment portfolio.
Options can also help investors to manage the risk of equities. They are useful as an asset allocation tool, for portfolio insurance, for tax planning and for limited risk speculation.
Our UCITs funds allow investors with limited capital to gain exposure to the type of returns offered by a Covered Options writing strategy without the need to take individual positions. This allows investors to invest within SIPP and ISA wrappers more easily.